Description

I’m a Salesforce Architect and Consultant with 10+ years’ experience delivering Salesforce in regulated UK financial services. I specialise in turning complex business, risk, and compliance requirements into practical Salesforce solutions that scale and stand up to audit.

You get someone who understands both the platform and the business. I’ve led long-running Salesforce programmes in asset and wealth management, covering automation, data, integrations, access governance, and ISO 27001 controls. I work comfortably with senior stakeholders and delivery teams, and I’m used to operating in high-trust, high-impact environments.

What I do well

Salesforce architecture and solution design

Sales Cloud, Service Cloud, Experience Cloud, Agentforce

Complex automation, flows, and data models

Risk, compliance, and audit-ready processes

Reporting, dashboards, and operational insight

Access governance, security, and data quality

Third-party integrations (Conga, Act-On, Amazon Connect, Vonage, FormTitan)

Recent impact

Architected Service Cloud handling 100,000+ cases with consistent routing and reporting

Built Experience Cloud portals for internal and external users

Replaced third-party risk systems with native Salesforce solutions, saving six figures annually

Designed governance and DevOps processes aligned to ISO 27001

Delivered enterprise-scale marketing automation and e-signature solutions

How I work

Structured, calm, and delivery-focused

Clear documentation and change control

Pragmatic design. No over-engineering

Comfortable in regulated, IR35-aware environments

I’m best suited to contract Salesforce roles where you need an experienced pair of hands who can take ownership, challenge poor design, and deliver solutions that work in the real world.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

Bristol (up to 50km)

Marlborough Group,
Salesforce Consultant
May 2019 - Today (7 years and 1 month)
I supported the organisation by delivering a continuous programme of improvements across automation, data quality, data integrations, reporting and governance, helping Salesforce become a stable and trusted platform for day-to-day activity. This included extending Salesforce usage to all employees utilising cost effective platform licences.
Salesforce Sales Cloud Data analysis Marketing
Parmenion,
Senior Salesforce Administrator
February 2016 - September 2019 (3 years and 7 months)
Worked within the distribution function to deliver core systems across sales, marketing, and client services. Implemented Act-On as the marketing automation platform and built a full lead-to-revenue lifecycle covering behavioural targeting, nurture journeys, and opportunity management. Administered and enhanced Salesforce (Sales Cloud and Service Cloud) while introducing new service capabilities that improved adviser experience and reduced operational demand. Strengthened data, security, and customer support processes through automation, third-party integrations, and system design. Contributed to the firm's growth from £1.2bn to over £10bn AUM and supported its recognition as the top adviser-rated platform.
Wealth Horizon,
Head of Digital
January 2015 - November 2016 (1 year and 10 months)
Wealth Horizon is an online wealth manager providing affordable investment advice. As Head of Digital I was responsible for setting and delivering the digital strategy for the company. Wealth Horizon was purchased in January 2016 by Aberdeen Asset Management PLC.