Monterrey, Mexico | Posted on 09/14/2026
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

📌 Senior Salesforce Consultant (Monterrey)
🏢 Agileengine
📍 Monterrey