Salesforce Consultant

Quick Facts

• Role: Salesforce Consultant

Description

Lead and deliver Salesforce implementations for insurance and financial services clients, from solution design and functional requirements to end-to-end delivery. Coordinate Agile project execution and act as a team leader, Product Owner, Scrum Master, or business architect as needed. Provide Salesforce best-practice leadership and drive adoption among client teams, working closely with developers and IT architects.

Responsibilities

• Support sales activities and participate in delivery of projects

• Lead end-to-end implementation of Salesforce solutions in insurance and finance

• Consult during IT projects for financial institutions, primarily insurance companies

• Coordinate larger Agile implementation projects or lead a project area independently

• Perform complex business analysis; define functional requirements and design solutions; mentor team members

• Serve as team leader, Product Owner, Scrum Master, or business architect as required

• Supervise analytical work across multiple teams

• Build relationships with client leadership and key personnel

• Collaborate daily with software developers and IT architects

• Provide Salesforce best-practice guidance and drive client adoption

Requirements

• 4+ years of Salesforce systems implementation experience, preferably as a Salesforce Consultant, focusing on Financial Services Cloud and Insurance

• 2+ years of IT project experience in the financial sector, preferably insurance or bancassurance in an international environment

• Understanding of insurance or banking operations, processes, and business models

• Proficiency designing solutions on the Salesforce Platform (multiple clouds)

• Experience recommending and delivering solutions to enterprise clients

• English proficiency (C1) for confident collaboration with native speakers

• Ability to work full-time in Poland and the European Union

Benefits

• Flexible working hours and a hybrid home office model (2–3 days per week in the office)

• Promotion twice a year and a defined career path with salary forecast

• Training budget for courses and conferences; access to an online training platform; co-funded language classes

• Internal coach for onboarding and further training; budget for team lunches

• Volunteering opportunities via a community program

• Teambuilding activities, trips, hobby groups, and cultural events

• Additional employee benefits and perks