
51 - 200 employees
Founded 2007
💼 Consulting
🤝 B2B
🛡️ Insurance
Consulting • B2B • Insurance
Digital Forms is a consultancy and operations-focused services firm that helps businesses find and fix margin leakage, deliver targeted operational fixes, and build costed, sequenced growth or data roadmaps. Their offerings include a Profit Leak Diagnostic, fixed-scope Operations Sprints to deliver quick ROI, a Growth Readiness Roadmap, and an External CDO (Chief Data Officer) as-a-service. Verticals called out on their site include support for private equity (technology due diligence and value creation) and insurance carriers/TPAs (claims automation for P&C). The company appears to target enterprise and operator customers, focusing on automation, process improvement, and data-led value creation.
🔥 13 minutes ago
🇵🇱 Poland – Remote
💵 zł10.1k - zł33.6k / month
⏰ Full Time
🟡 Mid-level
🟠 Senior
🌐🧑💼 Salesforce Consultant
👻 Ghost score 0%
Where this job comes from
Posted on Digital Forms's careers page, not through a job board
First seen by Remote Rocketship 13 minutes ago

51 - 200 employees
Founded 2007
💼 Consulting
🤝 B2B
🛡️ Insurance
Consulting • B2B • Insurance
Digital Forms is a consultancy and operations-focused services firm that helps businesses find and fix margin leakage, deliver targeted operational fixes, and build costed, sequenced growth or data roadmaps. Their offerings include a Profit Leak Diagnostic, fixed-scope Operations Sprints to deliver quick ROI, a Growth Readiness Roadmap, and an External CDO (Chief Data Officer) as-a-service. Verticals called out on their site include support for private equity (technology due diligence and value creation) and insurance carriers/TPAs (claims automation for P&C). The company appears to target enterprise and operator customers, focusing on automation, process improvement, and data-led value creation.
• Lead workshops with business stakeholders to gather and analyze requirements • Map business processes and customer journeys • Translate requirements into clear user stories • Configure and customize Salesforce, including flows, permission sets, custom objects, and fields • Manage sharing and visibility settings according to business needs • Provide ongoing support and recommendations during implementation
• Strong understanding of business processes and CRM best practices • Proven experience in Salesforce configuration and declarative development, including flows, permission sets, custom objects, and fields • Expertise in sharing and visibility management • Ability to communicate and collaborate with diverse stakeholders • Experience leading workshops and facilitating requirement-gathering sessions • Excellent English communication skills, written and verbal • Strong problem-solving skills and a proactive, team-oriented approach • Ability to work remotely and overlap from 15:00 to 19:00 Poland time for 4 hours • Polish business entity able to invoice B2B, or willingness to establish one before starting • Ability to work on own computer
• Remote work arrangement • No paid leave or benefits offered • Opportunity for occasional international travel
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