Best Salesforce sales cloud freelance jobs

Sales Development Representative (SDR) – Cold Email & Phone Follow-Up (Engineering Firm) Long-Term, Part-time Commission-Based w Base Pay

We are Preeminent Solutions, a civil-structural engineering design firm based in Orlando, FL.

We're looking for a Part-time reliable and results-driven Sales Development Representative (SDR) to support our business development efforts through cold email outreach and phone follow-ups.

Ideal candidate must have:
- Experience in cold calling, cold email, or sales at least 2 years (experience in Law Firms, General Contractor and/or Engineering companies is preferred)
- Neutral or American accent and great English communication skills
- Confident, polite, and can handle objections well
- Reliable internet, headset, and quiet workspace
- Ability to take detailed notes
- Ability to speak and write in Spanish is highly preferred

Responsibilities:
- Customer Intake via phone (i.e. Answering phones)
- Customer Intake via email
- Customer intake via social media
- Social Media Marketing (posting articles, responding to comments, sending in-mail messages)
- Email Outreach (sending pre-approved emails, responding to email responses, scheduling calls)
- Phone marketing (Phone Follow-ups)
- Use of Salesforce CRM
- Use of Auto dialer
- Ability to take detailed notes

The following programs (or a similar alternative) are required:
- Sales Force
- Brevo
- HubSpot
-Podio
- Ring Central
- MS Outlook

Type: Part-time
Weekly Commitment: 15–20 hours per week
Long Term role (12+ months)
Opportunity for Direct Hire

We are looking for an experienced SignNow professional to help us better understand how teams use DocuSign in real-world day-to-day operations.

This is a part-time engagement per week for now. We are not looking for someone to prepare formal training materials. We want someone who uses SignNow regularly and can walk us through practical workflows, explain best practices, and answer questions based on hands-on experience.

What You’ll Do

You will demonstrate and explain common SignNow workflows, including:

Creating reusable SignNow templates

Configuring fields, recipient roles, and signing order

Preparing and sending envelopes

Setting up conditional fields and routing logic

Applying custom branding

Creating and managing PowerForms

Running bulk sends

Correcting envelopes after they have been sent

Voiding, resending, and managing incomplete agreements

Tracking envelope status through completion

Reviewing certificates of completion and audit trails

Managing users, groups, permissions, and account settings

Explaining common mistakes, shortcuts, and best practices

Answering questions about why certain workflows are structured in a particular way

We are especially interested in understanding how experienced users actually work inside DocuSign, including the practical decisions that are not always covered in documentation.

Who We’re Looking For

You may come from any of the following backgrounds:

SignNow Administrator
You manage the SignNow account, including templates, branding, signing settings, users, permissions, integrations, and requests from internal teams.

Contracts / Legal Operations Specialist
You regularly process agreements such as NDAs, MSAs, SOWs, amendments, and other contracts through DocuSign, including signature routing, status tracking, and management of executed agreements.

Sales Operations, HR Operations, or Finance Operations
You manage a high volume of DocuSign envelopes, potentially through systems such as Salesforce, Workday, NetSuite, Greenhouse, Microsoft 365, or similar platforms.

Required Experience

5+ years of hands-on DocuSign or SignNow eSignature experience

Near-daily or frequent professional use of DocuSign

Strong experience with templates and fields

Recipient roles and signing order

Conditional logic

PowerForms and/or bulk send

Envelope tracking and reporting

Corrections, voids, and resends

User and account administration

Ability to clearly explain your process and the reasoning behind it

When applying, please let us know whether your primary experience is as a DocuSign account administrator, sender, contracts professional, or a combination of these.

Nice to Have

DocuSign CLM or IAM experience

Salesforce integration experience

Microsoft 365 or Google Workspace integrations

HRIS or ERP integrations

Experience migrating from Adobe Acrobat Sign, PandaDoc, Dropbox Sign, or another e-signature platform

Engagement Details

Part-time

Approximately 10 hours per week

Remote

Primarily workflow walkthroughs, screen sharing, and Q&A

No formal course creation or extensive preparation required

To Apply

Please include:

How many years you have used DocuSign or SignNow professionally

Whether you are primarily an account administrator, sender, contracts/legal operations user, or another type of user

The DocuSign features you work with most frequently

Any DocuSign certifications you hold

Any experience with CLM, IAM, Salesforce, HRIS, ERP, or other DocuSign integrations

A brief example of a DocuSign workflow you currently manage from beginning to end

We are looking for someone who can go beyond showing us where to click and explain how experienced teams actually use DocuSign efficiently and reliably.

