Senior Salesforce Consultant ID86851

AgileEngine, LLC.; Recife; Presencial; BRL 618 000 - 824 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Professional growth

Competitive compensation

Exciting projects

Flextime

Resumo da oferta

AgileEngine, a leading software services company, seeks a Senior Salesforce Consultant to optimize Salesforce for sales and marketing operations on an account-based initiative. You will design scalable solutions, implement Flow automations, ensure data quality, and develop robust reports and dashboards.

The role blends hands-on configuration with solution design, requiring documentation and cross‑functional collaboration to deliver reliable processes and clear stakeholder visibility.

Qualificações

• 4+ years of hands-on Salesforce experience.
• Strong Salesforce admin/configuration/implementation experience.
• Experience 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.

Responsabilidades

• 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.

Conhecimentos

Salesforce experience

Salesforce admin

Accounts & contacts

Leads & opportunities

Salesforce Flow

Data quality

Data imports

Account hierarchies

Field configuration

Lead routing

Opportunity processes

Reports & dashboards

Sandbox testing

UAT support

Documentation

Solution design

Descrição da oferta de emprego

AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, and our people-first culture has earned us multiple Best Place to Work awards.

WHY JOIN US

If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!

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.

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 AND BENEFITS

• Professional growth: Accelerate your professional journey with mentorship, TechTalks, and personalized growth roadmaps.
• Competitive compensation: We match your ever‑growing skills, talent, and contributions with competitive USD‑based compensation and budgets for education, fitness, and team activities.
• A selection of exciting projects: Join projects with modern solutions development and top‑tier clients that include Fortune 500 enterprises and leading product brands.
• Flextime: Tailor your schedule for an optimal work‑life balance, by having the options of working from home and going to the office – whatever makes you the happiest and most productive.