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.

- Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels.

- Set up proper user access controls and role-based permissions.

- 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 :

- 4+ 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.