We’re looking for an experienced Salesforce developer to connect our new Ryan Short Marine website directly to Salesforce. The work includes reviewing website forms and Salesforce setup, creating Leads through the Salesforce REST API, configuring field mapping and routing, and testing everything in our Developer Sandbox. Our preferred budget is USD $1,000–$2,000, with a two-week turnaround including testing. The detailed scope will be attached. Please provide your fixed-price proposal, availability, relevant experience, and any assumptions or exclusions. Please note that the Grady-White requirements may change and should be quoted separately.

We are seeking an experienced Technical Lead to lead technical delivery across initiatives involving Salesforce, AI agents, enterprise integrations, and workflow automation. This role combines hands-on technical leadership, solution architecture, project delivery, and stakeholder partnership.

The ideal candidate has strong Salesforce platform experience and practical experience building or enabling AI agents, assistant workflows, or intelligent automation using Claude, Agentforce, or comparable LLM and agent-building platforms.

Enterprise experience strongly preferred.

Key Responsibilities

* Lead end-to-end technical delivery for projects spanning Salesforce, AI agent solutions, integrations, and enterprise workflows.
* Partner with business stakeholders, product managers, architects, and engineering teams to define scope, priorities, solution approaches, and implementation plans.
* Design scalable technical solutions across Salesforce and related platforms that align with business requirements and long-term architecture goals.
* Provide hands-on technical leadership for AI agent initiatives using Claude, Agentforce, or comparable platforms.
* Guide the development of AI-enabled workflows, automation patterns, and user-facing agent experiences.
* Manage technical dependencies, risks, delivery milestones, and cross-functional coordination.
* Review technical designs, code, configurations, and implementation approaches for quality, maintainability, and architectural alignment.
* Mentor engineers and developers and support technical decision-making and engineering best practices.
* Collaborate with data, product, engineering, and business teams to prioritize high-value use cases and operationalize solutions.
* Help ensure solutions meet appropriate governance, security, reliability, maintainability, and supportability standards.

Must-Have Skills

* 7+ years of experience in software engineering, platform engineering, or technical solution delivery.
* Proven experience as a Tech Lead, Technical Project Lead, or equivalent technical leadership role.
* Strong project management and cross-functional delivery experience.
* Hands-on Salesforce experience, including platform capabilities, integrations, workflows, and enterprise use cases.
* Experience building or enabling AI agents, assistant workflows, or intelligent automation solutions.
* Familiarity with Claude, Agentforce, or comparable LLM and agent-building platforms.
* Strong understanding of solution architecture, systems integration, APIs, and enterprise application design.
* Excellent stakeholder communication, technical leadership, and problem-solving skills.

Nice-to-Have Skills

* Experience across Salesforce development, administration, or solution architecture.
* Familiarity with prompt design, agent orchestration, grounding patterns, and AI workflow evaluation.
* Experience leading Agile delivery across engineering and business teams.
* Exposure to cloud platforms, data pipelines, analytics ecosystems, or workflow automation tooling.
* Salesforce certifications or relevant AI/platform certifications.

Required Tools & Platforms

* Salesforce platform.
* Claude, Agentforce, or comparable LLM and agent-building platforms.
* APIs and enterprise integration technologies.

Location, Time & Engagement

* Remote contract engagement.
* Candidates must be located in APAC or LATAM.
* 100% allocation.
* U.S. Central Time coverage is required.
* Some overlap with India Standard Time is expected.
* Availability through approximately 11:00 a.m. U.S. Central Time is preferred.
* Expected engagement through March 31, 2027.

## Experienced Insurance Telemarketer / Appointment Setter – U.S. Insurance Agency

We are seeking an experienced, reliable, and professional outbound telemarketer based in the Philippines for a long-term, part-time position supporting an established California insurance agency.

The ideal candidate will have excellent spoken English, strong cold-calling skills, and preferably prior experience contacting U.S. consumers regarding Auto, Homeowners, or Life insurance.

**About the Position**

You will contact California consumers identified through online insurance-related behavioral intent data to determine whether they are interested in speaking with a licensed insurance agent.

