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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Spent: $18,419.36Rating: 0.0Verified