Salesforce Consultant
Hamilton Forth
November 8, 2022
Industry and Commerce
Salary Guide
£60,000 Dependent on Experience
Scotland and UK


Hamilton Forth is excited to have partnered with a fast-growing Salesforce Product Owner to recruit for a Salesforce Consultant to join their existing team.

This an exciting opportunity to become a specialist in social investment and play a key part in the organisations entry into the UK credit union sector to plan, manage and deliver customer implementations.


  • Working with clients to gather requirements and analyse business processes
  • Facilitating customer workshops
  • Coordinating sprint planning and sprint review sessions
  • Supporting Salesforce junior consultants in configuring Salesforce and the application including any third-party integrations (such as FormAssembly, FinDock and DocuSign)
  • Migrating data from the client’s existing platform
  • Managing user acceptance testing
  • Providing training to  users
  • Facilitating customer workshops
  • Gathering requirements and analysis business processes
  • Collating potential product user stories for further investigation
  • Providing ongoing support to existing customers to ensure that they are getting the most out of their Salesforce and implementation.


  • Salesforce Certified Administrator and either Advanced Administrator, Platform App Builder or Platform Developer Certified
  • In-depth knowledge and experience of Salesforce and of designing and implementing Salesforce CRM systems
  • Passion for the Salesforce technology platform
  • Strong business analysis skills balanced with equally strong system analysis and design skills
  • Substantial project management experience, including working with senior managers
  • Experience of business analysis including running workshops for staff at all levels to identify business requirements
  • Experience of building business processes through the development of Salesforce Flows. Desirable: experience of building front-end Screen Flows
  • Experience supporting successful sales efforts including demonstration of IT systems
  • Excellent written and verbal communication skills, including the ability to articulate IT solutions to groups, present sales demonstrations, facilitate workshops, deliver training etc.
  • Pro-active, able to take initiative and self-motivate
  • Willingness and ability to work outside normal office hours and travel within the UK as needed
  • Delivery of training in IT systems for non-technical staff