AgileEngine

Senior Salesforce Consultant ID86851

AgileEngine  •  Sorocaba, BR (Onsite)  •  2 hours ago
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Job Description

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.

AgileEngine

About AgileEngine

AgileEngine is a digital consultancy offering top-1% tech talent across 15+ countries. We’ve helped 300+ clients in 17+ industries — from VC-backed startups to Fortune 500 brands — build software that solves real-world problems and drives measurable impact. Our clients achieve up to 3x higher ROI and 3x faster time-to-hire, with some partnerships spanning 10+ years.

Work with AgileEngine your way. Our flexible engagement models include staff augmentation and end-to-end product delivery, depending on your needs — ensuring faster scaling, seamless collaboration, and AI-enhanced productivity.

What we offer:

• Custom software development – scalable web, mobile, and backend solutions.

• AI & data solutions – GenAI, ML, and analytics for faster, smarter decisions.

• Design solutions – UX/UI consultancy and product design that wows users.

• Quality solutions – QA automation and testing for flawless delivery.

Our impact speaks for itself. AgileEngine has been listed on the Inc. 5000 for nine consecutive years, named among the Top 100 Software Development Companies of 2025 by Techreviewer, and recognized by Clutch as a Top Machine Learning Company.

Ready to build something exceptional? Schedule a free discovery call with our team!

Industry
IT & Software
Company Size
501-1,000 employees
Headquarters
Boca Raton, Florida
Year Founded
2010
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