Salesforce Financial Consultant

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

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  Act as the financial subject matter expert on client engagements
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  Lead discovery and scoping workshops
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  Support solution sales and commercial discussions
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  Gather requirements, design solutions, and implement mid-market accounting systems
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  Manage data migration, training, and post-implementation support
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  Engage with senior stakeholders and maintain strong client relationships

About You

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  Hands-on experience with Certinia and other Salesforce-based accounting products
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  Strong accounting knowledge (part-qualified or equivalent)
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  Salesforce consulting experience (ADM201+ preferred)
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  Comfortable presenting and negotiating with senior stakeholders
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  Client-focused, commercially aware, and able to work independently