Salesforce Consultant (Insurance/Wealth Management Industry) - Remote What to expect when you join the Sikich family!Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities are a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our firm because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! Are you ready to grow with us? About This Role:As a Salesforce Consultant in the Salesforce Practice, you will be responsible for acting as the liaison between business stakeholders and the technical team. In a project, you will ensure that business objectives are clearly captured and understood, translating them into Salesforce capabilities or specifications. This role is pivotal during discovery and testing phases of a project.  Responsibilities:Engage with business users (end-users, product owners, SMEs) to elicit and clarify requirements  Run workshops/interviews to understand current processes and desired outcomes Often create process maps and “Day-in-the-Life” use cases to capture how users will interact with Salesforce. For example, a BA will document lead management workflows for a Sales Cloud project, ensuring no business scenario is overlooked  Translate business needs into structured artifacts Functional requirements documents User stories with acceptance criteria, process flow diagrams, and UI/UX mockups Bridges the gap between non-technical requirements and technical implementation details  Clear documentation is critical to guide developers and architects on what to build  Continuously validate that the proposed solution will meet business needs.  Define user acceptance testing (UAT) scenarios and assist business users in UAT execution.  Provide End-user training 
  Requirements:Bachelor's degree in a relevant field such as Computer Science or Business Proven experience (4+ years) in Salesforce consulting within either:An IT consulting or professional services organization or  As a member of a Salesforce team within the insurance or financial services industry.Strong foundational understanding of the Salesforce platform Insurance and/or Financial Services domain experience  Ability to build and maintain client relationships Strong Analytical Skills Strong Communication & Presentation skills across varying audiences Strong organizational skills Experience creating diagrams, process mappings, data models, and reports The following Salesforce Certifications: Salesforce Certified Administrator – Required Salesforce Certified Business Analyst – Strongly Preferred Sales and/or Services Cloud Consultant - Preferred FSC Accreditation – Preferred Travel required up to 20%  About Sikich LLCSikich, LLC, is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest CPA firms in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients’ businesses. Sikich Total Rewards
Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $125,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits:Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.The Firm will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
We also offer:  Flexible work arrangementsHealth, dental, vision, life and accident/death/disability insurance optionsHSA employer contributionNine (9) paid holidays annuallyA robust paid Parental Bonding Leave program covering birth, adoption, and foster children401(k) with employer contributionsCPA bonus with four (4) paid exam days & four (4) paid study daysTuition reimbursementEmployee referral bonus programClient referral bonus programPet insuranceFORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Want to learn more? Visit our Careers website or Glassdoor profile.Sikich LLC is an Equal Opportunity Employer M/F/D/V*Official correspondence will come from a Sikich.com email address and applicants/candidates are invited to contact us directly to verify communications. Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA is a licensed CPA firm that provides audit and attest services to its clients. Sikich has a contractual arrangement with Sikich CPA under which Sikich provides Sikich CPA with professional and support personnel and other services to support Sikich CPA’s performance of its professional services, and Sikich CPA shares certain client information with Sikich with respect to the provision of such services to the provision of such services.