Key skills
SalesforceCRM
About this role
Role Overview
- Lead end-to-end Salesforce configuration and optimization
- Architect and manage Field Service workflows (job allocation, scheduling, dispatch, mobile workflows)
- Design scalable systems for high-volume service operations
- Improve lead → booking → job completion → billing pipeline
- Configure and optimise:
- Flows, automations, and validation rules
- Objects, fields, and page layouts
- Reports and dashboards for operational visibility
- Integrate Salesforce with external tools (dialers, payment systems, 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
Requirements
- 10+ 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 environments
- Strong experience with:
- Flow Builder (advanced)
- Process automation
- Complex object relationships
- Experience integrating Salesforce with third-party platforms
- Ability to translate business operations into system design