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Salesforce ConsultantPerigon Group · Brisbane, Queensland, Australia
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Perigon Group

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Salesforce Consultant

🗓️ Posted 2026-08-21 Brisbane, Queensland, Australia Full-time Hybrid ICT
💰 Salary Not shared 📊 Market A$8,000–A$12,000/mo
Location: Brisbane

About the Company

Perigon Group, founded in Sydney in 2010, now has branches in Brisbane & Melbourne. Our recruitment approach is fuelled by dedication, offering temp and perm, contract staffing & executive search solutions. Our vast network and expertise allow us to swiftly identify and secure top-tier talent, while fostering enduring relationships with clients and candidates ensures a seamless recruitment process. At Perigon, our strength lies in connecting talent and opportunity, consistently driving excellence across our divisions - Accounting & Finance, Financial Institutions, Corporate Services & Technology. In the Accounting & Finance sector, we wield a well-networked and experienced team. Our clientele spans ASX50, large multinationals, SMEs, startups, and private equity firms. We cover entry-level roles all the way up to within the CFOs. The Financial Institutions team holds expertise across banking, insurance, funds management, investment management, wealth management, custody, private equity, and superannuation sectors. Employing comprehensive networking and search methods, we unearth top-notch talent for temporary, contract, and permanent roles. Our Corporate Services arm is dedicated to tailoring recruitment solutions for Human Resources, General Business Support, and Legal roles. With a proven track record, we ensure our clients access the finest talent to enhance their organizations. Our personalized approach allows us to understand the distinct needs and culture of each company, enabling custom-fit solutions. Staffing and Recruiting Specialties: Finance & Accounting, Technology, Financial Institutions, Corporate Services, Executive Search

About the Job

We are seeking an experienced Salesforce SME to lead the ongoing development, optimisation and adoption of Salesforce across a growing financial services business. Acting as the organisation's Salesforce expert, you will partner closely with Sales, Distribution, Marketing and Technology teams along with the wider business to ensure the platform supports business growth, client engagement and operational efficiency. This role combines hands on administration and solution design with strategic input, helping maximise the value of Salesforce while supporting key initiatives across the business. You will play a pivotal role in identifying opportunities to improve customer journeys, automate processes, enhance reporting capability and deliver a seamless experience for both internal users and clients.

Role & Responsibilities

  • ● Serve as the primary Salesforce subject matter expert across the business.
  • ● Partner with Sales and Marketing teams to optimise CRM processes, campaign effectiveness and client engagement activities.
  • ● Design and implement scalable Salesforce solutions that support business growth and operational efficiency.
  • ● Manage platform configuration, workflows, automations, user access, security and governance.
  • ● Develop meaningful dashboards and reporting to provide visibility across sales performance, pipeline activity and marketing outcomes.
  • ● Support integrations between Salesforce and key business applications.
  • ● Maintain data quality standards and champion best practice CRM usage.
  • ● Work with stakeholders to identify opportunities for process improvement and digital transformation.
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  • ● Oversee platform enhancements, releases and ongoing system optimisation.
  • ● Collaborate with technology partners and vendors to deliver successful Salesforce initiatives.

Requirements

Experience

  • ● Proven experience working with Salesforce preferably in a financial services, wealth management, funds management or professional services environment.

Skills

  • ● Strong experience as a Salesforce Administrator, CRM Manager, Salesforce Lead or similar role.
  • ● Strong understanding of sales pipeline management, lead generation and marketing automation processes.
  • ● Experience building reports, dashboards, workflows and automation within Salesforce.
  • ● Knowledge of Salesforce integrations, security and platform governance.
  • ● Ability to translate business requirements into practical and user-friendly solutions.
  • ● Excellent stakeholder engagement skills with the ability to work across both business and technology teams.
  • ● A proactive and commercially minded approach to continuous improvement.