Sr. Salesforce Consultant - Field Service Lightning

Sr. Salesforce Consultant - Field Service Lightning

Join to apply for the Sr. Salesforce Consultant - Field Service Lightning role at Eide Bailly LLP

Location:

Physical location anywhere in the continental US. Work Arrangement:
Remote.

Senior Technology Consulting Recruiter at Eide Bailly LLP

• Lead discovery to map field service processes including work order management, scheduling & dispatch, inventory/parts, service appointments, warranties, entitlements, and SLAs.
• Design end-to-end FSL solutions:
  Work Types, Service Resources, Territories, Skills, Operating Hours, Scheduling Policies, Optimization, Mobile flows, and offline capabilities.
• Define scalable data models and guardrails including asset hierarchy, product-to-service mapping, inventory tracking, warranty/entitlement frameworks, and contract alignment.
• Configure FSL: service territories, resources, skills, scheduling rules, optimization, work types, work orders, service appointments, crews, inventory, and entitlements.
• Build guided service flows and UX with Omni Studio (OmniScripts, Flex Cards, Data Raptors, Integration Procedures); extend with LWC/Apex where appropriate.
• Work with integration teams when integrating with ERP/asset/inventory/finance systems (e.g., Net Suite/SAP/BC) via Mule Soft or APIs.
• Lead data migration for service territories, resources, skills, products, assets, warranties, and historical work orders.
• Establish CI/CD and testing (Dev Ops Center/Git), create test scenarios for dispatch/optimization, and drive UAT and cutover.
• Serve as a trusted advisor; translate business objectives into FSL design choices and trade-offs.
• Run demos and solution walkthroughs; produce design docs, runbooks, and admin playbooks.
• Enable clients post-go-live (KPIs like first-time fix rate, SLA adherence, utilization rate, service revenue growth).
• Mentor consultants/developers; perform design and configuration reviews.
• Troubleshoot complex FSL, Omni Studio, and integration issues; drive continuous improvement.

• 5+ years on Salesforce required.
• 3+ years in Service/FSL with at least three full-cycle FSL implementation (hands-on config) required.
• Hands-on mastery of FSL:
  Service Territories, Resources, Scheduling & Optimization, Work Orders/Service Appointments, Skills, Inventory Management, Entitlements/Warranties, Mobile configuration required.
• Deep understanding of SLA/entitlement management, preventive maintenance, warranty/contract alignment, multi-day work orders, crew scheduling, asset-based service required.
• Strong Salesforce data modeling and declarative automation skills. (Required)
• Comfortable with Omni Studio (OmniScripts, Flex Cards, Data Raptors, Integration Procedures) required.
• Familiarity with Apex/LWC and integration patterns (platform events, REST) required.
• Experience with Dev Ops Center/Git and Agile delivery methodologies required.
• Salesforce Field Service Consultant, Administrator, and App Builder certifications preferred.
• Omni Studio Consultant certification preferred.
• Experience integrating FSL with ERP, asset, or inventory systems preferred.
• Exposure to FSL mobile/offline deployments and best practices preferred.
• Industry background in Manufacturing, Utilities, Energy, Professional Services, or Communications preferred.
• Knowledge of document generation (e.g., Conga/S-Docs) and asset/IoT integrations preferred.
• Experience with Sales Cloud, Service Cloud, Experience Cloud in support of service management journeys preferred.
• Familiarity with service analytics/KPIs and executive-level storytelling around operational performance preferred.
• Prior work with Mule Soft (Anypoint/IDP) or similar middleware preferred.
• Executive-ready communication; able to simplify complex FSL topics and defend design decisions.
• Structured problem solver with strong attention to detail.
• Collaborative leader who upskills teams and champions best practices.

• Executive-ready communication; able to simplify complex RCA topics and defend design decisions.
• Structured problem solver with strong attention to detail.
• Collaborative leader who upskills teams and champions best practices.

Must be authorized to work in the…