Senior Salesforce Consultant – Field Service Lightning

Overview:

Who We Are

At Eide Bailly, we are passionate about helping our clients embrace innovation and drive transformation. Our Technology Consulting team partners with organizations to deliver impactful solutions across CRM, ERP, automation, and analytics. We foster a collaborative environment where your expertise is valued, and your growth is supported

Responsibilities:

What You’ll Do

As a Senior Salesforce Consultant specializing in Field Service Lightning (FSL), you will lead the design and delivery of modern service management solutions. You’ll work closely with clients to translate complex scheduling, dispatch, and mobile workforce strategies into scalable Salesforce configurations, leveraging FSL, OmniStudio, and custom development.

Key Responsibilities:

- 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 OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures); extend with LWC/Apex where appropriate.
- Work with integration teams when integrating with ERP/asset/inventory/finance systems (e.g., NetSuite/SAP/BC) via MuleSoft or APIs.
- Lead data migration for service territories, resources, skills, products, assets, warranties, and historical work orders.
- Establish CI/CD and testing (DevOps 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, OmniStudio, and integration issues; drive continuous improvement.

Qualifications:

Who You Are

You are a strategic thinker and hands-on builder with deep expertise in Salesforce Field Service Lightning. You thrive in fast-paced environments and enjoy mentoring others while delivering high-impact solutions.

- 5+ years on Salesforce required.
- 3+ years in Service/FSL with at least one 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 OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures) required.
- Familiarity with Apex/LWC and integration patterns (platform events, REST) required.
- Experience with DevOps Center/Git and Agile delivery methodologies required.
- Salesforce Field Service Consultant, Administrator, and App Builder certifications preferred.
- OmniStudio 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 MuleSoft (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.