Jonathan W.
Salesforce Consultant @C&r Software
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WORK HISTORY
Salesforce Consultant @C&r Software
Led CRM and case‑management transformation across Salesforce multi‑cloud (Sales, Service, Experience Cloud) for a global financial services provider.Acted as hybrid consultant/BA: ran discovery workshops, refined requirements, and translated them into scalable solution designs and roadmaps.Implemented automation, data model changes and integrations (e.g. PSA/Certinia, Jira, HubSpot, Power BI) to reduce manual effort and improve reporting.Designed and delivered an external portal for customers/partners to manage cases, access knowledge and view assets.Collaborated with stakeholders across Sales, Support and Professional Services to align process changes with measurable business outcomes.
ABOUT JONATHAN W.
Senior consultant and business analyst specialising in CRM and digital transformation across financial services, technology, energy and other complex B2B environments. I work best where there are rough ideas and messy requirements that need to be turned into clear designs and working solutions.Over the last decade I have delivered major change for organisations including Barclays, Barclaycard, RBS/NatWest and a range of SaaS and services businesses. My work spans target operating models, process redesign, data and integration design, and implementation on platforms such as Salesforce, SAP and other configurable systems.In recent years I have focused on CRM and case‑management programmes, often on Salesforce, acting as a hybrid consultant/BA: leading discovery and workshops, shaping roadmaps and backlogs, designing architectures and data models, and then working with delivery teams to implement automation, portals and integrations that deliver measurable benefits.I enjoy collaborating with stakeholders from SMEs to C‑suite, translating business goals into pragmatic delivery plans, and joining the dots between business, technology and operations.Open to contract opportunities where there is a need to untangle complex processes, design practical CRM/digital solutions and see them through to delivery.
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