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.