CRM Solutions Consultant - Salesforce
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Role details
Tech stack
Job description
Basware is looking for a CRM Solutions Consultant to join the Business Technology Solutions (BTS) team, reporting directly to the Senior CRM Solutions Manager. This is a hands-on delivery role at the center of our Go-To-Market technology stack, owning the day-to-day operation, configuration, and continuous improvement of Salesforce across Sales, Marketing, and Revenue Operations.
You will be the primary point of contact for operational stakeholders across these functions, managing a BAU queue of enhancements, fixes, and feature requests while contributing to wider project delivery. The Head of Sales Solutions will remain engaged on medium-to-large initiatives and hold senior stakeholder relationships - your focus is on keeping the engine running and building trust at the working level.
Salesforce Administration & Configuration
*Own the BAU Salesforce queue - triage, prioritise, and deliver small-to-medium changes independently
*Maintain and improve Sales Cloud configuration including objects, flows, validation rules, page layouts, and permission sets
*Support sprint planning and Agile delivery ceremonies, working within the teamâs Jira-based sprint workflow
*Document all changes, decisions, and open items in line with the teamâs governance standards
Integrations
*Manage and monitor connector-based integrations between Salesforce and key GTM tools: HubSpot, ZoomInfo, and LinkedIn Sales Navigator
*Triage integration issues, document findings, and escalate to internal leads or vendors where needed
*Maintain integration specs and ensure changes are reflected in the teamâs documentation
Reporting & Analytics
*Build and maintain advanced Salesforce reports and dashboards for Sales, Marketing, and RevOps stakeholders
*Work with custom report types, joined reports, and dynamic dashboards to deliver self-serve reporting
*Support the teamâs data model with an eye on BI-readiness and downstream reporting needs
*Power BI familiarity is an advantage but not required
Stakeholder Management
*Act as the day-to-day Salesforce contact for working-level stakeholders across Sales, Marketing, and RevOps
*Manage expectations, communicate clearly on progress and blockers, and maintain a professional working relationship with Champions and operational users
*Escalate appropriately to the Senior CRM Solutions Manager for senior stakeholder issues or complex decisions
Project Delivery
*Contribute to active delivery projects in a supporting capacity from an early stage, taking on greater ownership as confidence and context grows
*Work within Agile sprint cycles, contributing to backlog refinement, story sizing, and sprint reviews
Work with great people
Hanna Ikonen VP, Customer Success âI feel that I can make a difference, drive improvements & take controlled risks, and all this is supported by the company.â Kevin Kamau Senior Product Manager âBasware is a global company that values people as a crucial driver for success.â Mika Peurala Principal Solution Architect âAbsolutely the best colleagues and line managers in the world!â Jaakko Jutila VP, Customer Support âAt Basware you have the freedom to identify and start different development activities across the organization without getting approvals from above.â Namrata Checker Team Lead, Digital Transformation and Excellence âWhat I love most about my job is the people that I work with, the freedom of putting forward my ideas, thoughts and feedback but also the freedom of creating the way of working that works best for me.â Siddhartha Bhatia Senior Cloud Developer âI am honored to have worked with the leaders of tomorrow. The organization is absolutely people centric with its prime focus always on employee engagement, loyalty and satisfaction.â
Requirements
Must-Have
*Salesforce Certified Administrator (ADM-201) - non-negotiable
*Demonstrable Agile/sprint-based delivery experience - you know how to work in a structured sprint workflow
*Proven hands-on Salesforce configuration and delivery in a real, complex org
*Comfortable owning a BAU queue with competing priorities and multiple stakeholders
*Strong communication skills - you can translate technical detail into plain language and flag issues early
*Self-sufficient and proactive - you donât wait to be told when something needs attention
Nice to Have
*Experience with HubSpot-Salesforce integration or similar connector-based integrations
*Exposure to ZoomInfo or LinkedIn Sales Navigator within a Salesforce context
*Familiarity with Power BI or similar BI tools
*Background in a SaaS or B2B technology company
*Additional Salesforce certifications (e.g. Platform App Builder, Advanced Admin)
Awareness of artificial intelligence concepts, tools, or applications is considered a strong asset. We highly value candidates who demonstrate curiosity, a proactive mindset, and a willingness to explore and incorporate AI-driven technologies into their work. We support continuous learning in this area.
About the company
Basware is how the worldâs best finance teams gain complete control of every invoice, every time. Our Intelligent Invoice Lifecycle Management Platform ensures end-to-end efficiency, compliance and control for all invoice transactions. Powered by the worldâs most sophisticated invoice-centric AI - trained on over 2 billion invoices - Baswareâs Intelligent Automation drives real ROI by transforming finance operations. We serve 6,500+ customers globally and are trusted by industry leaders including DHL, Heineken and Sony. Fueled by 40 years of specialized expertise with $10+ trillion in total spend handled, we are pioneering the next era of finance.
Joining Basware means youâll join a team filled with innovators, passionate about their work and enthusiastic about the industry weâve pioneered. Youâll work alongside highly motivated, capable, and friendly individuals who collaborate to deliver world-class solutions and services. A critical part of our culture is the high amount of trust we put into our employees-we want everyone to make a difference, so we offer flexibility in how you work, giving you the freedom and support to deliver your best results. We truly live our values where:
We Drive Customer Value, We Take Ownership and We Are Bold in everything we do, to make it all just happen for our customers.
2025Gartner Magic Quadrant Leader for Accounts Payable Applications. Basware and Deloitte create Center of Excellence
2024Launch of Worldâs 1st AP-Powered GenAI
2023Growth through acquisitions, Glantus and AP Matching
2022Basware became a privately-held corporation in a go-private transaction led by software private equity firm Accel-KKR
2020Recognized market leader, including Gartner Magic Quadrant. Global operations, 20+ offices worldwide
2012Launch of cloud-based B2B platform for transaction collaboration on Baswareâs Network
2005Launch of fully integrated Purchase-to-Pay solution suite
2000Basware listed on Helsinki Nasdaq, launch of purchase management software & e-invoicing service
1992Launch of first financial management software
1985Basware founded in Finland
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