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23 days ago
Requirements and responsibilities
DescriptionLocation: Remote / FlexibleEngagement: Part-Time (Consulting / Contractor)Experience Level: Senior / Expert (10+ years preferred)About the RoleWe are seeking a highly experienced Salesforce configuration expert with deep expertise in Field Service operations to lead, optimise, and scale our Salesforce environment. This is not an entry-level admin role — we are looking for someone who has designed and implemented complex Salesforce ecosystems and can operate autonomously at a strategic level.You will take ownership of our Salesforce setup, ensuring it is efficient, scalable, and aligned with real-world service delivery operations.Key ResponsibilitiesLead end-to-end Salesforce configuration and optimizationArchitect and manage Field Service workflows (job allocation, scheduling, dispatch, mobile workflows)Design scalable systems for high-volume service operationsImprove lead → booking → job completion → billing pipelineConfigure and optimise: Flows, automations, and validation rulesConfigure and optimise: Objects, fields, and page layoutsConfigure and optimise: Reports and dashboards for operational visibilityIntegrate Salesforce with external tools (dialers, payment systems, apps)Reduce manual processes through automation and system designTroubleshoot performance issues and implement best-practice solutionsProvide strategic input on scaling operations and CRM architectureRequired Experience10+ years Salesforce experience (Admin / Consultant / Architect level)Deep hands-on experience with Salesforce Field Service (FSL)Proven track record building systems for: Service-based businesses; Field technician / mobile workforce environmentsStrong experience with: Flow Builder (advanced); Process automation; Complex object relationships; Experience integrating Salesforce with third-party platforms; Ability to translate business operations into system designWhat We’re Looking ForSomeone who doesn’t need hand-holding — can audit, identify gaps, and executeCommercial thinker — understands ROI, efficiency, and scalabilityExperience in fast-paced, high-growth environmentsStrong problem solver who can simplify complexityComfortable working directly with founders / operatorsNice to HaveExperience in automotive, insurance, or service membership businessesBackground in call center + field service hybrid modelsExposure to high lead-volume environments (paid traffic driven)Engagement DetailsPart-time, flexible hoursOngoing engagement with potential to expand scopeImmediate start preferredHow to ApplyPlease include:Summary of relevant Salesforce & Field Service experienceExamples of systems you’ve built or optimizedAvailability (hours per week)
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