Salesforce Consultant

About The Role

A Chicago-based wealth management firm made a significant investment in Salesforce as its new CRM platform, and we need the right person to make it stick. This is a contract role for someone who knows Salesforce inside and out, loves working across teams, and takes personal ownership in driving results. The right candidate will help us move off legacy systems, get the business running on Salesforce the right way, and ultimately help us grow AUM.

Responsibilities

• Design and implement Salesforce solutions that align with our distribution and client team workflows, making their day easier and more efficient.
• Identify broken processes, inefficiencies, or data issues and proactively build scalable solutions in Salesforce.
• Work directly alongside client and distribution teams to earn trust and deliver results by demonstrating deep Salesforce expertise.
• Turn Salesforce platform capabilities into measurable business outcomes, ensuring adoption and scalability.
• Develop and execute an enablement plan to ensure all sales and client team members effectively use Salesforce daily.
• Scope, prioritize, and drive process improvements within the first 90 days.

Requirements

• Deep Salesforce experience, including configuration, optimization, and real-world CRM management in a business environment.
• Proven ability to design and implement sales processes within Salesforce that improve team efficiency and adoption.
• Self-starter mentality—you identify problems, propose solutions, and execute without needing constant guidance.
• Strong stakeholder management skills, with the ability to build trust and credibility through delivery.
• Experience working directly with sales and client-facing teams to drive platform adoption.

What Success Looks Like In 90 Days

• Distribution and client teams are actively using Salesforce for pipeline management, not working around it.
• At least two or three process improvements are scoped, prioritized, and in progress.
• Key stakeholders proactively include you in conversations, trusting your expertise and guidance.
• Every member of the sales and client teams has a baseline understanding of Salesforce and uses it effectively daily.
• A clear enablement plan is in place, with you serving as the primary resource for questions, best practices, and platform guidance.