• Location: USA, New York
  • Date Posted: 5th Feb, 2019
  • Reference: MFI25SMA

Salesforce Consultant -Manhattan - Apttus CPQ

Mason Frank is sourcing for a Salesforce consultant for a popular financial company in Manhattan. You will be responsible for implementing Salesforce solutions, which will include understanding business requirements, configuring Salesforce solutions, creating reports and dashboards, training customers and assisting with data management needs. We are looking for an ambitious individual that is comfortable in client facing roles with large clients and has had exposure to end-to-end implementations. You must be someone that wants to push boundaries and is willing to always take on challenges. You will be joining a team of dynamic professionals that work in a collaborative environment.


  • Translating business requirements into functional design.
  • Understand customer requirements and pain points
  • Apttus CPQ
  • Working directly with or administering a CRM or ERP application.
  • Stay current on new features of application to ensure company is utilizing the application as effectively as possible
  • Work with developers as needed to deliver advanced solutions
  • Develop and maintain effective working relationships with team members.
  • Ability to understand a client's existing content structure and use-cases to help guide the client through implementation
  • Extensive experience with organization methodologies for large volumes of content including folder architectures and metadata
  • Strong understanding of Salesforce configuration capabilities and the ability to recommend
  • Willingness to take ownership of Salesforce Instance


  • Experience using 3rd party tools
  • Experience in implementing end to end Saleforce solutions
  • Understanding of technology and business acumen
  • Excellent Communications skills
  • Bachelor's Degree in business technology management, commerce or business administration.
  • Certifications preferred