Salesforce Process & Automation Specialist (Part-Time | Remote)

We’re looking for a Salesforce specialist to help structure and improve our sales and operations workflow. This is not a basic admin role — we need someone who can think, design, and implement practical solutions that the team will actually use.

About the Role

Our business is operationally driven, not just sales-focused.

A typical workflow includes:

Lead / enquiry (Apollo, website, WooCommerce, or existing customer)
Quote creation
Artwork collection (sometimes provided upfront)
Visual production and revisions
Approval via DocuSign
Payment handling (Xero via Breadwinner – proforma or account terms)
Supplier coordination (often multiple products and suppliers per job)
Delivery tracking and confirmation
Customer follow-up and Feefo review

We need this entire process structured in Salesforce so nothing gets missed and everything is visible.

What You’ll Be Responsible For
Designing and improving our Salesforce pipeline (Lead ? Opportunity ? Order workflow)
Building practical automations (Flows, validation, task triggers)
Ensuring strong follow-up discipline (teleplanner-style process)
Structuring stages across quote, artwork, approval, payment, and delivery
Improving data quality and consistency
Creating clear dashboards and reporting for visibility
Identifying inefficiencies and implementing improvements
Supporting integration thinking (Xero, DocuSign, WooCommerce, GA)
What We’re Looking For
Solid hands-on Salesforce experience (Admin / Consultant / BA level)
Strong experience with Flows and process automation
Ability to design systems, not just maintain them
Clear, structured thinking — able to break down real-world processes
Experience working with sales + operational workflows
Comfortable working independently without constant direction
Nice to Have
Experience with integrations (e.g. Xero, Zapier, Make, APIs)
Understanding of e-commerce flows (WooCommerce)
Experience with quoting, order management, or production workflows
What This Role Is NOT
Not basic data entry
Not just user support
Not a purely theoretical role

We are looking for someone who can take ownership and improve how we work.

Working Setup
Part-time: ~15-20 hours per week
Remote
Flexible working hours
Rate: depending on experience
How to Apply

Please include:

A brief example of a Salesforce process or automation you have built or improved
How you would approach structuring a workflow that includes:
quote ? artwork ? approval ? payment ? delivery
Your hourly rate