Salesforce Consultant

Outhire Inc; Toronto; Hybrid; CAD 100,000 - 125,000; Part time

Job summary

A growing independent marketing agency in Toronto is seeking a Salesforce Financial Consultant for a 2-month engagement. You will build Salesforce reporting infrastructure to automate financial reporting and enhance visibility across the organization. The role involves configuring dashboards, user training, and customizing systems, aiming for efficiency in financial processes. The ideal candidate is experienced with Salesforce in agency settings and understands financial structures. This hybrid role offers a chance to impact the agency's performance tracking during a transformational period.

Qualifications

• Proven experience configuring Salesforce reporting in agency or professional services environments.
• Strong understanding of agency financial structures including top-line vs net revenue, pass-through costs, and project billing.
• Advanced proficiency with Salesforce dashboards, custom report types, and data modeling.

Responsibilities

• Build and configure Salesforce reporting infrastructure to automate financial reporting.
• Configure Salesforce dashboards to replace manual workflows.
• Conduct training sessions for finance and operations teams.

Skills

Salesforce reporting configuration

Understanding agency financial structures

Salesforce dashboards and data modeling

Financial analysis

Tools

Salesforce

QuickBooks

Excel

PowerPoint

Job description

Delivering a Better Hiring Experience.

At Outhire, we believe in revolutionizing the hiring process to make it more equitable and enjoyable for everyone involved. Our innovative approach puts candidates front and center, offering in-depth looks at open positions, personalized advice, and interview preparation. But we don't stop there - our Visual Resume feature ensures that hiring managers see the complete picture of who you are and what you bring to the table while eliminating biases you may face with traditional hiring practices. With Outhire, you can trust that we'll work tirelessly to match you with the role that truly fits your skills, experience, and aspirations. Join us in our mission to create a better hiring experience.

TITLE

Salesforce Financial Consultant

CONTRACT DURATION

2 Months

LOCATION

Toronto, ON

THE OFFICE

Hybrid, in office up to 3 days

TEAM SIZE

Under 10

THE ROLE

A hands‑on individual contributor building and configuring Salesforce reporting infrastructure to automate financial reporting and enable real‑time visibility across the organization.

• Financial Reporting Configuration (50%)
• System Customization & Data Management (30%)
• User Training & Adoption (20%)

THE TASKS

Financial Reporting Configuration

• Configure Salesforce dashboards to replace manual Excel and PowerPoint workflows
• Build executive reporting for top‑line revenue, net revenue, and client profitability tracking
• Map existing PowerPoint reports into Salesforce reporting structure
• Create departmental and client‑level financial views with revenue funnel visibility
• Automate reporting from opportunity stage through invoicing and cash collection
• Develop real‑time visibility into signed versus unsigned deals and pipeline status

System Customization & Data Management

• Customize Salesforce objects, fields, and workflows to support agency financial structures
• Implement validation rules and data quality checks for accuracy
• Configure pass‑through cost tracking and media commission calculations

User Training & Adoption

• Conduct training sessions for finance, operations, and client service teams
• Create handover documentation for internal team sustainment
• Drive user adoption through hands‑on support and change management

THE COMPANY

An independent marketing and media agency experiencing rapid growth and expanding into new markets. The organization operates across multiple service lines including media planning, creative services, and strategic projects with a focus on data‑driven client solutions.

THE OPPORTUNITY

Join a high‑growth agency at a pivotal transformation moment where you'll directly impact how the business tracks performance and makes decisions. This engagement offers the chance to work closely with leadership, implement meaningful automation, and establish yourself as a trusted partner for future phases of the Salesforce rollout.

ENGAGEMENT MILESTONES

• Configure financial reporting dashboards mapping current PowerPoint reports into Salesforce
• Implement data management processes including field customization and validation rules
• Complete QuickBooks integration setup for end‑to‑end financial visibility
• Establish communication tools integration with Outlook and Teams to capture emails and meeting notes automatically
• Build data reconciliation processes to ensure accuracy between systems
• Deliver user training and adoption materials for finance and client service teams
• Establish real‑time reporting capability for revenue tracking across all business lines

THE SKILL SET

• Proven experience configuring Salesforce reporting in agency or professional services environments
• Strong understanding of agency financial structures including top‑line vs net revenue, pass‑through costs, and project billing
• Advanced proficiency with Salesforce dashboards, custom report types, and data modeling

ONLY QUALIFIED CANDIDATES WILL BE CONTACTED.