WHO WE ARE

We are Cloudsquare, the top Salesforce partner specializing in lending solutions. Our intuitive products are built to scale as our customers grow, supporting their business at every phase. Our experts develop unique and reliable Salesforce solutions tailored to evolving business needs. We take pride in offering a boutique service with enterprise-quality results.

YOUR QUALIFICATIONS

• Minimum of 2 years of Salesforce experience
• Knowledge and hands-on experience with Sales Cloud and Service Cloud.
• Preferred but not required: Familiarity with Pardot (Marketing Cloud Account Engagement).
• Experience with data migration to Salesforce, including data mapping, cleansing, and import strategies.
• Proficient with AppExchange and commonly used Salesforce Apps like Conga and DocuSign
• Must demonstrate a strong understanding of data architecture best practices
• Must demonstrate a strong ability to troubleshoot complex technical issues
• Must be able to work in a fast-paced environment and juggle multiple projects
• Team player that can help out other members
• Experience with Jira or other project management tools
• Experience in FinServ industry preferred

• Lead client calls to extract and document business needs, ensuring all necessary questions are asked to fully capture requirements.
• Identify and analyze dependencies between requirements to proactively mitigate risks and avoid regressions in existing functionality.
• Evaluate requirements holistically to ensure that all features align within the overall system architecture and business objectives.
• Write comprehensive functional requirements that provide developers with all necessary details to build requested features effectively.
• Follow Cloudsquare’s structured processes for ticket writing, UAT test scenario creation, and Jira ticket lifecycle management.
• Act as a bridge between business stakeholders and technical teams, ensuring smooth communication and alignment on project goals.
• Translates business requirements from email or case communication into well-architected solutions that best leverage the Salesforce platforms and products
• Provide administration services limited to declarative development (objects, flows, validation rules, reports, etc.) within a client’s environment after approval of requirements
• Articulate the benefits and risks to a solution’s feasibility and functionality
• Follow and understand new Salesforce products and technical capabilities resulting from product releases and acquisitions
• Serve as the main point of contact for clients and be the first line of support for any client questions or issues
• Collaborate with a team of Salesforce Architects, Developers, and Engineers to determine the most appropriate technical strategy and designs to meet business needs
• Support clients through UAT
• Comfortable training clients on Salesforce and newly built features
• Provide current best practice and third-party solution alternatives from the AppExchange
• Establish and build a rapport with clients throughout the project lifecycle to identify areas of future business