Overview
A sales organisation is improving its Salesforce setup and wants an experienced consultant to take ownership of configuration and process improvements. The work will involve understanding how teams actually use the platform, removing unnecessary complexity and supporting a cleaner CRM operating model.
Responsibilities
- Review the current Salesforce setup and identify opportunities to simplify workflows.
- Configure Sales Cloud functionality in line with agreed business processes.
- Support data migration and integration activities where required.
- Work with sales teams to validate changes and improve adoption of the platform.
Requirements
- 4+ years of Salesforce consulting experience.
- Strong knowledge of Sales Cloud and standard CRM processes.
- Experience with configuration, flows and permission models.
- Ability to analyse business processes and recommend practical changes.
- Familiarity with data migration and integration topics.
- Salesforce certification is an advantage.