We are a growing accounting firm with 7 team members looking for an experienced Salesforce consultant to complete and operationalize an existing Salesforce buildout.
Two trusted former colleagues began designing our Salesforce infrastructure, but due to competing commitments they are unable to finish the project. We are looking for a highly organized, execution-focused Salesforce expert who can take over via a structured handoff, complete the system, and successfully roll it out across our team.
This is not a “start from scratch” project. The foundation exists — we need someone who can finish, refine, and implement it so our entire firm runs inside Salesforce.
Primary Goals
Complete existing Salesforce configuration
Build role-based home dashboards so each employee clearly sees:
Assigned tasks
Workflow queues
Client responsibilities
Deadlines and priorities
Organize and standardize all client data
Implement workflows for our core service lines
Ensure 100% team adoption through training and workflow design
Key Workflows to Support
Client onboarding
Monthly accounting / bookkeeping workflows
Payroll onboarding
Payroll processing cycles
Tax return preparation workflows
Forecasting / projections (“lite projections”)
Ongoing client task management
Scope of Work
Project Handoff
Meet with prior builders
Review existing architecture and decisions
Audit current setup and identify gaps
Build Completion
Finalize object structure and relationships
Automate workflows and task creation
Create role-based dashboards and home screens
Improve usability and workflow clarity
Ensure scalable data organization
Implementation & Adoption
Help migrate team workflows fully into Salesforce
Train staff (non-technical users)
Optimize processes for real-world daily usage
Document system structure and SOPs
Ideal Candidate
Strong Salesforce Admin or Architect experience
Experience implementing Salesforce for professional services firms (accounting, legal, consulting, etc. preferred)
Excellent workflow/process design skills
Able to simplify systems for non-technical teams
Experience driving user adoption and change management
Strong communicator comfortable leading implementation
Apply Now
Apply Now