Daniel Kelly
Daniel Kelly is a Salesforce Functional Lead and Solution Architect with over six years of experience delivering digital transformation across government, healthcare, and financial services sectors. With a background at PwC in both the UK and Canada, Daniel blends deep functional expertise with a user-centred approach, ensuring that every solution aligns with business goals while driving adoption and measurable impact.
Known for his ability to translate complex requirements into intuitive Salesforce solutions, Daniel has led cross-functional teams through every stage of delivery — from discovery workshops and data modelling to user training and post-go-live stabilization. His consulting style is built around clarity, empathy, and practical delivery, making him a trusted advisor to senior stakeholders and technical teams alike.
Certifications
Salesforce Administrator
Salesforce Platform App Builder
Salesforce Service Cloud Consultant
Salesforce Business Analyst
Salesforce User Experience Designer
Salesforce Platform Developer I
Salesforce Experience Cloud Consultant
Professional Scrum Master I
Microsoft Azure Fundamentals
ITIL Foundation
Project Portfolio
Warranty Management System (7 months)
Role: Functional Lead & Solution Architect
Description: Daniel owned the end-to-end design and delivery of a warranty management platform that streamlined customer claims and internal service operations. He defined the architecture, planned delivery, and led client workshops, ensuring smooth rollout and adoption. The system significantly reduced manual processing time and improved case resolution visibility.
Technologies: Salesforce Service Cloud, Experience Cloud, Declarative Development, Custom Objects
Legal Dispute Resolution Body (8 months)
Role: Recovery Lead & Solution Architect
Description: Daniel was brought in mid-project to stabilize delivery and redesign flawed processes. He restructured the solution, rebuilt stakeholder confidence, and successfully met critical regulatory deadlines. His leadership not only turned the engagement around but also secured additional phases of work, expanding the client’s Salesforce footprint.
Technologies: Salesforce Case Management, Declarative Automation, Reporting & Analytics
Health Organization Migration (10 months)
Role: Functional Lead overseeing Migration & UAT
Description: Daniel directed the migration of sensitive Patient Health Information (PHI) onto Salesforce, ensuring compliance with privacy legislation. He designed the migration approach, facilitated user acceptance testing, and delivered targeted training sessions. The project resulted in a compliant, user-friendly system that reduced risks around legacy data handling and improved staff adoption.
Technologies: Salesforce Health Cloud, Data Loader, Custom Security Configurations
Banking & Insurance Transformation (20 months)
Role: QA/Test Manager & Functional Consultant
Description: Daniel oversaw the test strategy and execution for a large-scale Salesforce/MuleSoft integration with legacy banking and insurance platforms. He coordinated QA across multiple teams, ensuring data accuracy and seamless transaction handling. His structured approach enabled a phased transformation roadmap and reinforced client trust in Salesforce as a core enterprise platform.
Technologies: Salesforce Financial Services Cloud, MuleSoft Integration, Custom APIs
UK Lender Transformation (10 months)
Role: Configuration Lead & Functional Delivery Manager
Description: Daniel led configuration-based development, oversaw QA activities, and managed the delivery cadence for a front-to-back Salesforce transformation at a top UK lender. His leadership ensured a smooth rollout, streamlined customer onboarding, and enhanced servicing efficiency across the business.
Technologies: Salesforce Sales Cloud, Service Cloud, Declarative Configuration, QA Automation
