Senior Salesforce Configuration & Field Service Expert

4 months, 1 week ago
Part-time
Senior
Software Development

Reef / Hire with Reef

Reef is a remote hiring and recruitment business that helps companies hire pre-vetted offshore B2B sales talent quickly, typically within 14 days. It focuses on roles such as BDRs, SDRs, appointment setters, account executives, sales admins, sales managers, and head of partnerships, and markets savings versus local SDRs with placement and replacement guarantees.

Design Services
11-50

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.

Interested in this position?

Apply directly on the company website

Apply Now

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