These are cold prospects, not individuals who necessarily requested an insurance quote. You must be comfortable initiating conversations, engaging consumers professionally, and handling objections.

We provide prospect lists, Salesforce CRM, Aloware calling software, training, and approved calling scripts. Only prospects cleared under our telemarketing compliance procedures will be assigned for calling.

**Responsibilities**

- Make outbound calls to California consumers using Aloware.
- Contact assigned prospects in priority order based on Salesforce lead scoring.
- Identify consumers interested in Auto, Homeowners, or Life insurance.
- Warm-transfer interested prospects to licensed insurance agents or schedule appointments.
- Handle objections professionally without using high-pressure sales tactics.
- Accurately record call results, notes, and follow-up activities in Salesforce.
- Follow all agency-approved telemarketing and Do Not Call procedures.
- Maintain consistent attendance, productivity, and communication with management.

**Required Qualifications**

- At least 2 years of outbound cold-calling experience with U.S. consumers.
- Excellent spoken English with clear pronunciation and a natural, conversational telephone manner.
- Previous U.S. insurance telemarketing experience strongly preferred.
- Proven ability to engage cold prospects and generate qualified appointments.
- Experience working with CRM systems and outbound dialing software.
- Reliable high-speed internet, quality headset, and quiet workspace.
- Ability to work during California business hours, which are overnight hours in the Philippines.
- Dependable, organized, responsive, and detail-oriented.

**Preferred Experience**

- Auto, Homeowners, or Life insurance appointment setting.
- Salesforce CRM.
- Aloware or similar outbound calling platforms.
- Warm transfers to U.S.-based insurance agents.
- Familiarity with U.S. telemarketing compliance requirements.

**Position Details**

- Location: Philippines (Remote).
- Schedule: Monday–Friday, approximately 20 hours per week.
- Working Hours: Initially 9:00 AM–1:00 PM Pacific Time.
- Compensation: $6–$9 USD per hour, depending on experience.
- Duration: Long-term opportunity, with potential for increased hours based on performance.
- Selection Process: Video interview followed by a short paid trial.

This is an appointment-setting position. Insurance quotes, coverage recommendations, and policy sales will be handled by appropriately licensed insurance agents.

**How to Apply**

Please include the following in your proposal:

1. Describe your experience making outbound cold calls to U.S. consumers.
2. Have you previously worked with U.S. Auto, Homeowners, or Life insurance leads? Please provide details.
3. What was your average daily calling volume, and how many qualified appointments did you typically generate?
4. Which CRM systems and calling platforms have you used?
5. Confirm that you can consistently work from 9:00 AM to 1:00 PM Pacific Time, Monday through Friday.
6. State your requested hourly rate.
7. Provide a 60-second voice recording introducing yourself and describing your relevant experience.

**Important:** We are seeking a dependable, long-term team member, not a temporary freelancer. Reliability, excellent communication, professional telephone skills, and consistent performance are essential.

Applicants with demonstrated U.S. insurance cold-calling experience will receive priority consideration.

We need an expert to clean and analyze historical Salesforce data to uncover business insights.
The work includes reviewing data quality and preparing a clear report that supports decision-making.

You should be comfortable working with historical objects, improving data accuracy, and presenting findings in a way that is easy to understand.

Experience with Salesforce historical data, business reporting, and Salesforce Einstein Analytics (CRM Analytics) is required. The ideal candidate should have hands-on experience using Einstein Analytics to analyze data, build reports and dashboard.

The project must be completed within a maximum of 2 days.

Hi, we use Salesforce and Five9 and want to automate our systems with AI through Claude. Are you open to a quick call to discuss?

We're seeking an experienced Senior Salesforce Developer with 10+ years of hands-on Salesforce development experience to support a new government-sector project.

The ideal candidate brings deep technical expertise in Salesforce development, particularly Sales Cloud and Service Cloud, along with experience designing, implementing, and maintaining scalable enterprise-level solutions.

This is a highly technical, client-facing position requiring someone who can lead solution design, translate complex business requirements into effective Salesforce solutions, and collaborate directly with U.S.-based stakeholders.

The position is full-time and fully remote, with required availability during Eastern Time working hours and occasional travel to client locations for meetings, workshops, demonstrations, or implementations.

Key Responsibilities

Design, develop, customize, and maintain enterprise-level Salesforce applications using Apex, Lightning Web Components (LWC), Visualforce, and Aura Components.

