Behind the Scenes: A Day in the Life of a Salesforce Consultant


Working with multiple clients has helped Jared Soell become a more skilled Salesforce consultant. Here is how he did it.

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Before Jared Soell entered Slippery Rock University, he wasn’t sure what he wanted to study. He came from a long line of educators and he followed in their footsteps, spending his first year in school as a physical education student.

“But after some thought, I wasn’t sure this was really my best path,” he said. He transferred to Thiel College, went on to study Business Administration, and graduated in Commerce. He considered studying law and doing an internship at a law firm during his final year of university. Soell even took the LSAT and was accepted into Akron University Law School.

But just before leaving, he accepted a job in sales.

“I don’t know if I was scared or if I was enlightened, maybe,” Soell said. None of his family had been to college and “I wanted to move from where my family was,” he said. Sales was a place he could be successful without more education, he realized.

Despite his lack of technical knowledge, Soell was able to use Salesforce as a salesperson. This position, at Concept, started in external sales then evolved into sales development in the B2B space, prospecting and qualifying leads and generating opportunities for salespeople. He eventually moved on to a sales development manager position.

SEE: Hiring Kit: Salesforce Developer (TechRepublic Premium)

Soell began to help customers develop and follow promising leads and manage their sales territories, he explained. The company knew how to take advantage of technology and use it responsibly, he said, while many clients focused on making deals and working with clients, helping them with tasks. basics like creating reports, customizing their layouts, and getting started with Salesforce.

Soell ended up as an account manager in his next job at MobyMax, as one of the company’s top three salespeople.

“We had a big impact on the way students learned in the classroom through personalized learning software,” Soell said. He continued to grow and eventually landed the position of National Sales Manager, managing the Sales Development and Account Manager teams responsible for customer acquisition.

“I was looking for an opportunity in my career that kind of matched where I wanted to go in life – which is to get married, buy a house and have a family – and work from home. era allowed me to do these three things, ”said Soell.

At MobyMax, his “personal goal was to move into an enabling / sales-operational role to oversee the sales team,” said Soell, “but also to have a really strong grip and own the Salesforce CRM that we used to time. ”He was involved in developing Salesforce for the organization, designing and building it to support the sales and service teams at MobyMax.

SEE: The Future of Work: Tools and Strategies for the Digital Workplace (Free PDF) (TechRepublic)

In 2018, he implemented a remote working policy and switched to “forward-looking customer management in communication with department customers,” he said. He has held this position since then and has been able to “set up additional processes around our Salesforce practice”.

“Salesforce is really like any CRM,” Soell explained. “They’re really just different Excel tables that are linked together by objects and relationships.” He and his team would discuss “how reports are built, and what we can do in terms of visibility and access to different records, and what kind of automation we can put in place to streamline repetitive tasks.”

“It made me understand how CRM works,” he said. During this time, he also obtained his Salesforce certification.

Salesforce would get new customers who “would like to buy 20 new licenses and have their sales team use Salesforce,” Soell said. His job was “the implementation partner for setup and design in Salesforce.”

Working with a single company, using Salesforce, wouldn’t have helped Soell gain CRM knowledge as quickly as he did, he believes.

A typical day for him as a project manager focuses on “weighing our priority items that we need to do for our clients,” he said. A big part of this is constantly evaluating the timeline. Soell wears different hats every day. As a Salesforce Project Manager, he takes a look at the future of the Salesforce ecosystem.

“Whether you’re a junior Salesforce admin today or you’re a developer, consultant, or project manager, progress is faster by talking to new customers and, you know, putting my hat on for being some kind of consultant. Salesforce salesperson to ask questions and understand what the weak points of a business are and how we could potentially help them work in the face of a more traditional project manager, ”he said,“ and then put my technical cap and be able to become an analyst or consultant or design new solutions, new objects or new automations. ”

“That’s really the main reason it’s exciting to be in this space,” Soell said. “Because if you work for a company as a dedicated Salesforce admin, rest assured, you will always have new products, new options and new features to present to the team and improve their use of the platform. form. ”

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