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.
— Sarah J.
·
Marketing Manager
★★★★★
Verified