Develop and support solutions within Salesforce Sales Cloud and Service Cloud.

Lead technical solution design and translate complex business requirements into scalable, secure Salesforce solutions.

Develop, maintain, and optimize Salesforce integrations using REST APIs, SOAP APIs, web services, and middleware platforms.

Configure and optimize Salesforce Flows, validation rules, approval processes, security settings, and other platform features.

Lead technical discussions, requirement-gathering sessions, client meetings, and solution demonstrations.

Collaborate with business stakeholders, project managers, architects, and distributed development teams.

Manage deployments and releases using Salesforce DX, Git, CI/CD pipelines, and relevant DevOps tools.

Ensure code quality, platform performance, security, scalability, and adherence to Salesforce development best practices.

Troubleshoot complex technical issues, perform root cause analysis, and implement sustainable solutions.

Mentor developers, conduct code reviews, and provide technical guidance when required.

Travel to client locations across the United States when needed for project activities.

Required Skills

10+ years of hands-on Salesforce development experience, including customization, implementation, and enterprise-level solution delivery.

Strong practical experience with Sales Cloud and Service Cloud.

Advanced proficiency in Apex, Lightning Web Components (LWC), Visualforce, and Salesforce platform architecture.

Extensive experience with Salesforce integrations, REST/SOAP APIs, asynchronous Apex, SOQL, SOSL, and governor limits.

Strong understanding of Salesforce security, data modeling, performance optimization, and scalable solution design.

Hands-on experience with Salesforce automation, including Flows, validation rules, and approval processes.

Experience with Salesforce DX, Git, version control, deployment strategies, and CI/CD tools.

Demonstrated ability to manage complex technical requirements and deliver enterprise-grade Salesforce solutions.

Strong communication and stakeholder-management skills, including direct interaction with U.S.-based clients.

Ability to lead technical meetings, gather requirements, explain technical solutions, and conduct client demonstrations.

Strong analytical, troubleshooting, and problem-solving abilities.

Must currently reside in the United States.

Must be a U.S. citizen or Green Card holder.

Must be available to work Eastern Time hours.

Must be willing to travel to client locations within the United States when required.

Billing Specialist
Summary
This person will assist with the order-to-cash process end to end — from closed-won opportunity through subscription setup, invoicing, and cash collection. They work daily with Sales and CS, and operate in Nue (our quoting and subscription management platform) and Stripe (our payment processor). The role requires learning how we package and price our product, and keeping customer records accurate across all systems.

Quoting & Subscription Management (Nue)

Set up new customer accounts and subscriptions from closed-won opportunities
Process mid-term changes: upgrades, downgrades, add-ons, seat changes, and cancellations
Manage renewals and ensure pricing and terms carry forward correctly
Partner with Sales, Account Manager and Customer Success on quote configuration, approvals, and non-standard terms
Billing & Payments (Stripe)
Manage our Stripe account on a daily basis
Issue, monitor, and troubleshoot invoices
Handle all transaction issues: failed payments, dunning, refunds, credits, disputes and chargebacks
Manage payment method updates and collections follow-up on past-due accounts
Data Integrity Across Systems

Reconcile subscriptions in Nue against billing in Stripe and opportunities in Salesforce; investigate and resolve mismatches
Review accounts regularly to proactively identify billing errors before the customer does
Support monthly close by validating billing data flowing into our ERP
Support

First line of response for billing questions and escalations from CS and Sales
Document billing processes and edge cases as our packaging evolves

We’re a water damage restoration company, building a network of local partner stores that put our sign and check-in station in their shop and earn money when their customers need our help. We’re looking for a friendly, confident, native English-speaking caller to start those conversations for us.

What you’ll do

• Call independent hardware, plumbing, paint, and supply stores in New York
• Reach the owner or manager, explain the partnership in plain, easy language, and gauge interest
• Log every call in a shared sheet: who you spoke to, outcome, and next step
• Hand interested stores over to me to finalize and schedule the visit

You’ll get a short call script, an FAQ, and the email templates, so you can start quickly.

