Senior Technical Consultant
Salesforce2 days ago
Mexico City, MexicoSenior
Responsibilities
- Configure and build Sales Cloud and Service Cloud capabilities including lead and opportunity management, case management, Service Console, Omni-Channel, Knowledge, and Email-to-Case/Web-to-Case.
- Build declarative automation and customizations using Flow, validation rules, approval processes, Apex, SOQL, and LWC or Aura.
- Execute technical data migrations using Data Loader, Data Import Wizard, and ETL tools.
- Configure Salesforce security and access models, including profiles, permission sets, roles, sharing rules, and field-level security.
- Design and configure integrations with ERP, telephony/CTI, and marketing systems using REST/SOAP APIs, Platform Events, and MuleSoft.
- Build and execute unit, integration, and UAT test plans and perform data validation before cutover and go-live.
- Conduct code reviews, mentor junior consultants, and establish technical quality standards.
- Document configurations, code, and technical decisions for Migration Factory playbooks and accelerators.
- Participate in discovery workshops and client validation sessions and escalate technical risks to the architect.
Requirements
- At least 5 years of Salesforce experience and at least 3 years working directly with Sales Cloud and/or Service Cloud.
- Strong hands-on experience with Sales Cloud or Service Cloud, including lead-to-opportunity, case management, Service Console, and Omni-Channel.
- Advanced Apex, SOQL, and LWC or Aura skills, with solid knowledge of Flow and declarative automation.
- Deep understanding of the Salesforce data model, security model, and large-volume data migration practices.
- Experience with REST/SOAP API integrations or middleware and CRM migration or implementation projects.
- Experience collaborating with client-facing teams under an architect or technical lead and mentoring or guiding consultants.
- Familiarity with Salesforce DevOps tools and practices including Git, SFDX, CI/CD, sandboxes, and deployment strategies.
- Preferred experience migrating from Siebel, Microsoft Dynamics, SAP CRM, Oracle, or other legacy CRMs.
- Preferred exposure to CPQ, Experience Cloud, Field Service, Revenue Cloud, Salesforce Data Cloud, Agentforce, Einstein capabilities, telephony/CTI integrations, and ETL tools.
- Preferred Salesforce certifications include Salesforce Administrator, Platform App Builder, Platform Developer I, Sales Cloud Consultant, and Service Cloud Consultant; Platform Developer II, Integration Architecture Designer, and Data Architect are preferred.
- Experience in Agile/Scrum delivery environments is preferred.
Benefits
- Salesforce provides benefits and resources intended to support balance and well-being.
- The role is located in Mexico City, Mexico.
- Reasonable accommodations are available during the application and recruiting process.
Tech Stack
Categories
Solutions Engineering
About Salesforce
Salesforce builds cloud-based customer relationship management software and a broader Customer 360 platform for sales, service, marketing, commerce, and analytics, sold by subscription to businesses and public-sector organizations. Founded in 1999 and headquartered in San Francisco, it trades on the NYSE under the symbol CRM. Its portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, MuleSoft integration, Tableau analytics, and Slack for collaboration, with extensive developer tools and APIs.