Salesforce Consultant

4 days ago

Sydney, New South Wales, Australia Latitude IT Full time $120,000 - $150,000 per year

Salesforce CRM Specialist

Investment Management / Financial Services Sector

An established and high-performing investment management firm is seeking a Salesforce CRM Specialist to take ownership of their full Salesforce ecosystem. You'll play a central role in optimising how the business connects with its investor base, manages data, and delivers marketing automation.

This is a hands-on ideal for a Salesforce professional who thrives on autonomy, enjoys stakeholder engagement, and is ready to lead the evolution of CRM across the entire business.

What You'll Do

  • Own the end-to-end Salesforce ecosystem, including Sales Cloud, Pardot (or Marketing Cloud), and related integrations.
  • Work directly with internal teams (marketing, investor relations, operations) to understand needs and turn them into practical solutions.
  • Design, build, and manage workflows, automation, and data processes using Flows, validation rules, custom objects, and dashboards.
  • Partner with marketing to support campaigns, lead journeys, segmentation, and performance reporting.
  • Develop user-friendly reporting tools that support data-driven decision-making across the business.
  • Champion adoption and provide training, support, and documentation for internal users.
  • Ensure platform performance, data integrity, and compliance with business policies.
  • Introduce scalable enhancements, including the integration of AI and other emerging Salesforce tools as the platform evolves.

What You'll Bring

  • Proven experience as a Salesforce Administrator, Consultant, or CRM Specialist in a standalone or cross-functional role.
  • Strong technical skills across Sales Cloud and either Pardot
    or
    Marketing Cloud.
  • Confident in building Flows, process automation, reports, dashboards, and platform configuration.
  • Experience working directly with internal business users—excellent communication and stakeholder engagement.
  • Ability to operate independently in a fast-paced, agile environment.
  • Understanding of data integrity and governance best practices.
  • Salesforce certifications are a strong plus.

Why Apply?

  • High-visibility, high-impact role where your work directly shapes how the business operates.
  • Opportunity to lead platform growth and innovation across sales, marketing, and investor engagement.
  • Flat, fast-moving environment with strong executive buy-in for tech-driven change.
  • Stable business with excellent reputation in its industry.

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