What we’re looking for

• Native or near-native English, clear and natural phone voice
• Experience in cold calling, outbound sales, or appointment setting
• Comfortable with rejection, friendly and persistent without being pushy
• Reliable, organized, and good at following up
• Able to call during US Eastern business hours (stores are easiest to reach mid-morning and early afternoon)
• Your own quiet workspace, a reliable internet connection, and a phone or calling software (we can discuss the setup)

About the partnership you’ll be pitching:
It’s a simple, no-risk offer for the store: they get paid to join, earn more for every customer they send our way, our visits are free for their customers, and they can step out at any time. You’ll get the exact terms, a call script, an FAQ, and email templates when you start.

Pay and schedule: Hourly 5-10 hours per week to start, with room to grow and long term work for the right person.

We are hiring a Sales Manager to grow participation in Copernicus Olympiad around the world. You will win new schools, country representatives, and sponsors, with a focus on countries where we are not yet present or have only a small presence, and help existing ones register more students each season. You will own a pipeline from first contact to signed partnership and report directly to the President and CEO.

What you'll do
• Open new markets: find and sign schools, tutoring centers, and education networks in countries where we are not yet present or are still small.
• Recruit and support country representatives and regional partners who run national qualifying rounds.
• Build and manage a sales pipeline in our CRM, with clear forecasts for each registration season.
• Run outreach by email, phone, video calls, webinars, and education fairs.
• Grow existing accounts so returning schools enter more students and more grade levels each year.
• Find sponsors and partners for the Global Round and other events.
• Work with marketing on campaigns, materials, and messaging for different countries.
• Track results against targets for registrations, revenue, and new partners, and report them monthly.
• Bring feedback from schools and partners back to the team to improve the competition.


What we're looking for
Must have:
• 5+ years of B2B sales or business development experience, ideally in education, EdTech, or events.
• A track record of meeting or beating sales targets.
• Confidence selling to school principals, teachers, and education partners.
• Excellent written and spoken English.
• Comfort working across time zones with people from many cultures.
• Experience using a CRM such as HubSpot or Salesforce.
• Self-starter who can build a process where none exists yet.

Nice to have
• An existing network of schools, education partners, or sponsors in markets where olympiad participation is still growing.
• A second language, such as Spanish, Arabic, French, or Mandarin.
• Experience with academic competitions, olympiads, or student programs.
• A bachelor's degree, ideally with some background in math or science.

We’re looking for a certified Salesforce Administrator to provide temporary, part-time support for approximately 5–10 hours per week through the end of 2026 while we hire a permanent replacement. You should have strong hands-on experience with Salesforce administration, sales operations, reporting, and automation, with the ability to quickly learn our existing setup, troubleshoot issues, and work independently.

Take day-to-day ownership of an established residential green building certification program, primarily California-focused with national reach. Lead technical delivery, support raters and project teams, maintain consistent certification decisions, and help shape the program through building science research and emerging industry practices.


Responsibilities
• Manage project intake, certification reviews, technical inquiries, rater support, training coordination, and closeout; maintain reliable records and consistent decisions.
• Interpret standards and codes, review evidence, provide practical guidance, and coordinate specialist review when needed.
• Evaluate advances in healthy housing, resilience, embodied carbon, electrification, and resource efficiency; improve measures, checklists, verification, and training.
• Improve CRM records, forms, reporting, and workflows; use AI models to streamline work while checking results.
• Maintain industry relationships, gather feedback, and represent the program's technical approach and value in meetings, webinars, and partner discussions.
• Provide clear written guidance and confident phone or video support to raters, developers, and project teams.


Required qualifications
• At least five years of relevant residential design, construction, building science, green building, energy consulting, or certification experience, including independent project or program responsibility.
• Deep residential building science knowledge, including envelopes, heat, air and moisture movement, ventilation, and building-system interactions. Broad green building expertise across energy, water, indoor environmental quality, materials, carbon, site, transportation, and resilience.
• Strong understanding of certification criteria, documentation, independent verification, and quality assurance; experience applying certification standards or comparable technical requirements.
• Ability to research, interpret, and apply codes and standards, learn unfamiliar requirements, and improve technical guidance or processes.
• Strong CRM or comparable software skills beyond Office, practical AI skills, excellent spoken and written English, and sound independent technical judgment.

Strongly preferred: California building and energy codes, CALGreen, and applicable local reach codes; direct residential certification experience; Salesforce and FormAssembly. Program-specific onboarding is provided.

Hours and availability
10 to 30 hours weekly, with a 10-hour minimum and increases by agreement.

