Salesforce Pardot & Accounting Engagement Audit + Workflow Optimization (CASL Compliant)
UpworkCANot specifiedexpertScore: 47
CRM AutomationLead Management AutomationSalesforce CRMPardotPardot DevelopmentSalesforce LightningSalesforce Marketing CloudCustomer Relationship Management
We're looking for an experienced Salesforce Pardot specialist to conduct a full audit of our current setup and help us optimize our workflows and campaigns.
This project will begin with a structured audit phase before any changes are made.
Scope of Work
Phase 1: Audit & Data Review
-Audit all existing Pardot workflows and automation rules
-Review engagement studio programs and campaigns
-Assess lead segmentation, scoring, tagging, and lifecycle stages
-Export all prospects and perform comprehensive data analysis
-Identify data inconsistencies, compliance gaps, and optimization opportunities
-Ensure full CASL compliance across all communication processes
Important Data Requirements:
Ensure compliance best practices are followed in all fields and processes
You must clearly present your findings and strategic recommendations before implementing any changes.
Phase 2: Optimization & Strategy (Post-Approval)
-Provide strategic recommendations for improved segmentation and nurturing
-Redesign or optimize campaigns
-Improve automation logic and efficiency
-Align workflows with best practices for engagement and conversion
-Ensure clean, scalable data structure moving forward
Ideal Candidate
-Proven experience with Salesforce Pardot (Marketing Cloud Account Engagement)
-Strong background in marketing automation strategy
-Deep understanding of CASL compliance requirements
-Strong data analysis skills
-Experience auditing and restructuring complex automation systems
-Clear communicator who can present findings in a structured, strategic way
To Apply
Please include:
-Examples of similar audits you’ve conducted
-Your approach to workflow and automation audits
-Experience working with CASL compliance
-Estimated timeline for Phase 1 (Audit)
We are looking for someone strategic, detail-oriented, and proactive.
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