Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and increase revenue by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights.

The company has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal.

Functional Salesforce Consultant at Velocify

Functional Salesforce Consultant

Company Overview:

Velocify is one of the fastest growing software-as-a-service companies in the country, providing the market-leading solution for intelligent sales automation and cloud-based telephony. Velocify’s software is designed for high-velocity sales environments and helps sales teams be much more productive and successful by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights.

Velocify has grown fast by hiring an exceptional team and by fostering a unique and vibrant company culture that rewards and nurtures extraordinary talent. In addition to exceptional HR benefits the company provides a well-stocked kitchen, a casual working-environment, a TV/games room, and has a thriving company-sponsored social calendar. 

Functional Consultant - Salesforce

The Salesforce Functional Consultant is the key Velocify application expert on the implementation team. The Salesforce Functional Consultant is also responsible for understanding client requirements, developing solutions and configuration of the Velocify application for our clients.


  • Interact with client management and users and demonstrate understanding of business needs
  • Provides expertise around Salesforce and Velocify integration functionality.
  • Lead business requirements gathering and solution design of Velocify’s functional processes
  • Facilitate meetings/sessions and drive consensus on overall methods and solutions
  • Perform analysis techniques, including consulting with executives, managers and users to determine hardware, software and system functional specifications.
  • Perform lifecycle activities such as analysis design, development/configuration, documentation, and testing based on system requirements
  • Provide knowledge transfer regarding Salesforce/Velocify integration best practices to client team.
  • Document system issues and work with clients and Velocify teams to develop resolutions
  • Partner with other Velocify project team members to improves processes and procedures.

Required Skills:

  • Customer focused
  • Proven effectiveness at leading and facilitating executive workshops
  • Proven experience in managing large, complex project implementations
  • Comfortable presenting to large groups and executives
  • Ability to multi-task in a fast paced environment
  • Excellent verbal and written communication skills
  • High energy, passion, and creativity
  • Highly organized
  • Willingness to travel up to 50%


  • BA/BS in applicable field or work equivalent required.


  • Minimum of three (3) years relevant work experience with required
  • Three (3) to five (5) year’s experience in a management consulting firm or software company preferred
  • Experience with one or more CRM/Sales Management software applications preferred

Some facts: 

  • Great Place to Work - Velocify maintains a better than 4 star rating on and was named a “Best Place to Work” in 2015, a Glassdoor Employees’ Choice Award. (Link)
  • Well-Funded and Financially Rock-Solid – Velocify is venture backed, having raised over $20M from Tier 1 VC-firms.
  • Hyper-Growth – Velocify has been recognized as one of the Fastest-Growing Private Companies on Inc. Magazine’s Distinguished “Inc. 5000″ List for 2 years running (Link) and Velocify has been a Deloitte Technology Fast 500 Company for 4 years running.  (Link)
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