Basware is looking for a CRM Solutions Consultant to join the Business Technology Solutions (BTS) team, reporting directly to the Senior CRM Solutions Manager. This is a hands-on delivery role at the centre of our Go-To-Market technology stack, owning the day-to-day operation, configuration, and continuous improvement of Salesforce across Sales, Marketing, and Revenue Operations.
You will be the primary point of contact for operational stakeholders across these functions, managing a BAU queue of enhancements, fixes, and feature requests while contributing to wider project delivery. The Head of Sales Solutions will remain engaged on medium-to-large initiatives and hold senior stakeholder relationships — your focus is on keeping the engine running and building trust at the working level.
Salesforce Administration & Configuration
•Own the BAU Salesforce queue — triage, prioritise, and deliver small-to-medium changes independently
•Maintain and improve Sales Cloud configuration including objects, flows, validation rules, page layouts, and permission sets
•Support sprint planning and Agile delivery ceremonies, working within the team's Jira-based sprint workflow
•Document all changes, decisions, and open items in line with the team's governance standards
Integrations
•Manage and monitor connector-based integrations between Salesforce and key GTM tools: HubSpot, ZoomInfo, and LinkedIn Sales Navigator
•Triage integration issues, document findings, and escalate to internal leads or vendors where needed
•Maintain integration specs and ensure changes are reflected in the team's documentation
Reporting & Analytics
•Build and maintain advanced Salesforce reports and dashboards for Sales, Marketing, and RevOps stakeholders
•Work with custom report types, joined reports, and dynamic dashboards to deliver self-serve reporting
•Support the team's data model with an eye on BI-readiness and downstream reporting needs
•Power BI familiarity is an advantage but not required
Stakeholder Management
•Act as the day-to-day Salesforce contact for working-level stakeholders across Sales, Marketing, and RevOps
•Manage expectations, communicate clearly on progress and blockers, and maintain a professional working relationship with Champions and operational users
•Escalate appropriately to the Senior CRM Solutions Manager for senior stakeholder issues or complex decisions
Project Delivery
•Contribute to active delivery projects in a supporting capacity from an early stage, taking on greater ownership as confidence and context grows
•Work within Agile sprint cycles, contributing to backlog refinement, story sizing, and sprint reviews
Salesforce Administration & Configuration
•Own the BAU Salesforce queue — triage, prioritize, and deliver small-to-medium changes independently
•Maintain and improve Sales Cloud configuration including objects, flows, validation rules, page layouts, and permission sets
•Support sprint planning and Agile delivery ceremonies, working within the team's Jira-based sprint workflow
•Document all changes, decisions, and open items in line with the team's governance standards
Integrations
•Manage and monitor connector-based integrations between Salesforce and key GTM tools: HubSpot, ZoomInfo, and LinkedIn Sales Navigator
•Triage integration issues, document findings, and escalate to internal leads or vendors where needed
•Maintain integration specs and ensure changes are reflected in the team's documentation
Reporting & Analytics
•Build and maintain advanced Salesforce reports and dashboards for Sales, Marketing, and RevOps stakeholders
•Work with custom report types, joined reports, and dynamic dashboards to deliver self-serve reporting
•Support the team's data model with an eye on BI-readiness and downstream reporting needs
•Power BI familiarity is an advantage but not required
Stakeholder Management
•Act as the day-to-day Salesforce contact for working-level stakeholders across Sales, Marketing, and RevOps
•Manage expectations, communicate clearly on progress and blockers, and maintain a professional working relationship with Champions and operational users
•Escalate appropriately to the Senior CRM Solutions Manager for senior stakeholder issues or complex decisions
Project Delivery
•Contribute to active delivery projects in a supporting capacity from an early stage, taking on greater ownership as confidence and context grows
•Work within Agile sprint cycles, contributing to backlog refinement, story sizing, and sprint reviews
Basware is how the world’s best finance teams gain complete control of every invoice, every time. Our Intelligent Invoice Lifecycle Management Platform ensures end-to-end efficiency, compliance and control for all invoice transactions. Powered by the world’s most sophisticated invoice-centric AI – trained on over 2 billion invoices – Basware's Intelligent Automation drives real ROI by transforming finance operations. We serve 6,500+ customers globally and are trusted by industry leaders including DHL, Heineken and Sony. Fueled by 40 years of specialized expertise with $10+ trillion in total spend handled, we are pioneering the next era of finance. With Basware, now it all just happens.
