SENIOR SALESFORCE CONSULTANT
8th ElementJob Description
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 - 9+ 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: salesforce,google ads,sales cloud,crm,architecture,stakeholder management,data management,cdp,direct client interaction