Senior Salesforce Consultant - Remote & Flexible

AgileEngine, LLC.; Cartagena de Indias; Híbrido; COP 60.000.000 - 120.000.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Professional growth

Competitive compensation

A selection of exciting projects

Flextime

Descripción de la vacante

AgileEngine is a leading software development partner helping Fortune 500 brands and startups. The Senior Salesforce Consultant will enhance Salesforce for sales and marketing operations, combining hands-on configuration with design, data quality, automation, and reporting.

You will translate business needs into scalable Salesforce solutions using Flow, Campaigns, and CRM data models, focusing on reliable processes and thorough documentation.

Formación

• 4+ years of hands-on Salesforce experience.
• Strong Salesforce administration, configuration, and implementation.
• 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.

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.

Conocimientos

Salesforce experience

Salesforce admin

Accounts & Leads

Flow automation

Data quality management

Field routing rules

Reports & dashboards

Sandbox & UAT

Documentation

Requirements translation

Herramientas

Salesforce Flow

Campaigns

CRM data modeling

Descripción del empleo

AgileEngine is a leading software development partner helping Fortune 500 brands and startups. The Senior Salesforce Consultant will enhance Salesforce for sales and marketing operations, combining hands-on configuration with design, data quality, automation, and reporting.

You will translate business needs into scalable Salesforce solutions using Flow, Campaigns, and CRM data models, focusing on reliable processes and thorough documentation.