Certified Salesforce Consultant / Administrator (Customization & Workflow Project)

Job Description:

We are a Control System Integrator (CSI) specializing in municipal water and wastewater automation.
We currently use Salesforce as our CRM for tracking project quotes, opportunities, and relationships. We’re beginning Phase II of our Salesforce personalization and are seeking a Certified Salesforce professional to complete a defined set of system upgrades and automations.

The work involves implementing enhancements to an already customized Salesforce org — including:

Improved dashboards and reporting (rolling 3-month trend, capture ratio, bid volume, win/loss metrics)

Field renaming, page-layout cleanup, and validation rules

Automation of quote ? review ? approval workflows

Outlook and LinkedIn Sales Navigator integration setup

Simplified UI navigation and layout improvements

Data management logic for “Involved Companies” and map-based contractor tracking

A detailed Scope of Work document will be provided to shortlisted applicants for quoting.
We will authenticate all Salesforce certifications.

Requirements:

Salesforce Certified Administrator (ADM-201 minimum) — verified credential required

Excellent English communication skills, written and spoken

At least 2 years of Salesforce configuration experience (Flows, record types, page layouts, reports, dashboards — no code or Apex required)

Ability to document changes and provide short video or written admin handoff

Prior freelance or project experience with international clients (preferred)Type of Employment: Project-Based (Estimated 60–100 hours over 2–3 months)

Desired Hours per Week:

Flexible – Part-time, based on milestones (approx. 10–15 hrs per week during development phase)