Senior Salesforce Consultant ID86851

AgileEngine; Rosarito; Hybrid; MXN 1,130,000 - 1,695,000; Full time

Benefits offered by this job

Mentorship

Tech Talks

Growth roadmaps

USD-based pay

Job summary

AgileEngine, LLC. in Rosarito, Mexico, is seeking a Senior Salesforce Consultant to optimize how Salesforce supports sales and marketing for a targeted account-based initiative. You will translate business needs into scalable Salesforce solutions using Flow, Campaigns, and CRM data models.

The role blends hands-on configuration with solution design, data quality, automation, and reporting. You will document configurations and workflows, test changes in sandbox, support UAT and deployment, and

Qualifications

• 4+ years of hands-on Salesforce experience.
• Salesforce admin, configuration and implementation experience.
• Experience with Accounts, Contacts, Leads, Opportunities, and Campaigns.
• Experience with Salesforce Flow automation.
• Data imports, matching, deduplication, account hierarchies and data quality.
• 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.
• Identify impact of proposed Salesforce changes across 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, 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.
• Document implemented solutions, including field definitions, automation inventory, reporting definitions, and administrator handoff documentation.
• 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.

Skills

Salesforce experience

Salesforce admin

Configuration

Flow automation

Campaigns

Data quality

Reports & dashboards

UAT & deployment

Sandbox testing

Documentation

English (upper-intermediate)

Tools

Salesforce

Salesforce Campaigns

Job description

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.

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.
• Upper-intermediate English level.

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.

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‑
• 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.

Perks And Benefits

• Professional growth: Mentorship, TechTalks, and personalized growth roadmaps.
• Competitive compensation: USD-based pay with education, fitness, and team activity budgets.
• Exciting projects: Modern solutions with Fortune 500 and top product companies.
• Flextime: Flexible schedule with remote and office options.