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Position Title: Certinia Consultant

Objective

To sell, scope, and deliver Certinia (formerly FinancialForce) Accounting solutions and integration projects for clients across a range of industries.

Key Responsibilities

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  Act as a financial subject matter expert during client engagements.
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  Lead pre-sales scoping workshops and support the sales process through to closure.
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  Manage sales and contract negotiations in collaboration with internal teams.
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  Deliver full lifecycle implementation projects for Certinia and Salesforce.com, including:
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    Business process analysis and requirements gathering
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    Solution design, configuration, and validation
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    Project management and data migration
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    Development and delivery of training courses
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  Provide post-implementation support and maintain ongoing client relationships.

Skills, Knowledge & Experience

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  Hands-on experience with Certinia Accounting or other Salesforce-based accounting solutions.
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  Professional background in accounting and Salesforce consulting.
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  Strong knowledge of implementation and customisation of mid-market accounting systems.
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  Proven ability to present and negotiate effectively at C-suite level.
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  Demonstrated solution-selling expertise.
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  Comprehensive understanding of the capabilities and limitations of accounting software.

Behaviours & Attributes

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  Analytical, methodical, and creative problem-solver.
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  High attention to detail and accuracy.
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  Able to work independently and remotely, while collaborating toward shared goals.
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  Self-motivated with strong multitasking and prioritisation skills.
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  Customer-focused yet commercially aware.

Qualifications

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  Degree-level education or equivalent experience.
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  Preferred: Part-qualified accountant (e.g., ACCA, CIMA).

Functional Salesforce Consultant
Zürich

Mason Frank International ist ein auf Salesforce spezialisiertes Personalvermittlungsunternehmen. Unser Kunde mit Sitz in Zürich sucht derzeit eine:n Functional Salesforce Consultant zur Erweiterung des Salesforce-Teams.

Deine Aufgaben

• Du führst strukturierte Workshops mit Kund:innen durch, in denen ihr gemeinsam Anforderungen und Prozesse erarbeitet
• Du analysierst Geschäftsprozesse und Datenflüsse und setzt diese in konkrete Salesforce-Lösungen um
• In enger Zusammenarbeit mit dem Architects- und Developer-Team, entwickelst Du User Stories, Lösungsdesign und Prototypen
• Du konfigurierst Salesforce selbständig - von Objekten und Flows über Berechtigungen bis hin zu Automatisierungen und Reports
• Du begleitest den gesamten Implementierungsprozess von Tests über Schulungen bis zum Roll-out und stellst sicher, dass die Lösung reibungslos in Betrieb geht oder in die nächste Projektphase überführt wird
• Du unterstützt das Pre-Sales-Team bei Scoping-Aktivitäten und bringst deine Expertise zu Prozessverständnis, Use-Cases und Aufwandschätzungen ein
• Du hältst dich fachlich auf dem aktuellen Stand - mit Augenmerk auf Best Practices, neue Features und systemübergreifende Zusammenhänge.

Dein Profil

• Du bringst mehrjährige Salesforce-Projekterfahrung mit (sei es als Consultant, Business Analyst oder Administrator)
• Du beherrschst Prozessanalyse und Konzeption sicher und kannst dich branchenübergreifend in verschiedenen Funktionsbereichen zurechtfinden
• Du hast Erfahrung in codefreien Konfiguration (Flows, Approval-Prozesse, Reports und Security-Einstellungen sind dir vertraut)
• Du verstehst Datenmodelle, Integrationsprinzipien und Benutzererlebnisse (Erfahrung mit Experience Cloud von Vorteil)
• Relevante Salesforce Zertifizierungen im Bereich Administrator, Business Analyst oder Consultant runden dein Profil ab
• Sehr gute Deutschkenntnisse und sichere Englischkenntnisse

Hinweis: Wir freuen uns über Bewerbungen von Schweizer oder EU-Bürgern:innen sowie von Personen mit gültiger Schweizer Arbeitsbewilligung.

