Mason Frank

Salesforce Financials Consultant A growing consultancy is looking for a Financials Consultant to join their team in a client-facing role that combines pre-sales, solution design, and end-to-end project delivery. Remote, UK. Key Responsibilities Act as the financial subject matter expert on client engagements Lead discovery and scoping workshops Support solution sales and commercial discussions Gather requirements, design solutions, and implement mid-market accounting systems Manage data migration, training, and post-implementation support Engage with senior stakeholders and maintain strong client relationships About You Hands-on experience with Certinia and other Salesforce-based accounting products Strong accounting knowledge (part-qualified or equivalent) Salesforce consulting experience (ADM201+ preferred) Comfortable presenting and negotiating with senior stakeholders Client-focused, commercially aware, and able to work independently