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Transformation @ Work

Episode 31: Career Corner: How Do I Transition From Being a Salesforce Customer to a Consultant?

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Transformation @ Work

Episode 31: Career Corner: How Do I Transition From Being a Salesforce Customer to a Consultant?

Man and women sitting at table having a conversationTransformation at Work podcast background

Transformation @ Work

Episode 31: Career Corner: How Do I Transition From Being a Salesforce Customer to a Consultant?

April Bollwage

Senior Director of Education (Recruiting, Admissions, & International)
Gerent

April Bollwage is an impassioned education leader with 20+ years of operational and admissions experience in for-profit education, higher education, and state-funded nonprofit training programs. April prides herself on creating collaborative team environments that use technology to unite and empower people of varying perspectives. She specializes in enrollment management, strategic operations, mentorship, data analysis, and Student 360 experience. April is a certified Salesforce Administrator, Education Cloud Consultant, and Business Analyst.

Cheryl Gibson

Senior Director of Healthcare and Life Sciences (Payers)
Gerent

Cheryl has been in the payer industry for 32 years and has deep experience working with accounts spanning the local to national level. During her time at a large national payer, she oversaw a complex Salesforce implementation and played a major role in building a roadmap and solution that served the needs of her clients. She has a tremendous passion for process improvement and for helping payers build infrastructure they need to serve their members.

Transitioning into Salesforce consulting is a natural career move for many professionals, particularly those who have worked with the platform within their previous organizations. But while it can be an exciting prospect, actually making the transition comes with no shortages of unique challenges. After all, when you’re on the customer’s side of the table, you don’t need to worry about addressing specific pain points or solving difficult questions. But what happens when the answers to those questions rest squarely on your shoulders?

Transitioning into Salesforce consulting is a natural career move for many professionals, particularly those who have worked with the platform within their previous organizations. But while it can be an exciting prospect, actually making the transition comes with no shortages of unique challenges. After all, when you’re on the customer’s side of the table, you don’t need to worry about addressing specific pain points or solving difficult questions. But what happens when the answers to those questions rest squarely on your shoulders?

In this episode of Transformation @ Work, we examine what goes into the transition from Salesforce customer to consultant, and hear the stories of some established Gerent leaders who made the switch successfully.

Key Insights

02:48: Why April and Cheryl decided to transition into Salesforce consulting

07:09: Advice on positioning your industry-specific skills when interviewing for Salesforce-centric positions

10:45: Leveraging Trailhead to develop necessary technical skills for success in the Salesforce ecosystem

12:06: Examining the mindshift necessary to shift your perspective from “customer” to “consultant”

12:58: How previous experience as a customer can prove to be a powerful differentiator when it comes to consulting

17:27: Advice for professionals who might want to make the leap into Salesforce consulting

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