Salesforce Consultant

1 day ago

Sydney, New South Wales, Australia Latitude IT Full time $80,000 - $120,000 per year

Sydney CBD | Financial Services

Are you a hands-on Salesforce expert ready to make a real impact across marketing, investor engagement, and business operations?

We're looking for a Salesforce Specialist to take ownership of the day-to-day administration, support, and enhancement of Salesforce, Financial Services Cloud, and Pardot (Account Engagement). This role blends BAU support, stakeholder engagement, and continuous system improvement — perfect for someone who enjoys solving problems, improving processes, and driving CRM adoption.

What You'll Do

  • Administer and optimise Salesforce, Financial Services Cloud, and Pardot to ensure reliability and data accuracy
  • Design and maintain objects, reports, dashboards, and Excel-based analytics for key business insights
  • Partner with stakeholders to capture requirements and deliver CRM enhancements
  • Manage marketing automation and email campaigns within Pardot
  • Collaborate across marketing, corporate affairs, investor relations, and operations
  • Prioritise and track system requests through weekly meetings
  • Troubleshoot issues and coordinate with external vendors when needed

About You

  • Proven Salesforce administration experience, ideally within financial services or a corporate environment
  • Hands-on experience with Financial Services Cloud, Pardot (Account Engagement) or Marketing Cloud
  • Strong understanding of Salesforce reporting, Flows, and automation tools
  • Skilled in data manipulation within Salesforce and Excel
  • Self-starter with excellent problem-solving and analytical skills
  • Confident communicator with the ability to manage multiple stakeholders
  • Experience supporting BAU operations and delivering small enhancement projects
  • Salesforce certifications (Admin, Pardot, Marketing Cloud, Financial Services Cloud) highly regarded
  • Knowledge of data security principles is desired.

Why Join

  • Be the internal Salesforce SME driving system performance and innovation
  • Work closely with a values-driven, high-performing investment team
  • Gain exposure across investor engagement, operations, and leadership
  • Play a key role in advancing the organisation's CRM maturity and adoption of Financial Services Cloud

Email: for more information.

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