Job Description

At Nucleo, we are a purpose-driven advisory and technology consulting firm specialising in Enterprise Solutions and Data & AI. We partner with ambitious organisations to deliver transformative projects that create measurable, long-lasting value.

Collaboration is at the core of everything we do—both with our clients and within our teams. With over 60 in-house experts, we deliver bespoke, end-to-end solutions across ERP, CRM, asset management systems, automation, and advanced analytics. The result: seamless implementation, clear stakeholder alignment, and lasting business impact.

Our core offerings include:

• Modern Data Platforms (Microsoft Azure, Fabric, Databricks, Snowflake)
• Data Engineering & Analytics Solutions
• AI & Machine Learning Enablement
• Business Intelligence & Reporting (Power BI)
• Data Governance & Architecture
• Enterprise Cloud & Digital Transformation Projects

Key responsibilities of a Salesforce Lead Consultant:

Client Engagement & Leadership

• Lead Salesforce engagemefornts from discovery through to delivery, with accountability for solution quality and client outcomes
• Facilitate workshops and stakeholder sessions to define business needs and translate them into clear, actionable solutions
• Act as a trusted advisor to clients, providing guidance on platform capabilities, best practices, and solution approach
• Engage effectively with stakeholders at all levels, including business users, product owners, and senior leadership
• Drive alignment across stakeholders, managing competing priorities and ensuring clarity on solution direction

Solution Design & Architecture

• Design end-to-end Salesforce solutions that are scalable, maintainable, and aligned to platform best practices
• Make key design decisions, including trade-offs between declarative and programmatic approaches
• Define solution architecture across Sales, Service, and Field Service processes
• Ensure strong alignment between business requirements, data model design, and automation strategy
• Produce high-quality solution documentation, including user stories, process flows, and design specifications

Salesforce Flow & Automation (Core Focus)

• Design, build, and optimise advanced Salesforce Flows, including:
• Record-Triggered Flows (before-save & after-save)
• Screen Flows for guided user experiences
• Scheduled Flows and asynchronous automation
• Replace legacy automation (Workflow Rules / Process Builder) with modern Flow-based solutions
• Apply best practices for:
• Performance optimisation (before vs after save logic)
• Bulkification and scalability
• Error handling and fault paths
• Reusable and modular Flow design
• Build complex business logic across:
• Opportunity lifecycle and approvals
• Case management and SLA enforcement
• Field Service processes (work orders, scheduling, status transitions)
• Troubleshoot and debug Flow issues in production environments

Requirements & Solution Design

• Capture and document detailed business requirements and translate into Flow-driven solutions
• Produce:
• User stories and acceptance criteria
• Process maps and automation design documentation
• Data models aligned to automation strategy
• Design end-to-end automation architecture across Salesforce clouds

Salesforce Configuration ( Declarative)

• Configure Salesforce using “clicks not code”:
• Custom objects, fields, validation rules
• Page layouts and Lightning record pages
• Reports and dashboards
• Deliver solutions across:
• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Field Service

Delivery Oversight & Governance

• Take ownership of end-to-end delivery, ensuring solutions meet quality standards, timelines, and functional requirements
• Identify, manage, and mitigate delivery risks, dependencies, and blockers
• Lead backlog refinement, sprint planning, and solution reviews
• Define and enforce delivery standards, including naming conventions, documentation, and deployment practices
• Ensure consistency and quality across all solution components

Team Leadership & Mentorship

• Provide leadership and direction to consultants and analysts across delivery teams
• Review and validate solution designs and configurations to ensure alignment with best practices
• Mentor team members in Salesforce capabilities, particularly Flow and declarative design
• Foster a culture of quality, accountability, and continuous improvement within the team

Essential requirements

• Salesforce Pardot, Marketing Cloud
• Experience of configuration & implementation
• Certification