Salesforce Senior Consultant

We are seeking an experienced Salesforce Consultant to support the ongoing optimisation and enhancement of our Salesforce platform within a fast-paced financial services environment. This role is suited to a hands-on functional specialist with strong configuration skills across Financial Services Cloud (FSC), Sales Cloud, and Service Cloud.

You will collaborate closely with business stakeholders, project teams, and technical specialists to design and deliver scalable solutions that meet business objectives and regulatory requirements.

• Partner with business stakeholders to understand requirements, translate them into user stories, and design Salesforce solutions aligned with organisational goals.
• Configure and enhance Financial Services Cloud, Sales Cloud, and Service Cloud, including objects, flows, page layouts, record types, validation rules, dashboards, automation, and permissions.
• Support the full delivery lifecycle of functional enhancements, from discovery and design through to build, testing, deployment, and documentation.
• Ensure solutions follow Salesforce best practices and comply with governance, security, and regulatory expectations within financial services.
• Facilitate workshops, lead backlog refinement sessions, and advise stakeholders on platform capabilities and optimisation opportunities.
• Work collaboratively with Salesforce developers, architects, and cross-functional teams to ensure cohesive, scalable solution delivery.
• Assist with troubleshooting, platform support, and impact assessments.
• Contribute to continuous improvement of Salesforce processes, documentation, and user enablement.

• Proven experience as a Salesforce Consultant, Functional Consultant, or Business Analyst working within Salesforce environments.
• Stronghands-on configuration skills in:
  • Financial Services Cloud (FSC)
  • Sales Cloud
  • Service Cloud
• Experience working within the financial services sector or with financial services clients.
• Excellent stakeholder management and communication skills, with the ability to engage both technical and non-technical audiences.
• Strong understanding of Salesforce automation tools (Flows, Workflow, Process Builder).