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
- 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
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Hiring process timeline
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A quick note
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Tell us about yourself
Submit a short application form.
Pass a quick test
Pass a 30’- 60’ test.
Record a short video
Introduce yourself on video to fast-track your application process.
Meet our team
Once you pass the video review, grab a spot on our calendar for a technical interview.
Get an offer
Welcome to AgileEngine!
Have any questions?
What is the work format and schedule?
We are a remote-first company, so all our positions are remote. Schedules are flexible, but the main requirement is to have an overlap with your client’s schedule to ensure smooth collaboration. Specific details depend on the project and are discussed during the interview process.
What level of English is required?
We look for Upper-Intermediate (B2) proficiency or higher. Since you will be collaborating with international teams and global clients (including Fortune 500 companies), English is a part of your daily work.
Does AgileEngine provide work equipment?
It depends on your location. We provide equipment in Ukraine, Poland, Argentina, Colombia, Mexico, Brazil, Guatemala, Portugal, Spain, and India. In the USA, equipment is usually provided by the client; otherwise, you will be expected to use your own setup.
What opportunities for professional growth do you offer?
We support continuous growth through personalized development paths tailored to each expert. Also, you can expect:
- An annual learning and development budget
- Internal workshops, tech talks, and mentorship programs
- Opportunities to switch projects or grow into new roles over time
What does a typical team look like, and what tools do you use?
Teams vary by project, but you’ll usually work with a mix of experts across different fields, along with a delivery or project manager who supports collaboration and onboarding.
For day-to-day work, teams commonly use tools like Jira and Google Workspace, along with communication platforms such as Google Chat. Depending on the client, you may also work with Slack, Confluence, Notion, or similar tools.
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