Salesforce Consultant in Ottawa

Salesforce Consultant in Ottawa

Ottawa Full-Time On-site
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Time Zone : CST

Duration : 6+ Months contract

Key Skills:

  • CRM and customer service: Salesforce, IQVIA OCE, Service Cloud, and Five9
  • Commerce: Salesforce B2B Commerce Visualforce storefront (CloudCraze) and the customer-facing portal
  • Loyalty: B2B and B2C loyalty programs
  • Integrations: ERP and web platforms
  • Service management: ServiceNow for incident management and knowledge documentation

Key responsibilities

Incident resolution and support

  • Own Level 2 triage and resolution for commercial CRM incidents, partnering with Customer Care, field sales, and internal business teams.
  • Resolve issues within established service-level expectations or route them to the appropriate team with complete diagnostic details and business context.
  • Document clear, reusable resolution notes that enable consistent support across the analyst team.
  • Support CRM users with access, permissions, territory alignment, record visibility, and mobile application issues.
  • Assist customers and internal users with portal and storefront access, registration, and ordering issues.

Data stewardship and configuration

  • Maintain the quality and integrity of customer account data, including duplicate resolution, account hierarchies, and provider-to-practice relationships.
  • Ensure pricing, tier, promotion, and loyalty configurations remain accurate and aligned across systems.
  • Partner with Finance and Customer Care to research and resolve order, invoice, and billing discrepancies.
  • Maintain accurate customer-facing directory and listing information.

Integrations and monitoring

  • Lead recurring problem-management reviews by identifying issue patterns, determining root causes, assigning corrective actions, and tracking solutions through closure.
  • Partner with the Salesforce team to design and implement preventive controls, including validation rules, duplicate rules, flows, and integration retry mechanisms.
  • Create and maintain knowledge articles that enable support teams and end users to resolve common issues through self-service.
  • Establish documentation standards for resolution notes and coach contributors on consistent adoption.
  • Provide leadership with issue trends, operational insights, and status updates on root-cause remediation.

Systems and environment

This role supports Revance's commercial technology ecosystem for the aesthetics business, including:

  • CRM and customer service: Salesforce, IQVIA OCE, Service Cloud, and Five9
  • Commerce: Salesforce B2B Commerce Visualforce storefront (CloudCraze) and the customer-facing portal
  • Loyalty: B2B and B2C loyalty programs
  • Integrations: ERP and web platforms
  • Service management: ServiceNow for incident management and knowledge documentation

Qualifications

Required

  • Five or more years of experience supporting or administering Salesforce in a commercial or sales operations environment, including at least two years in a Level 2 support or administrator role
  • Hands-on experience with CRM data stewardship, including duplicate management, account hierarchies, data loads, and auditable bulk corrections
  • Working knowledge of declarative automation including flow, along with sound judgment about when developer support is required
  • Strong written and verbal communication skills, with the ability to explain a solution to a field representative and present root-cause findings to a director

Preferred

  • Experience supporting life sciences or pharmaceutical CRM platforms, such as Veeva, IQVIA OCE, or OCE on Salesforce, including HCP affiliations and territory alignment
  • Experience administering Salesforce B2B Commerce or Experience Cloud
  • Familiarity with pricing, promotion, and loyalty configuration
  • Basic SQL or SOQL proficiency and experience using Salesforce reports or Workbench for trend analysis
  • Salesforce Advanced Administrator or Platform App Builder certification

Salesforce Consultant in Ottawa employer: MethodHub

Join a leading technology company that values innovation and collaboration, offering a dynamic work culture where your expertise in Guidewire can truly shine. With a focus on employee growth, we provide ample opportunities for professional development and career advancement, all while enjoying the vibrant lifestyle that Canada has to offer. Relocating from India? Experience a supportive environment that embraces diversity and fosters meaningful connections among colleagues.

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Contact Details:

MethodHub Recruitment Team