Salesforce Consultant

2 months ago

United Kingdom TECHOHANA Full time €65,000

Job Title: Salesforce Functional Consultant – Insurance Sector Location: London ( Fully remote)
TechOhana has recently partnered with an Insurance Company who are seeking a skilled Salesforce Functional Consultant with experience in the insurance sector to join their dynamic team. This role focuses on designing, implementing, and optimizing Salesforce solutions tailored to meet the specific needs. The ideal candidate will have a deep understanding of insurance processes (policy management, claims handling, customer service) and a strong background in Salesforce configuration, integration, and customization.
Requirement Gathering & Analysis:
Collaborate with business stakeholders (underwriters, agents, claims teams) to understand and document business requirements. Translate these needs into Salesforce functionalities that streamline insurance processes.
Salesforce Configuration & Customization:
Configure and customize Salesforce, particularly Insurance Cloud or Financial Services Cloud, to enhance policy management, claims processing, lead generation, and customer service. Business Process Optimization:
Analyze current business processes and recommend Salesforce solutions to improve efficiency in policy issuance, renewals, claims management, and customer communications.
Work closely with technical teams to integrate Salesforce with legacy insurance platforms (policy administration, claims systems, billing, etc.) ensuring seamless data flow and synchronization.
Data Management & Migration:
Oversee data migration and ensure the integrity of customer and policy data from legacy systems to Salesforce. Ensure data is properly structured for reporting and compliance.
Design and implement customized Salesforce reports and dashboards for insurance KPIs, such as claims analysis, policy renewals, agent performance, and customer satisfaction.
Compliance & Security:
Ensure that Salesforce configurations align with insurance industry regulations (HIPAA, GDPR) and use tools like Salesforce Shield for data protection and compliance management.
User Training & Support:
Provide training to end-users on Salesforce features, ensuring high adoption rates across sales, claims, and customer service teams. 3+ years of experience working as a Salesforce Functional Consultant, with at least 2 years in the insurance industry.
~ In-depth knowledge of insurance business processes (policy lifecycle, claims, renewals, customer service).
~ Hands-on experience with Salesforce Sales Cloud, Services Cloud, or Finacial Services Cloud Experience Cloud platforms.
~ Proficient in Salesforce configuration (custom objects, workflows, reports, and dashboards).
~ Familiarity with Salesforce integration tools and APIs for linking legacy systems.
~ and Salesforce compliance features.
~ Salesforce certifications (Salesforce Administrator, Salesforce Platform App Builder, or Financial Services Cloud certification) preferred.

Ability to manage multiple projects and meet deadlines.
Experience with data migration and integration of complex systems.
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance.
Professional development and Salesforce certification opportunities.
Flexible working hours and remote work options.

  • Salesforce Consultant

    1 day ago

    United Kingdom X4 Technology Full time

    New permanent opportunity for Salesforce Consultant to join one of the leading IT Services and Solutions providers in the UKPlease note: This position is largely and requires candidates that are based in the UK currently and able to get to London on average once per weekSalesforce Consultant ResponsibilitiesWork with Stakeholders to arrive at the Salesforce...

  • Salesforce Consultant

    1 day ago

    United Kingdom X4 Technology Full time

    New permanent opportunity for Salesforce Consultant to join one of the leading IT Services and Solutions providers in the UK Please note: This position is largely and requires candidates that are based in the UK currently and able to get to London on average once per week Salesforce Consultant Responsibilities Work with Stakeholders to arrive at the...

  • Salesforce Consultant

    21 hours ago

    United Kingdom X4 Technology Full time

    New permanent opportunity for Salesforce Consultant to join one of the leading IT Services and Solutions providers in the UKPlease note: This position is largely and requires candidates that are based in the UK currently and able to get to London on average once per weekSalesforce Consultant ResponsibilitiesWork with Stakeholders to arrive at the Salesforce...

  • Salesforce Consultant

    19 hours ago

    United Kingdom X4 Technology Full time

    New permanent opportunity for Salesforce Consultant to join one of the leading IT Services and Solutions providers in the UK Please note: This position is largely and requires candidates that are based in the UK currently and able to get to London on average once per week Salesforce Consultant Responsibilities Work with Stakeholders to arrive at the...

  • Salesforce Functional Consultant

    1 day ago

    United Kingdom TECHOHANA Full time

    Role: Salesforce Functional ConsultantSalary: Up to £75,000 (DOE)Location: United Kingdom - RemoteTechOhana has collaborated with a Global Manufacturing end user who is building their Salesforce COE. They are looking for a Salesforce Functional Consultant to join their experienced team of Salesforce professionals leading the UK's most exciting digital...

  • Salesforce Functional Consultant

    16 hours ago

    United Kingdom TECHOHANA Full time €75,000

    Role: Salesforce Functional Consultant Salary: Up to £75,000 (DOE) Location: United Kingdom - Remote TechOhana has collaborated with a Global Manufacturing end user who is building their Salesforce COE. They are looking for a Salesforce Functional Consultant to join their experienced team of Salesforce professionals leading the UK's most exciting...

  • Salesforce Functional Consultant

    21 hours ago

    United Kingdom TECHOHANA Full time

    Role: Salesforce Functional ConsultantSalary: Up to £75,000 (DOE)Location: United Kingdom - RemoteTechOhana has collaborated with a Global Manufacturing end user who is building their Salesforce COE. They are looking for a Salesforce Functional Consultant to join their experienced team of Salesforce professionals leading the UK's most exciting digital...

