Salesforce Functional Consultant

Direct message the job poster from Clear2 Mortgage

Pay: Competitive salary starting at $75,000+ (based on experience)

We’re hiring an in-office Salesforce Functional Consultant who can own outcomes end-to-end. This is a hands‑on role for someone who builds, fixes, and improves without needing layers of coordination.

You’ll work directly in Salesforce (configuration + automation + reporting), support and troubleshoot integrated systems (Dialpad/Five9 and other tools), and occasionally jump into Apex/LWC when needed. When something breaks, you investigate and resolve it. When something can be better, you redesign it and ship the improvement.

This role is 100% on‑site in Royal Oak, MI
, working closely with a small, collaborative team.

• Build and enhance Salesforce solutions (Sales Cloud, Service Cloud, etc.) using objects, fields, Flows, validation rules, Lightning pages, and automation.
• Troubleshooting & Systems Support
• Diagnose and resolve Salesforce and ecosystem issues (including telephony integrations like Dialpad/Five9). Handle bugs, workflow failures, access issues, data problems, and system performance concerns with minimal downtime.
• Apex / LWC Support (when needed)
• Read and write basic-to-intermediate Apex, SOQL, and Lightning Web Components to support custom functionality, fixes, and integrations.
• Reporting & Analytics
• Build dashboards and reports that are accurate, actionable, and easy for stakeholders to use. Ensure data quality and reporting reliability.
• Project Delivery & Execution
• Own tasks from requirements to deployment. Track work in Jira (or similar), communicate progress, and deliver on deadlines.
• Manage users, permissions, security, data loads, backups, and general org maintenance. Support connected systems and tools as part of the broader CRM stack.
• Process Improvement
• Identify inefficiencies, propose better workflows, and implement improvements that increase speed, consistency, and scalability.

• Salesforce experience (must-have): 2+ years hands‑on administration and implementation experience
• Strong understanding of Salesforce Lightning configuration and Flow automation
• SOQL proficiency and comfort troubleshooting system behavior
• Ability to solve technical issues across tools (Salesforce + integrated platforms)
• Strong communication skills able to work with technical and non‑technical stakeholders
• Ownership mindset: you take initiative, move work forward, and don’t need hand‑holding
• Bachelor’s degree in a related field or equivalent real‑world experience
• Salesforce certifications (Admin, Platform App Builder, Consultant) are a strong plus

• Experience with telephony/call center integrations (Dialpad, Five9, etc.)
• Familiarity with other CRM tools (marketing automation, dialers, data tools)

• Competitive salary: starting at $75,000+ (based on experience)
• Growth runway: real opportunity to take on bigger projects and expand your skill set fast
• High‑impact work: what you build directly affects clients and production outcomes
• Team culture: collaborative, practical, and execution‑focused good ideas win
• Benefits: health insurance, and more (details provided during the process)

This position is 100% on‑site in Royal Oak, Michigan
. Candidates should be local to Metro Detroit

Entry level

Full‑time

Information Technology

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