Salesforce Financial 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.

• Act as the financial subject matter expert on client engagements

• Lead discovery and scoping workshops

• Support solution sales and commercial discussions

• Gather requirements, design solutions, and implement mid-market accounting systems

• Manage data migration, training, and post-implementation support

• Engage with senior stakeholders and maintain strong client relationships

• Hands-on experience with Certinia and other Salesforce-based accounting products

• Strong accounting knowledge (part-qualified or equivalent)

• Salesforce consulting experience (ADM201+ preferred)

• Comfortable presenting and negotiating with senior stakeholders

• Client-focused, commercially aware, and able to work independently