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Senior salesforce technical consultant

Wilmslow
The Citation Group
Technical consultant
Posted: 23h ago
Offer description

Senior Salesforce Technical Consultant

About the Role

We’re seeking a Senior Salesforce Technical Consultant to join our growing Business Systems team and play a key role in the delivery of scalable, intelligent, and business-aligned solutions. This position sits at the intersection of business analysis, Salesforce configuration, and solution design — with opportunities to lead complex projects tied to Mergers & Acquisitions, AI enhancements, and platform-wide improvements.

You’ll work closely with cross-functional teams, including Product Managers, Project Managers, Business Analysts, Admins, Developers, and QA, to understand business needs and translate them into effective, maintainable Salesforce solutions. This is a hands-on role ideal for someone who thrives in a fast-paced environment and enjoys solving real-world problems through smart CRM architecture.

Key Responsibilities

* Collaborate with Project Managers, Product Managers and BAs to analyse business requirements, translating them into scalable Salesforce solutions.
* Design and configure Salesforce using declarative tools (e.g., Flows, Validation Rules, Lightning Pages).
* Act as a solution lead across Salesforce projects including Mergers & Acquisitions, org consolidation, user onboarding, and data harmonisation across acquired businesses.
* Support and manage Admins in delivering scalable, well-architected solutions in collaboration with developers and integration teams.
* Lead or contribute to the rollout of AI-enhanced features and other innovative solutions, such as Data Cloud.
* Create clear documentation: solution designs, process flows and platform diagrams.
* Participate in sprint planning, backlog refinement, and design reviews.
* Promote best practices around platform governance, release management, and scalable design.
* Stay current on Salesforce releases and AI trends to recommend enhancements and guide strategic improvements.

Experience & Skills

Required:

* 5+ years of Salesforce experience in functional consulting, internal business systems, or platform delivery roles
* Solid understanding of Sales Cloud and/or Service Cloud, CPQ and/or Revenue Cloud
* Strong hands-on experience with Salesforce configuration tools (Flows, Custom Objects, Record Types, etc.)
* Proven involvement in Salesforce workstreams within M&A projects (e.g., org merges, user migrations, data deduplication)
* Experience working with cross-functional Agile teams and stakeholders at all levels
* Solid understanding of Salesforce architecture, data model design, and platform limitations
* Excellent problem-solving, communication, and documentation skills
* Salesforce Advanced Administrator Certification


Nice To Have:

* Experience with AI-enabled features (e.g., Einstein GPT, Next Best Action, Prediction Builder)
* Salesforce Platform App Builder or Consultant certifications
* Familiarity with multi-org environments and data integration strategies
* Experience with change management and user adoption planning
* Knowledge of data governance and platform security best practices

Who You Are:

You’re someone who can think strategically but isn’t afraid to get into the details. You enjoy solving business problems through technology, are confident configuring the Salesforce platform, and can articulate trade-offs in different solution options.

You work well across roles and love seeing your work directly impact users and teams.

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