CRM Consultant – Salesforce Fullstack

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Deliver comprehensive full-stack consulting and administration support for Salesforce.

• Collaborate with Sales Cloud and CPQ platforms.

• Set up configurations for Sales and Service environments.

• Conduct weekly and monthly backups of Salesforce data.

• Analyze and test Salesforce updates released three times annually.

• Review and develop Salesforce designs and entity models.

• Configure CPQ for account creation, deletion, and access management.

• Engage with business stakeholders to document requirements for minor enhancements.

• Create design specifications and coordinate efforts with the offshore development team.

• Deploy code and modifications to subsequent environments.

• Evaluate technical design implications resulting from changes in functional requirements.

• Provide production support, manage incidents, address service requests, and implement Salesforce enhancements.

• Educate business users on Salesforce process flows.

• Assist with integrations involving Outlook, HubSpot, and other systems.

• Upload data utilizing Data Loader and Import Wizard.

• Drive solutions through configuration, Lightning Flows, lead management, and opportunity management.

• Set up reports and dashboards.

• Establish security measures using profiles, roles, and single sign-on.

⛳️ Requirements

• Proven hands-on experience with Sales Cloud and CPQ.

• Demonstrated experience in configuring Sales and Service setups.

• Mandatory Salesforce certifications in Admin, Admin+, and Platform.

• Experience with Salesforce Data Loader and Import Wizard is essential.

• Familiarity with Lightning Flows, lead management, and opportunity management.

• Background in support or managed-services projects.

• Strong ability to engage with business stakeholders and document requirements effectively.

• Capability to create technical designs and evaluate the impacts of functional changes.

• Proficient in deploying code and changes to subsequent environments.

• Knowledgeable about Salesforce security protocols using profiles, roles, and single sign-on.

• Experience in supporting integrations with Outlook, HubSpot, and other systems.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and growth.

• Flexible work arrangements and a supportive team culture.