Salesforce Expert

Overview

You're a Salesforce specialist working on client engagements for RevOnyx, a 12-person RevOps consulting firm. You'll audit messy CRM setups, build custom solutions, migrate data from spreadsheets or legacy systems, and configure automations for B2B companies that don't have in-house RevOps teams. You work remotely with 3-5 active client projects running simultaneously.

Role Snapshot

Company Context

Stage: Bootstrapped/Small business (12 employees)

Size: 12 employees

Growth: Actively hiring for team expansion, positioning for "serious growth" in 2025

Market Position: Boutique RevOps consultancy competing against larger firms like RevPartners, freelancers, and in-house hires. Their angle is "full team of experts for less than one FTE hire."

What You'll Actually Do

Time Breakdown

Client Implementation (50%) | Internal Systems (20%) | Client Calls/Training (20%) | Admin/Documentation (10%)

Key Activities

• Client Discovery & Audits: You join kickoff calls, interview their sales/CS teams, audit their existing Salesforce org (usually a disaster with duplicate fields, broken workflows, and data quality issues). Document what's broken and what they actually need.
• Building Custom Solutions: Create custom objects, fields, page layouts, record types, validation rules, and process automation (flows, process builder, sometimes Apex if you can code). Most clients need basic stuff but want it to actually work reliably.
• Data Migration & Cleanup: Pull data from CSVs, HubSpot, old CRMs, or actual spreadsheets. Clean it up, map fields, import into Salesforce, then fix the inevitable issues that crop up. Expect to spend hours troubleshooting import errors.
• Training & Enablement: Run Zoom sessions teaching their sales reps and managers how to use what you built. Most won't watch the recording, so you'll answer the same questions multiple times. Create documentation that hopefully someone reads.
• Ongoing Support: Field Slack messages and tickets when things break or clients want changes. Some weeks you're mostly building, other weeks you're firefighting random issues across all your accounts.

The Honest Reality

What's Hard

• Client Expectations vs Reality: Clients often want enterprise-grade functionality on a small budget and timeline. You'll spend time managing scope creep and explaining why their "simple request" is actually complex.
• Messy Handoffs: You're inheriting systems that were set up poorly or not at all. Lots of time goes into understanding what someone else built (or didn't build) before you can fix it.
• Context Switching: Juggling 3-5 clients means constantly switching between different orgs, different industries, different tech stacks. Monday you're in healthcare SaaS, Tuesday you're in manufacturing, Wednesday you're back to healthcare but a different use case.
• Remote Consulting Grind: You're on Zoom a lot. Client calls, internal syncs, training sessions. When you're heads-down building, you get interrupted. When you block time to focus, someone needs you urgently.
• Limited In-House Resources: Small team means you're figuring things out yourself more often. There's expertise to tap, but you won't have the bench depth of a big consultancy.

What Success Looks Like

• Clients actually use what you built instead of reverting to spreadsheets
• Projects delivered on time without massive scope creep
• Positive client feedback and renewals (RevOnyx keeps clients long-term for ongoing optimization)
• Clean, well-documented implementations that the next person can understand

Who You're Working With

Your Clients:

• Small to mid-sized B2B companies (20-200 employees typically)
• RevOps leaders, Sales VPs, or Founders who know they need help but don't know what good looks like
• Companies that tried to DIY their Salesforce setup and broke it, or grew too fast and never set it up properly

What They Care About:

• Can their reps actually use this without constant support tickets?
• Will their reports finally be accurate?
• Can they stop losing deals because data is in three different places?
• Is this going to take 6 months or can they see results in weeks?

Requirements

• 2+ years hands-on Salesforce configuration experience (admin work, not just user)
• You've built custom objects, flows, validation rules, and actually understand the data model
• Experience with data migration and cleanup (you've dealt with messy CSVs and duplicate records)
• Client-facing skills - you can explain technical stuff to non-technical people without being condescending
• Comfortable working independently on remote projects with async communication
• Salesforce Admin certification preferred (they didn't say required, but you should probably have it)
• Bonus: Experience with other tools in the RevOps stack (HubSpot, Outreach, ZoomInfo, etc.) since clients want integrated solutions