Senior Salesforce Configuration & Field Service Expert

Location: Remote / Flexible

Engagement: Part-Time (Consulting / Contractor)

Experience Level: Senior / Expert (10+ years preferred)

About the Role

We 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 Responsibilities

• 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

Required Experience

• 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

What We’re Looking For

• Someone who doesn’t need hand-holding — can audit, identify gaps, and execute
• Commercial thinker — understands ROI, efficiency, and scalability
• Experience in fast-paced, high-growth environments
• Strong problem solver who can simplify complexity
• Comfortable working directly with founders / operators

Nice to Have

• Experience in automotive, insurance, or service membership businesses
• Background in call center + field service hybrid models
• Exposure to high lead-volume environments (paid traffic driven)

Engagement Details

• Part-time, flexible hours
• Ongoing engagement with potential to expand scope
• Immediate start preferred

How to Apply

Please include:

• Summary of relevant Salesforce & Field Service experience
• Examples of systems you’ve built or optimized
• Availability (hours per week)