Salesforce Consultant

About The Role

A Chicago-based wealth management firm has made a significant investment in Salesforce as its new CRM platform. This contract role is for a Salesforce expert who thrives on cross-team collaboration and takes ownership in driving results. The ideal candidate will help transition the business off legacy systems, optimize Salesforce for daily operations, and support growth in AUM.

Responsibilities

• Proactively identify and resolve inefficiencies in Salesforce processes without waiting for direction.
• Design and implement Salesforce workflows that align with how distribution and client teams operate, ensuring usability and scalability.
• Translate platform capabilities into tangible business outcomes by fixing broken processes, improving data accuracy, and streamlining workflows.
• Collaborate directly with client and distribution teams to build trust through expertise and consistent delivery.
• Drive adoption by ensuring teams actively use Salesforce for pipeline management and daily tasks.
• Develop and execute an enablement plan to serve as the primary resource for Salesforce questions, best practices, and guidance.

Qualifications

• Extensive hands-on experience configuring, optimizing, and managing Salesforce in a real business environment.
• Proven ability to design and implement sales processes within Salesforce that improve efficiency and scalability.
• Self-driven mindset with a track record of identifying problems and delivering solutions independently.

What Success Looks Like

• Within 90 days, distribution and client teams are actively managing their pipeline in Salesforce, not circumventing it.
• At least two or three process improvements are scoped, prioritized, and in progress.
• Key stakeholders proactively involve you in conversations due to demonstrated expertise and trust.
• Every member of the sales and client teams has a baseline understanding of Salesforce and uses it effectively daily.
• A clear enablement plan is established, positioning you as the go-to resource for platform guidance.