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Harry Everest

$5.00/min
United Kingdom
10 years of Salesforce experience
New expert
Top expert in
Sales Cloud
Service Cloud
Account Engagement
Intelligence
Personalisation
Engagement
AppExchange
Shield
Tableau
Security
Financial Services Cloud
Experience Cloud
CRM Analytics
Salesforce Platform
Calls completed
NA
Hours
NA
Languages spoken
🇬🇧 English
Industry expertise
Financial Services
Professional Services
Technology
Salesforce Certifications
Expert has 6 certifications.
VP, Salesforce | 10x Certified 🤝 13 Years Experience
With just over a decade of experience delivering Salesforce solutions for top-tier firms like Barclays, QBE Insurance, BMO, Columbia Threadneedle, ORDE Financial, and Citibank, I specialise in Financial Services Cloud (FSC), Marketing Cloud, Account Engagement, Sales Cloud, Service Cloud and Omnistudio.
I help businesses troubleshoot, optimise, and implement Salesforce solutions—whether it’s refining FSC for seamless client lifecycle management, optimising Marketing Cloud journeys, automating Account Engagement workflows, or integrating complex systems. My approach ensures your Salesforce environment is aligned with business goals and delivers measurable ROI.

Rooted in Human Design Thinking, I focus on creating user-centric solutions that enhance both efficiency and experience. Let’s connect to resolve challenges, refine your setup, and maximise your Salesforce investment.
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Work history
Vice President, Salesforce
Citi
Aug 2024 - Present - 8 mos
Salesforce Product Owner
ORDE Financial
Dec 2022 - Aug 2024 - 1 yrs 8 mos
Marketing Automation Manager
Columbia Threadneedle Investments
Oct 2021 - Oct 2022 - 1 yrs
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Currency: AUD (Australian Dollar)
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