Senior Salesforce Consultant - Flexible, Impactful CRM Architect

AgileEngine, LLC.; Puebla de Zaragoza; Hybrid; MXN 1,695,000 - 2,637,000; Full time

Benefits offered by this job

Mentorship program

USD-based pay

Fortune 500 projects

Flexible schedule

Job summary

AgileEngine, LLC is seeking a Senior Salesforce Consultant to optimize Salesforce for sales and marketing in a targeted ABM initiative. The role blends hands-on config with design, data quality, automation, reporting, and lifecycle visibility.

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

Qualifications

• 4+ years of hands-on Salesforce experience.
• Hands-on Salesforce admin/config/implementation.
• Experience with Accounts, Contacts, Leads, Opportunities, and Campaigns.
• Experience with Salesforce Flow automation.
• Data imports, matching, deduplication, account hierarchies, and data-quality management.
• Configuring fields, routing rules, Lead and Opportunity processes, and stage tracking.
• Building Salesforce reports and dashboards.
• Testing Salesforce changes in a sandbox and supporting UAT and deployment.
• Translate business requirements into practical Salesforce configuration.
• Recommend solutions rather than simply implement predefined requests.
• Identify how Salesforce changes may impact other areas of the platform.
• Strong problem-solving and documentation skills.
• Upper-intermediate English level.

Responsibilities

• 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-
• 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.

Skills

Salesforce experience

Admin & configuration

Accounts & CRM objects

Flow automation

Data quality & dedup

Field & routing config

Reports & dashboards

Sandbox testing & UAT

Requirements to config

Solution recommendations

Impact analysis

Documentation skills

English level

Job description

AgileEngine, LLC is seeking a Senior Salesforce Consultant to optimize Salesforce for sales and marketing in a targeted ABM initiative. The role blends hands-on config with design, data quality, automation, reporting, and lifecycle visibility.

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