The Role
Configure and enhance Salesforce for Sales and Marketing teams, including custom objects, fields, workflows, automations, reports, dashboards, campaigns, and integrations. Translate business requirements into CRM solutions, improve pipeline and marketing ROI visibility, troubleshoot issues, document implementations, and recommend process improvements. Collaborate with internal Salesforce administrators and stakeholders while supporting multiple initiatives and larger implementation projects.
Summary Generated by Built In
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 strengthen how Salesforce supports Sales and Marketing processes. This person combines hands-on administration and configuration, including custom fields, workflows, and automations, with the ability to translate business requirements into practical solutions. Improving reporting and campaign management is central here.
WHAT YOU WILL DO
- Configure and enhance Salesforce based on Sales and Marketing requirements.
- Translate business needs into practical Salesforce solutions.
- Support CRM strategy, implementation, and solution design.
- Create and modify custom fields, objects, workflows, automations, reports, and dashboards.
- Improve sales processes, including opportunity stages, pipelines, funnels, and lead management.
- Support Salesforce reporting and help improve visibility into marketing and sales ROI.
- Assist with campaign management, contacts, segmentation, and account-based marketing initiatives.
- Support larger Salesforce enhancements and implementation projects as needed.
- Review existing processes and recommend improvements where appropriate.
- Troubleshoot Salesforce issues and provide practical solutions.
- Collaborate closely with the internal Salesforce Administrator rather than replacing the internal team.
- Document implemented solutions and help ensure the client is not dependent on an external vendor for ongoing maintenance.
- Support integrations between Salesforce and other marketing or business systems when required.
MUST HAVES
- 4+ years of hands-on Salesforce experience.
- Strong experience with Salesforce administration, configuration, and implementation.
- Experience translating Sales and Marketing requirements into Salesforce solutions.
- Strong understanding of CRM processes, including leads, contacts, accounts, opportunities, pipelines, and campaigns.
- Experience building reports and dashboards and working with business stakeholders on reporting requirements.
- Experience configuring custom fields, objects, workflows, validation rules, and automation.
- Ability to evaluate existing Salesforce processes and recommend improvements.
- Strong problem-solving skills and ability to work independently.
- Ability to communicate effectively with both technical and non-technical stakeholders.
- Experience working in an environment with multiple Salesforce initiatives running in parallel.
- Upper-intermediate English level.
NICE TO HAVES
- Experience supporting marketing teams through Salesforce.
- Experience with campaign management and account-based marketing.
- Experience integrating Salesforce with marketing automation platforms.
- HubSpot experience, particularly Salesforce/HubSpot integrations.
- Experience working across multiple Salesforce instances.
- Salesforce Administrator, Platform App Builder, or other relevant Salesforce certifications.
- Experience with Salesforce Flow.
- Familiarity with Apex, Lightning Web Components, or Salesforce development.
- Experience helping organizations improve attribution and marketing ROI reporting.
PERKS AND BENEFITS
- Growth without limits: build your skills through mentorship, internal TechTalks, challenging projects, and a dedicated annual learning budget
- Competitive compensation: get recognition that reflects your skills and impact, with regular performance and compensation reviews
- Flexibility: work 100% remotely with flexible hours that support focus, autonomy, and a healthy work rhythm
- Meaningful, modern projects: build impactful products using modern technologies alongside global teams and leading brands
- Collaborative culture: join a supportive environment with zero micromanagement where ideas are welcomed and contributions are recognized
- Well-being & support: access local well-being programs and people-focused support tailored to your location
Skills Required
- 4+ years of hands-on Salesforce experience
- Strong Salesforce administration, configuration, and implementation experience
- Experience translating Sales and Marketing requirements into Salesforce solutions
- Strong understanding of CRM processes, including leads, contacts, accounts, opportunities, pipelines, and campaigns
- Experience building reports and dashboards and working with business stakeholders on reporting requirements
- Experience configuring custom fields, objects, workflows, validation rules, and automation
- Ability to evaluate existing Salesforce processes and recommend improvements
- Strong problem-solving skills and ability to work independently
- Ability to communicate effectively with technical and non-technical stakeholders
- Experience working with multiple Salesforce initiatives running in parallel
- Upper-intermediate English level
- Experience supporting marketing teams through Salesforce
- Experience with campaign management and account-based marketing
- Experience integrating Salesforce with marketing automation platforms
- HubSpot experience, particularly Salesforce and HubSpot integrations
- Experience working across multiple Salesforce instances
- Salesforce Administrator, Platform App Builder, or other relevant Salesforce certifications
- Experience with Salesforce Flow
- Familiarity with Apex, Lightning Web Components, or Salesforce development
- Experience improving attribution and marketing ROI reporting
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The Company
What We Do
AgileEngine is a privately held company established in 2010 that builds dedicated teams of designers and developers. We turn good ideas into awesome software that people actually want to use. Some of the biggest names and the hottest startups around the world chose us to build their tech.
