We are looking for a Senior Consultant or Manager level candidate with experience in leading Salesforce and CRM implementation projects with clients from either Insurance and/or the Retail industry.

Role responsibilities:

  • Managing projects and leading CRM/Salesforce roll-outs in particular Salesforce Sales Cloud and Service Cloud
  • Manage Salesforce project lifecycle from discovery and design of workshops to building the Salesforce cloud solution and testing
  • Manage requirements and coordination between various stakeholder groups
  • Build Salesforce solutions using configuration
  • Conduct UAT of salesforce modules and workflow
  • Manage the change management process, leading the communication to the organisations, conducting training plans and manage post deployment user adoption
  • Supporting presales during the development of new business with new or existing clients
  • Producing proposals and presenting to prospective clients for Salesforce engagements
  • Account management and supporting the sales negotiation process, working on RFQs and RFP processes
  • Managing a team of technical and junior consultants
  • Contribution to thought leadership
  • Provide internal training on Salesforce and contribute to building practice capability in Salesforce





  • Ideal candidates will have experience from leading professional services/management consultancies or system integration firms
  • Must have proven experience in implementing Salesforce for a variety of clients, preferably in the Financial Services, Insurance and/or Retail sector
  • Full Salesforce lifecycle project experience (discovery and design workshops, build Salesforce cloud solution, testing) experience is required
  • Excellent Salesforce functional knowledge
  • Certified to Salesforce Administrator (ADM201) as a minimum
  • Deep understanding of Salesforce features and functionality around Retail and/or Insurance is essential
  • Must have an established relationship with Salesforce
  • Experience of agile project delivery
  • Proven team management skills
  • Excellent communicator 

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