Salesforce Technical Consultant

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🕒 February 26

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Logo of Lean Layer

Lean Layer

11 - 50 employees

Founded 2019

🤝 B2B

☁️ SaaS

B2B • SaaS

Lean Layer is a fractional RevOps, GTM, and business intelligence services firm that helps B2B companies optimize revenue technology, analytics, and go-to-market strategy. They implement and maintain CRM and RevOps infrastructure (primarily Salesforce and HubSpot), build custom revenue analytics and reporting, and help operationalize revenue strategy — acting as an extension of clients' teams to improve forecasting, conversion, and pipeline growth. Lean Layer offers fractional experts, workshops, and hands-on execution to drive measurable revenue outcomes.

📋 Description

• Partner with engagement managers to gather client requirements, conduct needs assessments, and propose Salesforce-based solutions. • Configure Salesforce environments, including creating workflows, automations, reports, and dashboards tailored to client needs. • Handle data migrations, clean-up, and integrations to ensure accuracy and consistency across Salesforce systems. • Troubleshoot and resolve Salesforce-related issues, identifying gaps in workflows and recommending best practices. • Manage task deadlines effectively while delivering high-quality solutions that align with client expectations. • Provide guidance to end-users and stakeholders on Salesforce functionalities and best practices. • Test all configurations and customizations to ensure solutions meet technical and business requirements.

🎯 Requirements

• A bachelor’s degree in a related field such as Business, Finance, Operations, as well as Engineering degrees. We are looking for a diversity of backgrounds with strong foundation of analytical, logical, and organizational skills. • Minimum of 2 years of experience as a RevOps professional, preferably experienced working with a US-based company. • Fluent English communication skills both written and verbal. • Strong work ethic with a consistent record of leading projects to success. • 3-7+ years of Salesforce administration or consulting experience, preferably with exposure to US-based clients. • Proven experience with Salesforce configuration, workflows, automations, and integrations. Salesforce Administrator or related certifications are highly preferred. • Familiarity with Apex, Lightning, Flows, and third-party tools that integrate with Salesforce (e.g., HubSpot, Outreach, Marketo). • Strong ability to translate business needs into technical solutions and troubleshoot complex issues. • Excellent communication skills (written and verbal), client-facing professionalism, and a collaborative mindset. • Ability to quickly adapt resources to changing project demands and address staffing challenges. • Familiarity with RevOps functions to effectively evaluate candidate fit and align staffing to project requirements. • Excellent communication and negotiation skills to manage resource needs. • Strong organizational skills to handle multiple projects and meet staffing demands within timelines.

🏖️ Benefits

• Offers Commission • Offers Bonus

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