Salesforce Consultant

Salesforce Consultant

Position Description

The Salesforce Consultant is responsible for leading and owning the end-to-end delivery of a Salesforce implementation. A successful candidate must be highly motivated, experienced with scoping and understanding business objectives, and intelligently mapping those goals to Salesforce solutions. The ability to clearly communicate and build client relationships while efficiently managing scope and budget are critical to this role.

Key responsibilities

  • Own and lead the Brightmark project team to successfully execute the full project lifecycle, from scoping through to go-live and end user training
  • Gain a deep and clear understanding of the client’s business processes and apply your industry and Salesforce expertise to design a solution that drives customer success
  • Identify and design the solution approach, including standard and custom Salesforce features and tools, third-party applications and integrations that may be required
  • Play a leading role in key project deliverables, including scoping, solution design, user acceptance testing walkthroughs, deployment and training.
  • Collaborate with teammates to declaratively build Salesforce functionality and identify future enhancements
  • Clearly and effectively communicate with clients, teammates and leadership to ensure scope, quality and budget are managed.
  • Recommend appropriate training and customer support options that facilitate ongoing adoption


*Must have

  • Highly organized, independent thinker with the ability to clearly communicate to technical and non-technical audiences at all levels of the organization
  • Hands-on experience leading end-to-end Salesforce solutions
  • Data modelling expertise
  • Strong commitment to continuous learning and deepening of knowledge in the Salesforce ecosystem
  • Strong communication and client management skills with experience successfully managing client expectations throughout a project lifecycle
  • High level of proficiency in building solutions using declarative tools in Salesforce
  • Experience with third-party solutions or AppExchange partners

*Nice to have

  • Experience implementing other marketing automation tools (Hubspot, Marketo)
  • Deep understanding of the financial services industry in Canada
  • Previous business analysis and/or project management experience
  • Previous experience implementing Service Cloud, Experience (Community) Cloud, Financial Services Cloud and Pardot
  • Hands-on experience with Data Loader or other data integration tools

Certification Requirements

The successful candidate will possess, or be expected to complete the following certifications:

  • Administrator
  • App Builder
  • Sales Cloud Consultant
  • Service Cloud Consultant
  • Experience Cloud Consultant

About Brightmark

As Salesforce specialists since 2006, we are at the forefront of Salesforce innovations, focused on enabling clients to get the most out of their investment. This commitment to excellence is part of Brightmark’s ability to recruit and retain an outstanding team of Salesforce experts. Our team members – many of whom previously worked directly with Salesforce and in the Financial Services Industry – collectively represent more than 150 years of experience with the technology and have earned more than 40 Salesforce Certifications.

If you are seeking new opportunities for learning and career growth as part of an innovative and experienced team, let’s talk! Send your resume to

What Clients
Say About

  • At Horizons ETFs we consider our work with Brightmark a true partnership. With their expertise we have been able to leverage our Salesforce client management system to its fullest potential.

    Horizons ETFs

    Tammy Cash,
    Executive Vice-President, Head of Marketing

  • The Brightmark team understands our business, our clients and our challenges, which allows them to implement quickly and cost-effectively. Brightmark’s deep bench of Salesforce experts working with us has been key to our continuous improvement.

    NEI Investments

    Steve Wylie
    Director, Digital Sales and Enablement

  • Stone engaged Brightmark in 2018 to help with our Salesforce and Pardot integrations and they have since become one of our most valuable business partners. They are subject matter experts who consistently provide advice and solutions that benefit our bottom line. Our projects are delivered on time and on budget, and my team is continually wowed by their service. I would recommend Brightmark to any organization looking to work with the best of the best.

    Stone Investment Group Limited

    Richard G. Stone
    Founder & CEO

Let’s have a
about your needs

Our experience includes customizing, implementing and supporting the following Salesforce products:

  1. Review your business goals: where you want to go.
  2. Review your business needs: current systems, processes and status.
  3. Outline potential solutions, including recommended products and license mix.
  4. Outline your Salesforce options, including cost and speed of deployment.
  5. Provide your customized business proposal, including goals, problems, and solutions, approaches to be taken, and deliverables.