Senior Salesforce Consultant

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.

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-sale and expansion tracking.

• 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.

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.

PERKS AND BENEFITS

Professional growth : Accelerate your professional journey with mentorship, TechTalks, and personalized growth roadmaps.

Competitive compensation : We match your ever-growing skills, talent, and contributions with competitive USD-based compensation and budgets for education, fitness, and team activities.

A selection of exciting projects : Join projects with modern solutions development and top-tier clients that include Fortune 500 enterprises and leading product brands.

Flextime : Tailor your schedule for an optimal work-life balance, by having the options of working from home and going to the office – whatever makes you the happiest and most productive.