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)