Salesforce Financial Consultant
Salesforce Financial Consultant
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Salesforce Financials Consultant
A growing consultancy is looking for a Financials Consultant to join their team in a client-facing role that combines pre-sales, solution design, and end-to-end project delivery. Remote, UK.Key Responsibilities
- Act as the financial subject matter expert on client engagements
- Lead discovery and scoping workshops
- Support solution sales and commercial discussions
- Gather requirements, design solutions, and implement mid-market accounting systems
- Manage data migration, training, and post-implementation support
- Engage with senior stakeholders and maintain strong client relationships
About You
- Hands-on experience with Certinia and other Salesforce-based accounting products
- Strong accounting knowledge (part-qualified or equivalent)
- Salesforce consulting experience (ADM201+ preferred)
- Comfortable presenting and negotiating with senior stakeholders
- Client-focused, commercially aware, and able to work independently
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