At a Glance
- Tasks: Conduct a comprehensive review and optimisation of Salesforce for a real estate client.
- Company: Dynamic London-based real estate firm with a focus on innovation.
- Benefits: Remote/hybrid work, competitive pay, and a chance to make a real impact.
- Other info: Opportunity to work in a collaborative environment with potential for future projects.
- Why this job: Join a short-term project to enhance Salesforce efficiency and drive business value.
- Qualifications: Proven Salesforce experience and strong understanding of platform optimisation.
The predicted salary is between 45000 - 55000 £ per year.
Salesforce Consultant (3-Month Contract)
Location
Remote/Hybrid - London
Contract Length
- Initial 3-month engagement
- Our London based real estate client is seeking an experienced
Salesforce Consultant to conduct a comprehensive review and optimisation of our Salesforce environment.
This short-term engagement will focus on improving platform efficiency, reducing unnecessary costs, and ensuring they are maximising the value of our Salesforce investment.
If you have an integration with end to marketing platforms and solutions that would be highly advantagous in addition to knowledge of Ironclad.
Key Responsibilities
- Conduct a full Salesforce health check, including users, roles, permissions, profiles, licences, integrations, and overall platform utilisation.
- Identify opportunities to reduce costs, including reviewing licence usage and eliminating unused or redundant functionality.
- Review existing data structures and fields, recommending the removal or consolidation of unused fields and objects where appropriate.
- Assess and document all workflows, automations, and business processes, ensuring governance and maintainability.
- Analyse current integrations and provide recommendations for optimisation.
- Evaluate how Salesforce can better support the contracts/business operations function, including workflow improvements and process automation opportunities.
- Provide practical recommendations to increase user adoption, efficiency, and return on investment.
Skills & Experience
- Proven experience delivering Salesforce audits, optimisation programmes, or platform health checks.
- Strong understanding of Salesforce administration, security models, permissions, workflows, Flow, integrations, and licence management.
- Experience identifying opportunities for process improvement and platform rationalisation.
- Ability to document technical and business processes clearly for both technical and non-technical stakeholders.
- Salesforce certifications preferred.
- Deliverables
- Salesforce environment assessment report.
- Licence and cost optimisation recommendations.
- Workflow and automation documentation.
- Data and field clean-up recommendations.
- Roadmap outlining opportunities to improve utilisation, efficiency, and business value.
Salesforce Consultant (Marketing Solutions) in City of London employer: WSS Associates
WSS Associates is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of London. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and the chance to work on transformative projects that shape the future of tax technology in the financial services sector. Join us to be part of a forward-thinking team dedicated to enhancing efficiency and driving meaningful change.
