Descripción del trabajo

Job Description

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

📌 Senior Salesforce Consultant Id86851 (Victoria)
🏢 AgileEngine
📍 Victoria