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Perficient

Salesforce Lead Business Consultant

Posted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
58K-132K Annually
Senior level
In-Office or Remote
2 Locations
58K-132K Annually
Senior level
The Lead Business Consultant identifies and delivers business solutions, manages client relationships, and oversees project delivery while mentoring junior consultants. They facilitate strategic planning, requirements gathering, and ensure project success through effective communication and leadership.
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Join Kelley Austin, a high growth Salesforce consultancy now part of Perficient. You’ll get the best of both worlds: the energy and impact of a boutique team with a booming practice, backed by the scale, clients, and career pathways of a global digital consultancy. We have an opportunity for a Salesforce Lead Business Consultant. This role can be located anywhere in the United States, but our preference is for candidates living near a Perficient office. The role could require up to 25% travel annually.

Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world’s most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what’s possible—while building a career filled with growth, balance, and purpose.

Our Salesforce + MuleSoft team helps global brands create connected, data-driven experiences that drive enterprise-wide transformation. As a Salesforce Partner and trusted MuleSoft advisor, we deliver strategic guidance, industry accelerators, and AI-powered solutions across healthcare, financial services, manufacturing, and more—unlocking the full potential of the Salesforce ecosystem.

 

Job Overview:

The role of the Business Consultant is for individuals passionate about identifying and delivering the right Business solution for each client. Our Business Consultants have a keen Business orientation with an understanding of how technology can be effectively applied to meet a variety of Business needs.

 

Our Business Consultants fill a number of different roles on our project teams working with a variety of technologies for a wide range of clients. The specific responsibilities vary for each client and each project. Key to the success of our Business Consultants is the willingness and desire to quickly learn the client’s industry and the unique requirements of each engagement and to fill whatever role may be required to best support our client’s needs.

 

A Business Consultant thrives in challenging environments and accomplishes difficult assignments without significant supervision and instruction. Our Consultants can handle the stress of being accountable for delivery and: complete goals on time, practice strong attention to detail, persevere through tough obstacles, and do not get easily discouraged.

 

The Lead Business Consultant is a key delivery point of contact and will be involved in the strategic planning of an engagement or helping the client make decisions about their future IT direction. Once a project has begun, the Lead Business Consultant will facilitate key requirements with stakeholders and customers using standard and User Experience techniques. The Lead Business Consultant may be responsible for functional designs, detailed designs and system mapping, wireframes, requirement specifications, and prototypes.

 

The Lead Business Consultant works directly with Senior Project Managers and assist with daily operations exercising time management, communication and collaboration in a fast-paced environment to ensure the successful delivery of projects. The Lead Business Consultant will interface with Perficient technical and business delivery personnel, as well as vendors and customers on a regular basis. Will mentor junior Consultants.

 

Perficient is always looking for the best and brightest talent and we need you! We’re a quickly-growing, global digital consulting leader, and we’re transforming the world’s largest enterprises and biggest brands. You’ll work with the latest technologies, expand your skills, and become a part of our global community of talented, diverse, and knowledgeable colleagues.

 

Responsibilities
  • Build trusted client relationships through proactive account management and effective project delivery.
  • Establishes knowledge of client business challenges and priorities to translate into opportunities.
  • Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
  • Helps deliver presentations to clients and management teams.
  • Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.
  • Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
  • Works with customers to establish approved wireframes and mock-ups for solutions.
  • Assists project team to establish high, mid, and micro level plans for project team.
  • Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
  • Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met.
  • Helps establish project test strategy, methodologies, test plans as well as assist with test execution.
  • Instills team commitment to company delivery methodologies and practices.
Qualifications
  • Bachelor’s Degree
  • Hands-on experience using CRM Analytics, Tableau, or comparable reporting tools
  • 5-7 years of professional business analysis experience, with strong relationship management, account management, and support experience.
  • Minimum 4 years consulting industry experience working with external clients
  • Experience working in an Agile environment.
  • Deep understanding of iterative development methodologies.
  • Excellent knowledge and understanding of current technologies and complex enterprise level applications.
  • Skilled ability to obtain, understand and respond strategically to client needs.
  • Highly detail oriented, well organized, and able to coordinate multiple projects simultaneously.
  • Strong analytical, problem solving and conflict resolution skills.
  • Energetic, motivated, service-oriented, and be able to multi task.
  • Proven track record of delivering on time, on budget, and meeting client commitments.
  • Excellent listening, oral, and written communication skills.
  • Excellent facilitation, presentation, and reporting skills.
  • Excellent interpersonal and teamwork skills.
  • Flexible to new situations and challenges.
  • Flexibility to travel up to 25 percent.

Preferred skills and education:

  • Degree in Computer Science or Engineering
  • Strong understanding of complex Internet based enterprise level applications
  • Project management experience
  • Prior professional Salesforce and Analytics experience
  • Scrum or Product Owner certification

The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $57,798 to $131,640. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview. 

Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.​ 

 

Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.


Disclaimer:  The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification.  Management retains the discretion to add or change the duties of the position at any time.


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About Us

Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world’s most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what’s possible - while building a career filled with growth, balance, and purpose.

Top Skills

Crm Analytics
Mulesoft
Salesforce
Tableau

Perficient Irvine, California, USA Office

2020 Main St, Irvine, CA, United States, 92614

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