Role Overview
We're looking for a Salesforce Consultant to audit an existing Salesforce setup, identify gaps, and design a rebuilt architecture to support lead management, sales automation, and CDP integration — ahead of two major product launches.
Key Responsibilities
- Audit the current Salesforce org: data structure, user roles, permissions, and existing automations (or lack of them)
- Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels (Meta, Google, website, walk-ins/experience center)
- Set up proper user access controls and role-based permissions (fixing shared-login/security gaps)
- Design and implement email automation and lead nurturing workflows
- Evaluate and recommend integration with a CDP (Customer Data Platform) to unify lead data across sources
- Advise on Salesforce licensing needs based on the rebuilt scope
- Support end-to-end lead lifecycle tracking — from lead generation through to booking/conversion
- Work in a sandbox/staging environment before deploying changes to production
- Collaborate with internal stakeholders and prior Salesforce implementers to understand system history before rebuilding
- Provide a scope of work and implementation roadmap with realistic timelines
Required Skills & Experience
- 6+ years hands-on Salesforce experience (Sales Cloud required; Marketing Cloud/CDP experience preferred)
- Experience auditing and re-architecting legacy/poorly maintained Salesforce orgs
- Strong understanding of lead lifecycle management and CRM-to-sales handoff processes
- Experience with marketing automation tools and integrations (Meta/Google Ads lead data, email automation)
- Salesforce certifications preferred (Administrator, Sales Cloud Consultant, or similar)
- Experience with CDP tools and data unification is a plus
- Ability to work on tight timelines against real business deadlines (e.g., product launches)
Skills: sales cloud,cdp,crm,marketing automation,salesforce,google ads,data management