About the Role

We are looking for a mid-level Salesforce SME / Consultant to support our client, a leading investment management company. The ideal should have solid hands-on experience in Salesforce configuration, dashboard/report development, and data integration. This role will work closely with business stakeholders and technical teams to understand requirements, improve Salesforce usage, and deliver practical solutions that support business operations and decision-making.

Key Responsibilities

• Work with business stakeholders to understand Salesforce-related requirements and translate them into clear functional and technical solutions.
• Configure and enhance Salesforce features, including objects, fields, page layouts, flows, validation rules, reports, and dashboards.
• Design and build Salesforce reports and dashboards to support business performance tracking and management visibility.
• Support ...