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)
