Salesforce Field Service Strategist

3 weeks ago


Irvine, California, United States 3 Day Blinds Full time
Job Overview

We are seeking a highly skilled Salesforce Business Partner to collaborate with our Sales, IT, and Marketing teams. This individual will play a crucial role in solving complex problems, developing/implementing Salesforce best practices, and supporting growth in a fast-paced working environment.

About the Role

The ideal candidate will have 6+ years of experience managing an advanced Salesforce instance and exposure to multiple Salesforce instances. Field Service, Sales Consultant, and/or Service Consultant certification is preferred. A Bachelor's Degree in Information Technology or Computer Science, or equivalent combination of education and experience, is required.

This role involves serving as the Subject Matter Expert for Salesforce Field Service instance, fostering relationships across functional areas, reviewing current business processes, and liaising between technical teams and functional leaders to ensure system configuration aligns with business processes.

Key Responsibilities
  • Appointment optimization – ensuring business processes and Salesforce configurations maximize appointments per day and assign resources to opportunities
  • Sales Pipeline– setting up business processes and Salesforce configurations to follow up on open sales
  • Developing a scalable CRM operations plan
  • Translating client requirements into Salesforce design, leveraging best practices and minimizing custom development
  • Collaborating with various teams and departments to implement system workflows and processes
  • Leveraging reporting capability and analyzing Salesforce data to make recommendations to Sr. Leadership
  • Participating in User Acceptance Testing of system changes
What We Offer

Annual base salary range: $96,000-$108,000. Bonus target range: 20-25%. Generous benefits package including medical, dental, vision, life, disability. Company culture prioritizes internal development and professional growth. Time off with pay. 401(k) plan with employer matching. Paid parental leave. Wellness programs and product discounts.



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