Senior Salesforce Consultant — Flow, Dashboards & ABM

AgileEngine, LLC.; Rosarito; In loco; MXN 1.629.000 - 2.172.000; Tempo pieno

Vantaggi offerti da questo lavoro

Professional growth

Competitive USD-based compensation

Exciting projects with top-tier brands

Flextime - work from home or office

Descrizione del lavoro

AgileEngine is seeking a Senior Salesforce Consultant to enhance Salesforce for sales and marketing operations within an account-based initiative. The role blends hands-on configuration with 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 focus on reliable processes and clear documentation.

Competenze

• 4+ years hands-on Salesforce experience.
• Strong admin, configuration and implementation skills.
• Experience with Accounts, Contacts, Leads, Opportunities and Campaigns.
• Experience with Flow automation.
• Experience with data imports, matching, deduplication and account hierarchies.
• Experience configuring fields, routing rules, Lead/Opportunity processes, and stage tracking.
• Experience building Salesforce reports and dashboards.
• Experience testing changes in a sandbox and supporting UAT/deployments.
• Ability translate business requirements into practical Salesforce configuration.

Mansioni

• Configure and enhance Salesforce across Accounts, Contacts, Leads, Opportunities, and Campaigns.
• Configure campaign structures, Campaign Member statuses, and source/attribution fields.
• Support Lead conversion and Opportunity creation processes.
• Configure Lead statuses, assignment and routing rules, SLA tracking, alerts, and outreach suppression.
• Build and maintain Salesforce Flow automations.
• Support data imports, matching, deduplication, account hierarchies, and data-quality management.
• Create operational and executive reports and dashboards.
• Support reporting around account readiness, contact coverage, outreach, engagement, qualified meetings, conversion, pipeline, and expansion.
• Configure reporting by tier, dealer group or rooftop, Direct/Agent, 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 visibility into deployed and eligible rooftops, launch health, and expansion Opportunities within dealer groups.
• Support the Salesforce side of outbound marketing automation integrations as 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.

Conoscenze

Salesforce admin

Salesforce config

Salesforce implementation

Flow automation

Data quality

Reports & dashboards

UAT & deployments

Documentation

Problem solving

Strumenti

Sandbox testing

CRM data models

Descrizione del lavoro

AgileEngine is seeking a Senior Salesforce Consultant to enhance Salesforce for sales and marketing operations within an account-based initiative. The role blends hands-on configuration with 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 focus on reliable processes and clear documentation.