Senior Salesforce Configuration & Field Service Expert

Hire with Reef; United States; Remote; USD 110,000 - 207,000; Part time

Job summary

Hire with Reef is seeking a highly experienced Salesforce configuration expert with deep Field Service operations expertise. This senior role demands autonomous leadership to own, optimise, and scale our Salesforce environment aligned with service delivery realities.

You will architect and manage end-to-end Salesforce configurations, including Field Service workflows, integrations, and automation, to drive efficiency and scalability in a fast-paced setting.

Qualifications

• 10+ years Salesforce experience at Admin/Consultant/Architect level.
• Deep hands-on Salesforce Field Service (FSL) expertise.
• Proven track record building scalable systems for service businesses.

Responsibilities

• Lead end-to-end Salesforce configuration and optimization.
• Architect and manage Field Service workflows: scheduling, dispatch, mobile workflows.
• Design scalable systems for high-volume service operations.
• Improve lead booking, job completion, billing pipelines.
• Configure flows, automations, validation rules, objects, fields, layouts, reports, dashboards.
• Integrate Salesforce with external tools and reduce manual processes.

Skills

Salesforce configuration

Field Service (FSL)

System architecture

Process automation

Independent / autonomous work

Tools

Salesforce

Flow Builder

Job description

Location: Remote / Flexible

Engagement: Part-Time (Consulting / Contractor)

Experience Level: Senior / Expert (10+ years preferred)

About the Role

We are seeking a highly experienced Salesforce configuration expert with deep expertise in Field Service operations to lead, optimise, and scale our Salesforce environment. This is not an entry-level admin role — we are looking for someone who has designed and implemented complex Salesforce ecosystems and can operate autonomously at a strategic level.

You will take ownership of our Salesforce setup, ensuring it is efficient, scalable, and aligned with real-world service delivery operations.

Key Responsibilities

• Lead end-to-end Salesforce configuration and optimization
• Architect and manage Field Service workflows (job allocation, scheduling, dispatch, mobile workflows)
• Design scalable systems for high-volume service operations
• Improve lead booking job completion billing pipeline
• Configure and optimise:
  • Flows, automations, and validation rules
  • Objects, fields, and page layouts
  • Reports and dashboards for operational visibility
• Integrate Salesforce with external tools (dialers, payment systems, apps)
• Reduce manual processes through automation and system design
• Troubleshoot performance issues and implement best-practice solutions
• Provide strategic input on scaling operations and CRM architecture

Required Experience

• 10+ years Salesforce experience (Admin / Consultant / Architect level)
• Deep hands-on experience with Salesforce Field Service (FSL)
• Proven track record building systems for:
  • Service-based businesses
  • Field technician / mobile workforce environments
• Strong experience with:
  • Flow Builder (advanced)
  • Process automation
  • Complex object relationships
• Experience integrating Salesforce with third‑party platforms
• Ability to translate business operations into system design

What We’re Looking For

• Someone who doesn’t need hand‑holding — can audit, identify gaps, and execute
• Commercial thinker — understands ROI, efficiency, and scalability
• Experience in fast‑paced, high‑growth environments
• Strong problem solver who can simplify complexity
• Comfortable working directly with founders / operators

Nice to Have

• Experience in automotive, insurance, or service membership businesses
• Background in call centre + field service hybrid models
• Exposure to high lead‑volume environments (paid traffic driven)

Engagement Details

• Part‑time, flexible hours
• Ongoing engagement with potential to expand scope
• Immediate start preferred