Senior Salesforce Configuration & Field Service Expert

Description:

• Lead end-to-end Salesforce configuration and optimization.
• Architect and manage Salesforce Field Service workflows, including job allocation, scheduling, dispatch, and mobile workflows.
• Design scalable systems for high-volume service operations.
• Improve the lead-to-booking-to-job-completion-to-billing pipeline.
• Configure flows, automations, validation rules, objects, fields, page layouts, reports, and dashboards.
• Integrate Salesforce with external tools such as dialers, payment systems, and apps.
• Reduce manual processes through automation and system design.
• Troubleshoot performance issues and implement best-practice solutions.
• Provide strategic input on scaling operations and CRM architecture.
• Audit the existing setup, identify gaps, and execute improvements independently.

Requirements:

• 10+ years of Salesforce experience at Admin, Consultant, or Architect level.
• Deep hands-on experience with Salesforce Field Service (FSL).
• Proven track record building systems for service-based businesses.
• Experience supporting field technician or mobile workforce environments.
• Advanced experience with Flow Builder.
• Strong process automation experience.
• Experience with complex object relationships.
• Experience integrating Salesforce with third-party platforms.
• Ability to translate business operations into system design.
• Experience in fast-paced, high-growth environments is preferred.
• Experience in automotive, insurance, or service membership businesses is preferred.
• Background in call center and field service hybrid models is preferred.
• Exposure to high lead-volume, paid-traffic-driven environments is preferred.

Benefits:

• Remote / flexible engagement.
• Part-time contractor / consulting arrangement.
• Ongoing engagement with potential to expand scope.
• Immediate start preferred.