Collaboration is at the core of everything we do—both with our clients and within our teams. With over 60 in-house experts, we deliver bespoke, end-to-end solutions across ERP, CRM, asset management systems, automation, and advanced analytics. The result: seamless implementation, clear stakeholder alignment, and lasting business impact.

Our core offerings include:

• Modern Data Platforms (Microsoft Azure, Fabric, Databricks, Snowflake)

• Data Engineering & Analytics Solutions

• AI & Machine Learning Enablement

• Business Intelligence & Reporting (Power BI)

• Data Governance & Architecture

• Enterprise Cloud & Digital Transformation Projects

Key responsibilities of a Salesforce Lead Consultant:

Client Engagement & Leadership

• Lead Salesforce engagemefornts from discovery through to delivery, with accountability for solution quality and client outcomes

• Facilitate workshops and stakeholder sessions to define business needs and translate them into clear, actionable solutions

• Act as a trusted advisor to clients, providing guidance on platform capabilities, best practices, and solution approach

• Engage effectively with stakeholders at all levels, including business users, product owners, and senior leadership

• Drive alignment across stakeholders, managing competing priorities and ensuring clarity on solution direction

Solution Design & Architecture

• Design end-to-end Salesforce solutions that are scalable, maintainable, and aligned to platform best practices

• Make key design decisions, including trade-offs between declarative and programmatic approaches

• Define solution architecture across Sales, Service, and Field Service processes

• Ensure strong alignment between business requirements, data model design, and automation strategy

• Produce high-quality solution documentation, including user stories, process flows, and design specifications

Salesforce Flow & Automation (Core Focus)

• Design, build, and optimise advanced Salesforce Flows, including:

• Record-Triggered Flows (before-save & after-save)

• Screen Flows for guided user experiences

• Scheduled Flows and asynchronous automation

• Replace legacy automation (Workflow Rules / Process Builder) with modern Flow-based solutions

• Apply best practices for:

• Performance optimisation (before vs after save logic)

• Bulkification and scalability

• Error handling and fault paths

• Reusable and modular Flow design

• Build complex business logic across:

• Opportunity lifecycle and approvals

• Case management and SLA enforcement

• Field Service processes (work orders, scheduling, status transitions)

• Troubleshoot and debug Flow issues in production environments

Requirements & Solution Design

• Capture and document detailed business requirements and translate into Flow-driven solutions

• Produce:

• User stories and acceptance criteria

• Process maps and automation design documentation

• Data models aligned to automation strategy

• Design end-to-end automation architecture across Salesforce clouds

Salesforce Configuration ( Declarative)

• Configure Salesforce using “clicks not code”:

• Custom objects, fields, validation rules

• Page layouts and Lightning record pages

• Reports and dashboards

• Deliver solutions across:

• Salesforce Sales Cloud

• Salesforce Service Cloud

• Salesforce Field Service

Delivery Oversight & Governance

• Take ownership of end-to-end delivery, ensuring solutions meet quality standards, timelines, and functional requirements

• Identify, manage, and mitigate delivery risks, dependencies, and blockers

• Lead backlog refinement, sprint planning, and solution reviews

• Define and enforce delivery standards, including naming conventions, documentation, and deployment practices

• Ensure consistency and quality across all solution components

Team Leadership & Mentorship

• Provide leadership and direction to consultants and analysts across delivery teams

• Review and validate solution designs and configurations to ensure alignment with best practices

• Mentor team members in Salesforce capabilities, particularly Flow and declarative design

• Foster a culture of quality, accountability, and continuous improvement within the team

Essential requirements

• Salesforce Pardot, Marketing Cloud

• Experience of configuration & implementation

• Certification