Salesforce Consultant

​Job Title: Salesforce/Netsuite Consultant (6-Month Contract)

Location:Hybrid (London Office)

Rate:£350 per day (Outside IR35)

Start:Mid October

TechOhana is excited to be partnering with a charitable organisation embarking on a major systems overhaul. We're searching for a Salesforce/Netsuite Consultant to implement a new CRM system alongside a Financial Systems solution.

As the organisation manages funds for its clients, understanding financial processes is crucial. Your role will be key in ensuring smooth, secure integration of both the CRM and financial systems.

What You’ll Bring:

Deep Knowledge of Salesforce and NetSuite Implementations:You possess strong technical expertise in configuring Salesforce and NetSuite to align with business needs, including CRM solution design and ERP implementation. This knowledge enables you to manage end-to-end system integration for a seamless user experience.

Expertise in Financial Processes and Funds Management:You are skilled in financial operations such as cash flow management and reporting. This expertise is essential for setting up a system that accurately captures and integrates financial data between Salesforce and NetSuite, streamlining workflows for effective fund management and transparency.

Ability to Design and Execute Secure and Efficient Solutions:Security and efficiency are your priorities. You will implement solutions that comply with industry standards, optimising data handling and access controls to protect sensitive financial and client information while ensuring smooth operations.

Proven Experience in CRM and Financial Systems Integration:You have a successful track record of integrating Salesforce with NetSuite, allowing you to anticipate challenges and deliver reliable solutions. Your expertise ensures a well-coordinated system that supports the charity's goals and operational needs.

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