Vacancy catalog
AgileEngine
Archived>14 days

Senior Salesforce Consultant

AgileEngine
Argentina; Brazil; Colombia +3 more

Argentina; Brazil; Colombia; Mexico; Guatemala; Ukraine

Work model
Remote
Experience
5+ years
Employment
Full Time
Compensation
Not disclosed
Technology signal
5 tags

Technology context

5

Parsed from the vacancy text; ordered by relevance to this role.

ScalabilityAutomationSalesforceCRM Data ModelsSalesforce Flow

Full listing

Role description

About the role

We are looking for a Senior Salesforce Consultant to improve how Salesforce supports sales and marketing operations for a targeted account-based marketing initiative. The role combines hands-on configuration with solution design, data quality, automation, reporting, and lifecycle visibility. You will translate business needs into scalable Salesforce solutions using Flow, Campaigns, and CRM data models, with a focus on reliable processes and clear documentation.

What you will do

  • Configure and enhance Salesforce across Accounts, Contacts, Leads, Opportunities, and Campaigns.
  • Configure campaign structures, Campaign Member statuses, and source and attribution fields.
  • Support Lead conversion and Opportunity creation processes.
  • Configure Lead statuses, assignment and routing rules, response-SLA tracking, alerts, and outreach suppression rules.
  • Build and maintain Salesforce Flow automations.
  • Support data imports, matching, deduplication, account hierarchies, and required fields.
  • Create operational and executive reports and dashboards.
  • Support reporting around account readiness, contact coverage, outreach, engagement, qualified meetings, conversion, stage aging, pipeline, agreements, wins, activation, and expansion.
  • Configure reporting by tier, dealer group or rooftop, Direct or Agent, and net-new or expansion.
  • Create exception reports for missing or inconsistent data.
  • Configure fields, statuses, checklists, and automations to support post-sale and expansion tracking.
  • Support tracking from Closed-Won through pilot, training, deployment, Active status, and account-management handoff.
  • Support visibility into deployed and eligible rooftops, launch health, and expansion Opportunities within dealer groups.
  • Support the Salesforce side of outbound or marketing automation integrations when needed, including sync and activity rules.
  • Build and test changes in a sandbox.
  • Support UAT and deployment of approved changes.
  • Validate permissions and confirm production behavior.
  • Document implemented solutions, including field definitions, automation inventory, reporting definitions, and administrator handoff documentation.

Must haves

  • 4+ years of hands-on Salesforce experience.
  • Strong hands-on experience with Salesforce administration, configuration, and implementation .
  • Experience working with Accounts, Contacts, Leads, Opportunities, and Campaigns.
  • Experience with Salesforce Flow automation .
  • Experience with data imports, matching, deduplication, account hierarchies, and data-quality management.
  • Experience configuring fields, routing rules, Lead and Opportunity processes, and stage tracking.
  • Experience building Salesforce reports and dashboards.
  • Experience testing Salesforce changes in a sandbox and supporting UAT and deployment.
  • Ability to translate business requirements into practical Salesforce configuration.
  • Ability to recommend solutions rather than simply implement predefined requests.
  • Ability to identify how proposed Salesforce changes may impact other areas of the platform.
  • Strong problem-solving and documentation skills.
  • Upper-intermediate English level.

Nice to haves

  • Experience with account-based marketing initiatives.
  • Experience with Salesforce Campaigns and marketing attribution.
  • Experience supporting outbound or marketing automation integrations.
  • Experience with post-sale, deployment, and expansion tracking in Salesforce.
  • Experience creating administrator handoff documentation.

Perks

  • Growth without limits: build your skills through mentorship, internal TechTalks, challenging projects, and a dedicated annual learning budget
  • Competitive compensation: get recognition that reflects your skills and impact, with regular performance and compensation reviews
  • Flexibility: work 100% remotely with flexible hours that support focus, autonomy, and a healthy work rhythm
  • Meaningful, modern projects: build impactful products using modern technologies alongside global teams and leading brands
  • Collaborative culture: join a supportive environment with zero micromanagement where ideas are welcomed and contributions are recognized
  • Well-being & support: access local well-being programs and people-focused support tailored to your location