Salesforce Consultant

Job Locations US
Job ID

At Wipfli, people count 


The way you think makes you different. At Wipfli, we embrace that.  


Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.  


We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.  


If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. 


  • Lead and manage client projects through all phases of the project lifecycle (sales, planning, design, implementation, testing, deployment, and support) 
  • Propose, design, and implement solutions/upgrades, enhancements to solve client business needs  
  • Document client business requirements and ensure all have been satisfied through the implementation  
  • Configure, test, and deploy the Salesforce solution and any associated applications  
  • Manage, coordinate, and delegate work of development teams  
  • Conduct end user training for the Salesforce solution and provide necessary implementation documentation  
  • Assist in R&D capacity understanding the needs of the market and designing solutions to meet those needs. Work with the developers to build those solutions to take to market 
  • Build and maintain client relationships with new and existing clients
  • Working with clients to implement Salesforce Financial Service Cloud


  • Bachelor’s degree in Information Technology, Management Information Systems, Business or related program 
  • 5+ years of experience with Salesforce implementations, defining business requirements, business process management and client relationship management required  
  • 2-3 years of Salesforce-based Business Analysis experience 
  • 2-3 year of project management experience in a professional services or similar environment 
  • Expert level understanding of the Salesforce product suite, including Sales, Service, Community, and Marketing Clouds 
  • Financial Services industry experience preferred Save
  • Professional Services delivery experience preferred 
  • Salesforce Financial Service Cloud or Mulesoft Experience required
  • Salesforce Core Certifications preferred in two or more of these areas:  Admin, Financial Services Cloud, Sales Cloud, Service Cloud, Community Cloud, Platform App Builder, Platform Developer I & II, Einstein Analytics, Tableau 
  • Additional certifications of value: Identity and Access Management Designer, Sharing and Visibility Designer, Application Architect, Integration Architecture Designer, System Architect, Technical Architect  
  • Expertise in Salesforce configuration, automations, process builder, and flow  
  • Experience leading design sessions with clients and documenting functional specifications, and developing user stories 
  • Superior written and verbal communication skills 
  • Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies 

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 


Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $60,000 to $95,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.


Alyanna (Ally) Graham, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 






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