Salesforce Consultant
Role details
Job location
Tech stack
Job description
Our client is a UK-based, mission-driven organisation operating within the not-for-profit and public benefit sector. They are nationally recognised for supporting service providers through technology, data, and sector expertise.
The organisation has an established in-house Salesforce consultancy function that delivers CRM solutions to charities and public sector organisations. The successful candidate will join a collaborative team of consultants and technical specialists, working closely with internal stakeholders and external customers to deliver high-quality Salesforce solutions.
Their core offering includes a Salesforce-based case management and client recording solution, alongside broader consultancy services, system integrations, and ongoing platform development., * Lead end-to-end Salesforce consultancy projects for external clients and internal teams
- Support pre-sales activity including scoping, demonstrations, and producing estimates
- Run workshops, gather and document requirements, and analyse business processes
- Plan and manage system implementations and enhancements
- Produce functional specifications and documentation for developers
- Deliver user training and internal knowledge sharing
- Provide technical support in line with agreed service levels
- Stay current with Salesforce releases and communicate relevant updates
- Contribute to product improvements through user feedback and research
- Mentor and potentially line manage junior consultants
- Collaborate with senior stakeholders to align Salesforce initiatives with organisational objectives
Requirements
- Strong track record delivering Salesforce consultancy projects
- Experience across multiple Salesforce Clouds (including Experience Cloud)
- Experience managing integrations with third-party systems
- Confident facilitating workshops and managing client relationships
- Strong project management and documentation skills
- Experience mentoring or supporting junior team members
- Willingness to travel occasionally within the UK
Technology & Tools:
- Salesforce (core platform)
- Salesforce Experience Cloud
- Third-party system integrations
- CRM case and client management solutions
- Standard project documentation and collaboration tools