About this role
About the Client Our client is a rapidly growing healthcare staffing and home health organization that supplies compassionate, reliable providers to a variety of care settings. They prioritize taking care of their people so their people can take great care of patients, pairing strong support and benefits with modern technology. They value speed, trust, and doing good while doing well, leveraging innovative tools to bridge urgent needs with quality staff. Why does this role exist? This role exists to reduce technical debt in a mature Salesforce org by consolidating complex or redundant automations, rules, and formula fields to improve stability and performance. The consultant will support UAT and bug/performance troubleshooting while producing comprehensive system documentation to enable knowledge sharing and prevent future debt. After the documentation phase, the consultant will transition into project-based delivery, partnering with a project manager to design and build scalable Salesforce solutions. Technical debt reduction and org optimization Audit, consolidate, and refactor redundant automations (Flows, Process Builder, Workflow Rules), validation rules, and formula fields to simplify the org and improve performance Standardize naming conventions, guardrails, and best practices to prevent future debt Identify performance bottlenecks and implement configuration changes to reduce save times and errors UAT support and troubleshooting Create or refine UAT plans and test scripts; guide business users through UAT Triage, reproduce, and resolve platform bugs and performance issues Track defects to closure and document root causes and fixes Documentation and knowledge sharing Produce comprehensive, up-to-date documentation for system configuration (data model, automations, permissions, integrations at a high level) Organize docs for easy consumption (e.g., Confluence) with diagrams, runbooks, and change logs Establish documentation standards to lower the risk of future technical debt Progress reporting and metrics Define and report on key metrics that demonstrate debt reduction (e.g., automation count reduction, improved record save times/page load, decreased error rates) Provide regular, stakeholder-friendly updates on progress, risks, and next steps Project delivery (post-documentation) Partner with a project manager to translate business needs into technical requirements Build scalable, declarative Salesforce solutions aligned with best practices Proactively claim tasks from a dedicated queue and deliver on time