Salesforce Consultant Customer Success
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Overview
Job Description
Salesforce Business Consultant – Customer Success Team
Location: Chicago Company: SMBHD (www.smbhd.com)
Who We Are:
SMBHD is a boutique Salesforce consulting firm with little interest in big-corporation bureaucracy or over-the-shoulder micromanagement. We're looking for self-starting, self-managing team members who use their Salesforce expertise to solve real business challenges with a healthy dose of business savvy and human empathy.
We specialize in helping small and mid-sized businesses craft customized Salesforce solutions tailored to their unique needs. If you're curious, driven, and excited to make an impact without the red tape, you'll fit right in.
About the Role:
We are seeking a motivated Salesforce Business Consultant with 1–2 years of hands-on Salesforce experience to join our Customer Success team. In this role, you'll support clients post-implementation by delivering ongoing assistance, enhancements, and small-to-mid-sized projects across a variety of Salesforce products, including Sales Cloud, Service Cloud, Experience Cloud, Account Engagement (Pardot), and Field Service.
As a member of our Customer Success team, you'll help clients adopt, grow, and expand their Salesforce environments. You'll gain exposure to multiple industries and Salesforce clouds while building your skills in a fast-paced, supportive environment.
What You'll Do:
- Meet with SMBHD clients to understand their business processes and how Salesforce supports them.
- Partner with senior team members to brainstorm and demonstrate the “Art of the Possible.”
- Translate requirements into functional Salesforce configurations, including:
- Building and customizing standard and custom objects,
- Creating flows, automations, and validation rules,
- Managing permission sets, roles, and security models.
- Execute data loading and migration using Salesforce and third-party tools.
- Conduct initial testing of configurations to ensure they are fully functional.
- Work closely with other Customer Success team members to deliver high-quality client outcomes.
What You Bring:
- Bachelor's degree in a related field or equivalent experience.
- 1–2 years of Salesforce experience in an analyst, administrator, or consultant capacity.
- Demonstrated experience with functional configuration (objects, flows, permissions, automation).
- Strong skills in Microsoft Excel and comfort with data sets, imports, and transformations.
- Excellent analytical skills and attention to detail.
- Strong written and verbal communication skills with a client-focused mindset.
Bonus Points:
- Direct experience with Field Service or Account Engagement (Pardot).
- Salesforce Administrator or other Salesforce certifications.
What We Offer:
- Medical, Dental, Vision & Disability Insurance
- 401(k) with 6% match (no vesting period)
- A collaborative, supportive team passionate about Salesforce and client success
- Opportunities for continued learning and certification support
Our Core Values:
- Get S*&% Done.
- Be Smart, Creative, and Curious.
- Be Compassionate Towards Everyone.
- Come to Work Positive and Excited.
- Be Collaborative with Sharp Elbows.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
