Salesforce Consultant

Salesforce Consultant

Hourly Rate: $30–$40 USD

Location: Remote from LATAM

About the Opportunity

At Latino Legends, we connect top-tier LATAM talent with global companies building high-impact teams. Our client is a CRM strategy and integration consulting firm focused on helping growing businesses streamline operations, accelerate revenue, and create exceptional customer experiences.

They combine strategic thinking with hands-on execution to help small and mid-sized companies connect their systems, sell more effectively, and scale with confidence.

The Role

This is not a support or admin position. We’re looking for a client-facing consultant who can think strategically, execute efficiently, and translate business needs into scalable Salesforce solutions.

You’ll work within a structured, collaborative delivery environment, partnering closely with Project Managers, Admins, and Developers to deliver high-quality outcomes.

What You’ll Do

• Lead discovery sessions to uncover and refine business + technical requirements

• Translate requirements into scalable solutions across Sales Cloud, Service Cloud, and related products

• Configure and customize Salesforce (objects, fields, flows, validation rules, automation)

• Design and optimize sales processes, pipelines, and reporting frameworks

• Collaborate with Project Managers on scope, timelines, and deliverables

• Partner with Admins and Developers to deliver cohesive, scalable solutions

• Participate in Agile ceremonies (standups, sprint planning, retrospectives)

• Support integrations with third-party systems (APIs, middleware like Make.com, etc.)

• Manage data migration, cleanup, and ensure data integrity best practices

• Build dashboards and reports that drive decision-making

• Provide client guidance, training, and documentation

• Troubleshoot issues and recommend ongoing optimizations

• Proactively flag risks, blockers, and dependencies

• Track time accurately and consistently aligned with deliverables

What You Bring

• 3+ years of hands-on Salesforce consulting experience

• Strong expertise in Sales Cloud or Service Cloud configuration & automation (Flows, modern tools)

• Proven experience leading client calls and managing stakeholders

• Solid understanding of CRM strategy and sales operations

• Experience with integrations (REST/SOAP APIs, middleware tools)

• Background working in team-based consulting environments

• Ability to execute within defined scope, timelines, and PM-led structures

• Strong collaboration across cross-functional teams (Admins, Developers, QA)

• Experience with Agile, Scrum, or similar delivery frameworks

• A problem-solving mindset with strong execution skills

• Excellent communication—clear, structured, and client-ready

Nice to Have

• Experience with Salesforce CPQ or Revenue Cloud

• Exposure to subscription billing or complex pricing models

• Familiarity with middleware tools like Make.com

• Salesforce certifications (Admin, Advanced Admin, Sales/Service Cloud, CPQ)

• Experience working with SMB or mid-market clients

What Success Looks Like

• You independently translate business needs into scalable Salesforce solutions

• You deliver clean, maintainable builds aligned with best practices

• You communicate clearly with both clients and internal teams

• You thrive in a structured, PM-led environment without constant oversight

• You proactively identify gaps and recommend improvements beyond initial requirements