Salesforce Consultant

Salesforce is the commercial and service engine of a modern transportation business – where customer relationships, pipeline, account hierarchies, ownership, and day-to-day customer service come together. As Senior Salesforce Consultant / Solution Architect, you will own the design, delivery, and reliability of the enterprise Salesforce platform across Sales Cloud and Service Cloud, supporting the full customer lifecycle from onboarding through case management and ongoing account operations.

You will own the complete Software Development Lifecycle – consulting with the business, architecting scalable solutions, building on the platform, integrating with the wider enterprise, and keeping production stable.

Salesforce consumes the customer golden record mastered in CDM and connects, through integration middleware, to transportation management, billing, order management, and finance systems – making sound design and reliable integration central to the role.

This is a senior, hands-on position that blends consulting and architecture with deep technical delivery and production ownership.

Why it matters: Sales, customer service, and revenue operations run on Salesforce every day. This role keeps that platform architecturally sound, reliably integrated, and continuously improving.

The Salesforce platform is the hub for customer and case management, integrated across the enterprise transportation ecosystem:

• Sales Cloud & Service Cloud – accounts, customer hierarchies, ownership, sales compensation, pipeline, case management, and service routing.
• Customer Master (Oracle Fusion CDM) – the upstream single source of truth supplying published customer accounts, hierarchies, and ownership.
• Integration Middleware (MuleSoft) – the backbone for inbound and outbound interfaces between Salesforce and enterprise systems.
• Transportation Management Systems (TMS) – operational platforms exchanging shipment and customer data with Salesforce.
• Rating, Billing & Order Management – revenue and fulfillment systems that rely on consistent customer and account data.
• Finance & ERP – downstream consumers requiring reliable synchronization and reconciliation.
• Business Functions – Customer Service, Sales Operations, Credit, and Billing teams supported day to day.

• Partner with business leaders to understand objectives and translate them into platform capabilities.
• Facilitate requirements workshops, solution discovery, and impact analysis.
• Advise Customer Service, Sales Operations, Credit, and Billing on future-state process improvements.
• Provide day-to-day technical guidance for account management, hierarchy maintenance, ownership, and compensation.

• Design enterprise-grade solutions across Sales Cloud and Service Cloud and the end-to-end customer lifecycle.
• Produce solution designs, architecture diagrams, process flows, and technical specifications.
• Recommend scalable, secure, maintainable designs aligned to Salesforce best practices and governor limits.
• Lead technical design reviews and architecture governance for the platform.

• Design and build with Apex, Triggers, Lightning Web Components (LWC), and Flows.
• Deliver Platform Events, REST/SOAP APIs, Custom Objects, Custom Metadata, Validation Rules, and Approval Processes.
• Implement enhancements for account and case management, routing, hierarchies, ownership, and compensation.
• Build reusable, well-tested components and continuously reduce technical debt.

• Design and maintain integrations with MuleSoft, the customer master (CDM), TMS, billing, order management, and ERP systems.
• Define integration architecture, authentication standards, asynchronous patterns, and error handling.
• Monitor inbound and outbound interfaces and resolve synchronization, automation, and data-processing failures.

• Investigate and resolve production incidents across Sales Cloud, Service Cloud, integrations, and automation.
• Monitor scheduled jobs, Batch Apex, Queueable Apex, Platform Events, Flows, and asynchronous processes.
• Perform root cause analysis for recurring issues and implement permanent, preventative solutions.
• Run proactive health checks and safeguard service levels and overall platform performance.

• Reconcile data between Salesforce and integrated systems to ensure consistency and integrity.
• Support migration, bulk updates, duplicate management, cleansing, and validation activities.
• Investigate discrepancies and coordinate corrective actions across enterprise applications.

• Own the full SDLC – development, unit testing, SIT, UAT, deployment, and post-production validation.
• Coordinate releases using DevOps and CI/CD best practices with strong deployment governance.
• Perform code reviews, optimize performance, and ensure compliance with governor limits and standards.

• Evaluate emerging Salesforce capabilities and recommend platform improvements.
• Mentor developers and administrators; establish coding standards and best practices.
• Maintain technical specifications, runbooks, architecture diagrams, and knowledge articles.

Impact is measured by platform reliability, delivery quality, integration health, and the business value unlocked through automation and improvement.

• Incident volume, mean time to resolve, and recurrence rate across Sales Cloud, Service Cloud, and integrations.

• Success rate and timeliness of inbound and outbound interfaces with MuleSoft, CDM, TMS, and billing.

• On-time, defect-controlled releases through SIT/UAT with strong deployment governance.

• Governor-limit compliance, test coverage, code-review outcomes, and technical-debt reduction.

• Consistency between Salesforce and integrated systems; fewer reconciliation exceptions.

• Automation and enhancements that measurably improve customer and revenue operations.

• 8+ years of Salesforce experience across delivery and production support.
• Deep expertise in Sales Cloud and Service Cloud, including case management and the customer lifecycle.
• Strong hands-on development with Apex, LWC, Flows, and Platform Events.
• Proven experience designing and maintaining enterprise integrations (MuleSoft and API-based interfaces).
• Experience supporting large-scale production Salesforce environments and complex automation.
• Demonstrated ownership of end-to-end SDLC and DevOps / CI-CD release practices.

• Salesforce Application Architect and/or System Architect.
• Salesforce Platform Developer II.
• Salesforce Administrator and Advanced Administrator.
• Salesforce Sales Cloud Consultant and Service Cloud Consultant.
• Experience in transportation, logistics, supply chain, or another integration-heavy, high-volume industry.
• Familiarity with a customer master / MDM platform (e.g., Oracle Fusion CDM) as an upstream source.
• Cloud platform experience (Microsoft Azure preferred).

• Salesforce Architecture
• Sales & Service Cloud
• Enterprise Integration
• Production Support
• DevOps & CI/CD
• Data Governance
• Stakeholder Management
• Solution Design
• Technical Leadership
• Business Process Automation
• Root Cause Analysis
• Apex & LWC Development