16 oct
|
AgileEngine
|
Pereira
16 oct
AgileEngine
Pereira
Pereira, Colombia
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.
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, Tech
Talks, 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.#J-18808-Ljbffr
📌 Senior Salesforce Consultant (Pereira)
🏢 AgileEngine
📍 Pereira