Principal Salesforce Consultant

Job Description:

Merkle, a dentsu company, powers the experience economy. For more than 35 years, the company has put people at the heart of its approach to digital business transformation. As the only integrated experience consultancy in the world with a heritage in data science and business performance, Merkle delivers holistic, end-to-end experiences that drive growth, engagement, and loyalty. Merkle’s expertise has earned recognition as a “Leader” by top industry analyst firms, in categories such as digital transformation and commerce, experience design, engineering and technology integration, digital marketing, data science, CRM and loyalty, and customer data management. With more than 16,000 employees, Merkle operates in 30+ countries throughout the Americas, EMEA, and APAC.

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JOB DESCRIPTION

Become a part of our CRM & Loyalty Team as a Principal CRM & Loyalty Consultant specialized in Salesforce , and collaborate closely with the client team (product owner and their agile project organization) to implement 360° lead management in Salesforce .

The location is Bern , with some remote possibility.

Key Responsibilities:

• Lead client consultations on business processes and digital transformation.

• Translate business needs into functional specs and user stories, ensuring quality.

• Manage project workflows, goals, roadmaps, priorities, and sprints.

• Serve as a solution advocate and trusted advisor.

• Handle multiple client engagements and crisis situations.

• Facilitate client workshops using best practice methodologies.

Project Focus:

• Consult and support lead management and 360° customer view strategies.

• Analyze and improve lead management processes.

• Develop concepts for a future-proof lead management solution on a SaaS platform.

• Support solution design and implementation, ensuring quality.

• Guide acceptance by stakeholders and end users.

• Conduct training and change management for solution adoption.

• Prepare reports and presentations to track project progress.

Your Expertise:

• Degree in business administration, business informatics, or similar.

• 8+ years in management consulting, focusing on CRM.

• Proven success in CRM/lead management projects on a SaaS platform.

• Salesforce know-how.

• Strong CRM systems, marketing automation, and data integration skills.

• Excellent analytical, problem-solving, communication, and presentation skills.

• Experience in the insurance industry is a big plus.

• Agile methods experience (SAFe) is a plus.

• Fluent in German and English.

ADDITIONAL INFORMATION

We work with motivated people, who support and enrich each other. We live the possibilities of the digital world through home office, meaning you can work anywhere (within Switzerland) with flexible (annual) working hours. We also value face-to-face exchanges – coffee or tea, biscuits or fruit are all welcomed on board and shared throughout our offices.

If you ever feel the need to take a break from the digital world, we love to get hands-on together and use pens, paper, and whiteboards for brainstorming sessions. Need to clear your head? Hit the foosball table, PlayStation, massage bench or yoga mat. For networking and (brain) food, we offer regular exchange formats, like meetings, tech labs and more. Not enough? We are full believers in education and support training, whether it be internally or externally. We support you.

If you feel inspired by us, we’ll probably be inspired by you. Join us now and apply online to make sure we match each other’s expectations. We value diversity and are committed to creating an inclusive environment. We welcome all qualified candidates – regardless of your gender or background. We look forward to hearing from you!

Location: Zürich – Giessereistrasse 18

Brand: Merkle

Time Type: Full time

Contract Type: Permanent

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