Salesforce Field Service Consultant

About the role

We are seeking a motivated and experienced problem-solver to serve as a Subject Matter Expert for our Field Service systems. This role is pivotal in bridging the gap between our business objectives and technology solutions. You will be the go-to expert for our core Field Service platform, responsible for analyzing complex challenges, designing effective solutions, and driving the implementation of key initiatives. The ideal candidate will have a deep functional and technical understanding of Salesforce Field Service and a passion for improving processes and solving intricate problems.

Responsibilities

• Serve as the primary subject matter expert for the Salesforce Field Service platform, providing technical and functional guidance.
• Partner with field service, customer service, and other business stakeholders to understand their needs, pain points, and strategic objectives.
• Lead business analysis efforts by capturing, documenting, and translating business requirements into detailed functional specifications and system designs.
• Analyze complex business problems and design scalable, effective solutions within the Salesforce ecosystem.
• Configure and customize the Salesforce Field Service application, including work orders, service appointments, asset management, scheduling logic, and the mobile experience.
• Act as a key problem solver by troubleshooting, diagnosing, and resolving complex technical and functional issues within the platform.
• Collaborate with internal IT teams, system administrators, and external partners to deliver integrated and robust solutions.
• Develop and execute test plans to ensure the quality and stability of new features and enhancements.
• Contribute to the strategic roadmap for field service technology, identifying opportunities for innovation, process automation, and efficiency gains.
• Create documentation and provide training to business users to drive adoption and ensure best practices are followed.

Requirements

• Bachelor's Degree or 5+ years of equivalent experience in an information systems or business analysis role.
• 3+ years of hands-on experience with Salesforce Field Service (SFS), including implementation, configuration, and support.
• Proven experience in a role blending functional business analysis and technical system configuration.
• Deep understanding of core field service business processes (e.g., dispatch, scheduling, work order management, inventory, mobile workforce operations).
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication and interpersonal skills, with the ability to articulate complex technical concepts to non-technical stakeholders.

Preferred Skills

• Salesforce certifications (e.g., Salesforce Administrator, Field Service Consultant).
• Experience with Agile or other iterative development methodologies.
• Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
• A strategic thinker with a passion for using technology to solve business challenges and drive value.
• Experience with large-scale transformation projects.