Sales Cloud Consultant

Build the Future with AspenView Technology Partners

At AspenView, we are passionate about transforming the way organizations approach technology. We specialize in creating high-performing, nearshore IT teams to help North American clients innovate faster and more efficiently.

As we continue to grow, we’re looking for exceptional people to join our team and help drive impactful change across industries.

Why Join AspenView?

• At AspenView, we’re more than a nearshore IT partner, we’re a people-first, purpose-driven company that believes great culture drives great outcomes. We’re passionate about connecting talent and technology to deliver measurable value for clients, and meaningful career paths for our people.

About the Role

We are seeking a Sales Cloud Consultant to design and deliver revenue processes on Salesforce: pipeline and forecasting, territory and quota, quoting, and the sales operating model around them. Sales Cloud is mature and heavily configured in most enterprises, so the value in this role is judgement about what to simplify and retire, not enthusiasm for adding fields.

**What You Will Do
**
Revenue Process Design

•  Design lead-to-opportunity process, sales stages, and the exit criteria that make forecasting mean something 
• Configure forecasting, territory management, quotas and sales-team hierarchies
• Design opportunity and product structures that support quoting and revenue reporting

Sales Operations Enablement

•  Build pipeline and forecast reporting sales leadership will actually run the business on 
•  Implement sales automation with Flow, and retire the automation nobody uses 
•  Configure Sales Engagement or equivalent prospecting tooling where it is warranted

Integration and Data

• Define the account and contact data model, and the integration with ERP and finance for orders 
•  Design data-quality rules for the records forecasting depends on

Advisory and Adoption

• Run discovery with sales leadership and sales operations 
• Challenge configuration requests that encode a broken process rather than fix it 
• Drive adoption through measurement rather than mandate

What You Bring

• 3+ years delivering Sales Cloud implementations, including hands-on delivery on at least one forecasting or territory programme