Wenn du an dieser Position interessiert bist und mehr erfahren möchtest, melde dich gerne bei mir.

Job Title: Director, CRM & Sales Systems

Position Overview

The Director, CRM & Sales Systems will oversee the strategy, development, and day-to-day management of the organization's sales technology ecosystem. This includes ownership of the Salesforce platform and other tools that support distribution, enablement, and operational effectiveness. The role is accountable for establishing a long-term vision for CRM capabilities, ensuring strong adoption, optimizing processes, improving data quality, and enabling reporting and analytics to support business growth.

This leader will collaborate closely with teams across Sales, Relationship Management, Technology, Marketing, and Finance to understand business needs, refine workflows, and guide enhancements from concept through execution.

Key Responsibilities:
- Oversee the development and implementation of sales enablement platforms.
- Collaborate with cross-functional teams to optimize the Salesforce ecosystem.
- Analyze data to provide insights that improve sales operations and efficiencies.
- Lead training programs to equip sales personnel with essential tools and knowledge.
- Stay updated on industry trends to drive innovative solutions within the team.

Ideal candidates will possess strong skills in Sales Operations and Salesforce, demonstrating their ability to enhance productivity and foster collaboration.

In addition to a competitive salary, the role offers a comprehensive benefits package, including a 401(K) match, reduced-priced shares, medical and dental insurance, and pension contributions.

If you are passionate about sales enablement and thrive in an onsite collaborative environment, we encourage you to apply for this exciting opportunity.

We are seeking a Salesforce Senior Functional Consultant to join a growing team, where your expertise across Salesforce Sales Cloud and Service Cloud will support the delivery of high-quality solutions and strong business outcomes.

Key Responsibilities:

• Provide functional leadership and guidance on Salesforce solutions, recommending products that align with business objectives
• Work closely with business and technical stakeholders to gather, analyse, and translate requirements into scalable Salesforce solutions across Sales, Service, and Marketing Cloud
• Facilitate training sessions, workshops, and ongoing user support to ensure successful implementation
• Contribute to solution design, project delivery, and best-practice architecture decisions throughout the implementation lifecycle

What We Offer:

• Opportunity to work on meaningful Salesforce initiatives within a collaborative environment

• Exposure to multiple Salesforce clouds and advanced technologies such as Agentforce

• A supportive team culture with opportunities for professional growth and development

Mason Frank are proud to partner with a leading Salesforce Platinum Partner who are actively hiring for a Salesforce functional consultant with proven experience working with Salesforce Revenue Cloud.

Key Responsibilities:

• Collaborate with clients to understand their business requirements and translate them into effective Salesforce solutions.
• Design and implement Salesforce Revenue Cloud solutions, including CPQ (Configure, Price, Quote) and Billing.
• Provide expert guidance on best practices and industry standards for Salesforce Revenue Cloud.
• Conduct workshops and training sessions for clients to ensure successful adoption and utilization of Salesforce solutions.
• Work closely with cross-functional teams, including developers, project managers, and other consultants, to deliver high-quality projects on time and within budget.
• Stay up-to-date with the latest Salesforce features, releases, and industry trends to continuously enhance your knowledge and skills.

Qualifications:

• Proven experience as a Salesforce Consultant with a focus on Revenue Cloud.
• In-depth knowledge of Salesforce CPQ and Billing.
• Salesforce certifications, such as Salesforce Certified CPQ Specialist, are highly desirable.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• A passion for helping clients achieve their business objectives through innovative Salesforce solutions.

Compensation & Benefits

• Base salary circa £55k to £65k + bonus & benefits
• Opportunities for professional growth and development.
• A collaborative and supportive work environment.
• The chance to work with a diverse range of clients and industries.
• The opportunity to be part of a leading Salesforce Platinum Partner.

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Feel free to customize this advert to better fit your company's specific needs and culture. Good luck with your search!

