Senior Salesforce Consultant - Flow, Automation & Data Quality

AgileEngine, LLC.; Monterrey; Hybrid; MXN 1,318,000 - 2,072,000; Full time

Benefits offered by this job

Mentorship and Tech Talks

USD-based pay and education budgets

Fortune 500 projects

Flexible schedule: remote and office

Job summary

AgileEngine, LLC. in Mexico seeks a Senior Salesforce Consultant to enhance how Salesforce supports sales and marketing operations for an account-based initiative.

The role blends 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.

Qualifications

• 4+ years of hands-on Salesforce experience.
• Hands-on 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.
• 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.

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

Problem-solving

Documentation

English (upper-intermediate)

Tools

Salesforce

Salesforce Flow

Campaigns

Data imports

UAT testing

Job description

AgileEngine, LLC. in Mexico seeks a Senior Salesforce Consultant to enhance how Salesforce supports sales and marketing operations for an account-based initiative.

The role blends 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.