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 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.

Key Responsibilities:

  • 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. Use tools like Flow, Process Builder, and Lightning components.
  • Business Process Optimization:
  • Analyze current business processes and recommend Salesforce solutions to improve efficiency in policy issuance, renewals, claims management, and customer communications.
  • Integration Management:
  • 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.
  • Reporting & Analytics:
  • 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. Offer ongoing support and improvements as needed.

Required Qualifications:

  • 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.
  • Strong understanding of insurance regulations (HIPAA, GDPR, etc.) and Salesforce compliance features.
  • Salesforce certifications (Salesforce Administrator, Salesforce Platform App Builder, or Financial Services Cloud certification) preferred.

Key Skills:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple projects and meet deadlines.
  • Experience with data migration and integration of complex systems.
  • Ability to work collaboratively in a fast-paced insurance environment.

Benefits:

  • 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 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 €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 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...

  • Senior Salesforce Consultant

    2 months ago

    United Kingdom The People Network Full time €60,000 - €75,000

    Senior Salesforce Consultant - Techno/Functional This small, global consulting firm is further accelerating the growth of its Salesforce Practice in line with a growing pipeline of projects. They now require a Senior Salesforce Consultant to join the team and play a lead role in projects and deliveries. In this client-facing, consulting role you will have...

  • Senior Salesforce Consultant

    2 months ago

    United Kingdom The People Network Full time €60,000 - €75,000

    Senior Salesforce Consultant - Techno/Functional This small, global consulting firm is further accelerating the growth of its Salesforce Practice in line with a growing pipeline of projects. They now require a Senior Salesforce Consultant to join the team and play a lead role in projects and deliveries. In this client-facing, consulting role you will have...

  • Senior Salesforce Functional Consultant

    3 weeks ago

    United Kingdom R3 Digital Full time

    This is the ideal role for a talented candidate with a strong consulting skill set looking to accelerate their career with a start-up company. The successful candidate will benefit from excellent career enhancing prospects, including opportunities for professional development, mentorship, and leadership roles, as well as interesting and varied projects and...

  • Senior Salesforce Functional Consultant

    3 weeks ago

    United Kingdom R3 Digital Full time

    This is the ideal role for a talented candidate with a strong consulting skill set looking to accelerate their career with a start-up company. The successful candidate will benefit from excellent career enhancing prospects, including opportunities for professional development, mentorship, and leadership roles, as well as interesting and varied projects and...

  • Senior Salesforce Functional Consultant

    3 weeks ago

    United Kingdom R3 Digital Full time

    This is the ideal role for a talented candidate with a strong consulting skill set looking to accelerate their career with a start-up company. The successful candidate will benefit from excellent career enhancing prospects, including opportunities for professional development, mentorship, and leadership roles, as well as interesting and varied projects and...

  • Senior Salesforce Functional Consultant

    2 weeks ago

    United Kingdom R3 Digital Full time

    This is the ideal role for a talented candidate with a strong consulting skill set looking to accelerate their career with a start-up company. The successful candidate will benefit from excellent career enhancing prospects, including opportunities for professional development, mentorship, and leadership roles, as well as interesting and varied projects and...

  • Senior Salesforce Functional Consultant

    3 weeks ago

    United Kingdom R3 Digital Full time

    This is the ideal role for a talented candidate with a strong consulting skill set looking to accelerate their career with a start-up company. The successful candidate will benefit from excellent career enhancing prospects, including opportunities for professional development, mentorship, and leadership roles, as well as interesting and varied projects and...

  • Salesforce Functional Consultant

    3 days ago

    United Kingdom TekSelect Full time

    Role: Salesforce Functional Consultant (Mid/Senior)Location: United KingdomSalary: Up to £75,000TekSelect are partnered with a rapidly growing Salesforce Partner who pride themselves on delivering highly customised, complex implementations to proficient standards for UK and global customers. They specialise in hot market verticals, and multi-cloud whist...

  • Salesforce Functional Consultant

    1 week ago

    United Kingdom TekSelect Full time

    Role: Salesforce Functional Consultant (Mid/Senior)Location: United KingdomSalary: Up to £75,000TekSelect are partnered with a rapidly growing Salesforce Partner who pride themselves on delivering highly customised, complex implementations to proficient standards for UK and global customers. They specialise in hot market verticals, and multi-cloud whist...

  • Lead Salesforce Consultant

    3 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,...

  • 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

    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,...

  • Salesforce Consultant

    2 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:...

  • 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...

  • 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...

  • 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,...