Mason Frank is recruiting a Salesforce Solution Architect for a dynamic, international team specializing in Salesforce, Data Cloud, Service Cloud, and AI solutions. This remote role (EST-based) focuses on designing scalable architectures, leading global delivery teams, and advising executives on transformative projects. You'll own solutions from strategy to execution, driving operational efficiency for mid-sized and enterprise clients ready to scale with innovative technologies.

Responsibilities

• Architect & Deliver: Lead the design and implementation of Salesforce solutions across Sales, Service, Experience, and Data Cloud, translating business needs into secure, scalable architectures while adhering to best practices, limits, and integrations. Provide hands-on technical support to accelerate delivery.
• Advise Clients: Act as the key technical and strategic advisor, facilitating workshops, discovery sessions, and demos; clearly communicate complex trade-offs to technical and executive audiences.
• Lead Teams & Projects: Ensure on-time, on-budget delivery aligned with client goals; resolve escalations efficiently.
• Support Growth: Partner with sales on scoping, proposals, and Statements of Work (SOWs); contribute architectural insights to pre-sales activities.
• Contribute to Expertise: Create content like case studies, blogs, and webinars to enhance market presence; stay current on Salesforce and AI trends to position the team as industry leaders.

Requirements

• Experience: 5+ years in Salesforce consulting with architectural leadership in Sales, Service, and Experience Cloud; proven success leading global teams on enterprise-scale projects.
• Technical Expertise: Deep knowledge of AgentForce, Data Cloud, Service Cloud Voice, AI-driven solutions, data modeling, security, and integrations.
• Skills: Strong communication to translate technical concepts into business value; ability to simplify ideas for clients and content creation.
• Certifications (Required): Salesforce Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant.
• Certifications (Preferred): Data Cloud Consultant, Experience Cloud Consultant, Revenue Cloud Consultant, Marketing Cloud Consultant, Application/System Architect, Agentforce Specialist.
• Bonus: Track record of knowledge sharing via articles, presentations, webinars, or community involvement.

Benefits

Influence how enterprises optimise operations with Salesforce and AI, supported by a results-driven team!

About Mason Frank

Mason Frank International is the global leader in Salesforce recruitment, connecting top Salesforce professionals with leading organisations worldwide. Our deep market expertise and extensive network help candidates find career-defining roles while enabling companies to build exceptional Salesforce teams.

Make your mark in a purpose-driven team by joining our client's Salesforce.com team as a Managed Service Consultant. Our client is an excellent consulting partner based in London, specialising in the Non-profit sector. This permanent position is fully remote.



Key Responsibilities

• Deliver high quality Salesforce solutions using an agile, sprint-based approach, owning solution design, configuration, and deployment end to end.
• Lead customer engagement through workshops, sprint ceremonies, and solution playback sessions, acting as a trusted advisor throughout delivery.
• Scope and document customer requirements, producing clear solution designs, estimates, and user stories aligned to business goals, budget, and scalability.
• Collaborate with internal teams to ensure successful delivery, quality assurance, accurate time management, and effective handover to support.
• Support customer retention and growth by demonstrating value, contributing to renewals, and identifying opportunities for expanded engagement.

The ideal Candidate will possess:

• Strong Salesforce consulting experience, with the ability to translate business requirements into scalable, well-designed solutions.
• Proven experience delivering projects in an agile environment, confidently leading workshops, ceremonies, and customer discussions.
• Excellent communication and relationship management skills, with the ability to build trust and act as a valued advisor to customers.
• Strong time management and problem-solving skills, with attention to detail and a commitment to high quality delivery.
• Experience in the Non-profit sector is desirable, but not essential.

Competitive salary between £60,000 - £70,000. If you are ready to work closely with senior stakeholders, in a role that combines hands on Salesforce expertise with key customer engagement and strategic input, we encourage you to apply for this exciting opportunity.