Eide Bailly LLP · 2 days ago
Sr. Salesforce Consultant - Field Service Lightning
Eide Bailly LLP is a professional services firm seeking a Senior Salesforce Consultant specializing in Field Service Lightning. The role involves leading the design and delivery of service management solutions, working closely with clients to implement scalable Salesforce configurations and ensuring effective field service processes.
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
Qualification
Required
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 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
Must be authorized to work in the United States now or in the future without visa sponsorship
Preferred
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
Benefits
Generous paid time off
Comprehensive medical, dental, and vision insurance
401k profit sharing
Lifestyle spending account
Certification incentives
Education assistance
Referral program
Company
Eide Bailly LLP
Eide Bailly helps businesses work smarter — financially, operationally, and strategically.
Funding
Current Stage
Late StageLeadership Team
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