WSS Associates
Salesforce Consultant (Marketing Solutions)
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Salesforce Consultant (3-Month Contract)
Location: Remote/Hybrid - London
Contract Length: Initial 3-month engagement
Our London based real estate client is seeking an experienced Salesforce Consultant to conduct a comprehensive review and optimisation of our Salesforce environment. This short-term engagement will focus on improving platform efficiency, reducing unnecessary costs, and ensuring they are maximising the value of our Salesforce investment. If you have an integration with end to marketing platforms and solutions that would be highly advantageous in addition to knowledge of Ironclad.
Key Responsibilities
- Conduct a full Salesforce health check, including users, roles, permissions, profiles, licenses, integrations, and overall platform utilisation.
- Identify opportunities to reduce costs, including reviewing license usage and eliminating unused or redundant functionality.
- Review existing data structures and fields, recommending the removal or consolidation of unused fields and objects where appropriate.
- Assess and document all workflows, automations, and business processes, ensuring governance and maintainability.
- Analyse current integrations and provide recommendations for optimisation.
- Evaluate how Salesforce can better support the contracts/business operations function, including workflow improvements and process automation opportunities.
- Provide practical recommendations to increase user adoption, efficiency, and return on investment.
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Skills & Experience
- Proven experience delivering Salesforce audits, optimisation programmes, or platform health checks.
- Strong understanding of Salesforce administration, security models, permissions, workflows, Flow, integrations, and license management.
- Experience identifying opportunities for process improvement and platform rationalisation.
- Ability to document technical and business processes clearly for both technical and non-technical stakeholders.
- Salesforce certifications preferred.
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Deliverables
- Salesforce environment assessment report.
- Licence and cost optimisation recommendations.
- Workflow and automation documentation.
- Data and field clean-up recommendations.
- Roadmap outlining opportunities to improve utilisation, efficiency, and business value.
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