  • Salesforce Consultant

    3 weeks ago

    United Kingdom Steadman Brown Full time

    I am looking for an experienced Salesforce Consultant to join a leading Salesforce partner in the UK. In this role, you will be working both the design and implementation of multicloud Salesforce solutions.Key Responsibilities:Client Engagement: Work closely with clients to gather and understand their business requirements and challenges.Solution Design:...

  • Lead Salesforce Consultant

    2 months ago

    United Kingdom TECHOHANA Full time

    Role: Lead Salesforce ConsultantLocation: United Kingdom - RemoteSalary: Up to £85,000 - DOETechOhana has collaborated with a Summit Salesforce Partner who is looking for an experienced Lead Salesforce Consultant to join their team of highly skilled professionals. Their cutting-edge services provide support to many clients in a range of industries,...

  • Lead Salesforce Consultant

    2 weeks ago

    United Kingdom TECHOHANA Full time

    Role: Lead Salesforce ConsultantLocation: United Kingdom - RemoteSalary: Up to £90,000 - DOETechOhana has collaborated with a Summit Salesforce Partner who is looking for an experienced Lead Salesforce Consultant to join their team of highly skilled professionals. Their cutting-edge services provide support to many clients in a range of industries,...

  • Lead Salesforce Consultant

    16 hours ago

    United Kingdom TECHOHANA Full time €90,000

    Role: Lead Salesforce Consultant Location: United Kingdom - Remote Salary : Up to £90,000 - DOE TechOhana has collaborated with a Summit Salesforce Partner who is looking for an experienced Lead Salesforce Consultant to join their team of highly skilled professionals. Their cutting-edge services provide support to many clients in a range of...

  • Lead Salesforce Consultant

    7 days ago

    United Kingdom TECHOHANA Full time

    Role: Lead Salesforce ConsultantLocation: United Kingdom - RemoteSalary: Up to £90,000 - DOETechOhana has collaborated with a Summit Salesforce Partner who is looking for an experienced Lead Salesforce Consultant to join their team of highly skilled professionals. Their cutting-edge services provide support to many clients in a range of industries,...

  • Salesforce Cloud Consultant

    2 months ago

    United Kingdom TECHOHANA Full time €75,000

    One of our clients is a leading Salesforce Partner who have a small and growing team of seasoned Consultants who are renowned for implementing creative and holistic solutions across various sectors. The executive team has worked hard to cultivate a supportive, energetic culture and they offer fully remote work arrangements. As the Net Zero Cloud...

  • Lead / Senior Salesforce Consultant

    16 hours ago

    United Kingdom TECHOHANA Full time €90,000

    Role: Lead Salesforce Consultant Location: United Kingdom - Remote TechOhana has collaborated with a Summit Salesforce Partner who is looking for an experienced Lead Salesforce Consultant to join their team of highly skilled professionals. Their cutting-edge services provide support to many clients in a range of industries, including financial services,...

  • Salesforce CPQ Consultant

    1 month ago

    United Kingdom Impellam Group Full time

    Salesforce CPQ Consultant (Outside IR35) Day Rate (Outside IR35)6 Month Contract (18 month pipeline) Remote Working You will be joining an award winning and well established global SaaS based business with HQ right here in the UK. As the Salesforce CPQ Consultant, you will be working within a highly experienced product team, making improvements, changes,...

  • Salesforce CPQ Consultant

    1 month ago

    United Kingdom Impellam Group Full time

    Salesforce CPQ Consultant (Outside IR35) Day Rate (Outside IR35)6 Month Contract (18 month pipeline) Remote Working You will be joining an award winning and well established global SaaS based business with HQ right here in the UK. As the Salesforce CPQ Consultant, you will be working within a highly experienced product team, making improvements, changes,...

  • Salesforce Consultant

    16 hours ago

    United Kingdom TECHOHANA Full time €75,000

    Role: Salesforce Functional Consultant Salary: Up to £75,000 (DOE) Location: United Kingdom - Remote TechOhana has collaborated with a Global Manufacturing end user who is building their Salesforce COE. They are looking for a Salesforce Functional Consultant to join their experienced team of Salesforce professionals leading the UK's most exciting...

  • Salesforce Functional Consultant

    2 months ago

    United Kingdom TECHOHANA Full time

    Job Title: Salesforce Functional Consultant – Insurance Sector Location: London ( Fully remote) Salary: Up to £65,000 DOE Job Overview: TechOhana has recently partnered with an Insurance Company who are seeking a skilled Salesforce Functional Consultant with experience in the insurance sector to join their dynamic team. This role focuses on...

  • Salesforce Functional Consultant

    2 months ago

    United Kingdom TECHOHANA Full time €65,000

    Job Title: Salesforce Functional Consultant – Insurance Sector Location: London ( Fully remote) Salary: Up to £65,000 DOE Job Overview: TechOhana has recently partnered with an Insurance Company who are seeking a skilled Salesforce Functional Consultant with experience in the insurance sector to join their dynamic team. This role focuses on...

  • Salesforce Functional Consultant

    2 months ago

    United Kingdom TECHOHANA Full time

    Job Title: Salesforce Functional Consultant – Insurance SectorLocation: London ( Fully remote)Salary: Up to £65,000 DOE Job Overview:TechOhana has recently partnered with an Insurance Company who are seeking a skilled Salesforce Functional Consultant with experience in the insurance sector to join their dynamic team. This role focuses on designing,...