At least half of weekly hours must fall within Monday to Friday, 9 am to 5 pm Pacific Time, following PST/PDT changes, for calls, coordination, and participant support.

Remaining hours are flexible.
This ongoing opportunity suits an experienced architect, designer, or building science, energy, or green building consultant seeking flexible remote work alongside an existing practice.

Applicants worldwide are welcome if they meet the Pacific-hour requirement.

Apply with relevant experience, USD hourly rate, start date, capacity, and Pacific time availability. Program and organization details will follow shortlisting.

Take day-to-day ownership of an established residential green building certification program, primarily California-focused with national reach. Lead technical delivery, support raters and project teams, maintain consistent certification decisions, and help shape the program through building science research and emerging industry practices.


Responsibilities
• Manage project intake, certification reviews, technical inquiries, rater support, training coordination, and closeout; maintain reliable records and consistent decisions.
• Interpret standards and codes, review evidence, provide practical guidance, and coordinate specialist review when needed.
• Evaluate advances in healthy housing, resilience, embodied carbon, electrification, and resource efficiency; improve measures, checklists, verification, and training.
• Improve CRM records, forms, reporting, and workflows; use AI models to streamline work while checking results.
• Maintain industry relationships, gather feedback, and represent the program's technical approach and value in meetings, webinars, and partner discussions.
• Provide clear written guidance and confident phone or video support to raters, developers, and project teams.


Required qualifications
• At least five years of relevant residential design, construction, building science, green building, energy consulting, or certification experience, including independent project or program responsibility.
• Deep residential building science knowledge, including envelopes, heat, air and moisture movement, ventilation, and building-system interactions. Broad green building expertise across energy, water, indoor environmental quality, materials, carbon, site, transportation, and resilience.
• Strong understanding of certification criteria, documentation, independent verification, and quality assurance; experience applying certification standards or comparable technical requirements.
• Ability to research, interpret, and apply codes and standards, learn unfamiliar requirements, and improve technical guidance or processes.
• Strong CRM or comparable software skills beyond Office, practical AI skills, excellent spoken and written English, and sound independent technical judgment.

Strongly preferred: California building and energy codes, CALGreen, and applicable local reach codes; direct residential certification experience; Salesforce and FormAssembly. Program-specific onboarding is provided.

Hours and availability
10 to 30 hours weekly, with a 10-hour minimum and increases by agreement.

At least half of weekly hours must fall within Monday to Friday, 9 am to 5 pm Pacific Time, following PST/PDT changes, for calls, coordination, and participant support.

Remaining hours are flexible.
This ongoing opportunity suits an experienced architect, designer, or building science, energy, or green building consultant seeking flexible remote work alongside an existing practice.

Applicants worldwide are welcome if they meet the Pacific-hour requirement.

Apply with relevant experience, USD hourly rate, start date, capacity, and Pacific time availability. Program and organization details will follow shortlisting.

Seattle Advertising is a boutique social and creative agency. We’re looking for a freelance paid-ads buyer to own two client accounts on an ongoing, month-to-month basis. We handle creative, and client communication; you handle strategy, setup, buying, and optimization.

The two accounts:

A pediatric physical therapy consulting service based in Texas. Lead-gen focus: Meta (and likely Google Search) campaigns driving parents to book a consult through a GoHighLevel landing page. Geo-targeted to Texas to start, expanding state by state over time.

A consumer app launching in the Greater Seattle area (nightlife and venue discovery). App-install and pre-launch waitlist campaigns on Meta, with a tight geo and a go-out, social positioning.

What you’ll do:

Build and manage campaigns in Meta Ads Manager, Google Ads, and TikTok Ads
Set up and verify tracking (Pixel, Conversions API, GA4, app-install attribution)
Run structured creative and audience tests and tell us what to produce next
Manage budgets and pacing, and flag issues before they become problems
Deliver a short weekly performance update and a monthly report with clear next steps
Join one 30-minute call per client per month

What we need from you:

3+ years running paid social and search for small businesses or agencies
Proven lead-gen results (local service businesses are a plus) and app-install experience
Comfortable with GoHighLevel or similar CRMs for lead tracking
Clear, concise written communication; we work async in Slack
US time zone overlap preferred

We are a B2B SaaS company serving automotive dealerships and need a Senior Salesforce Developer to join our internal team for 6 months. You will work in a mature, heavily customized Salesforce org supporting sales, contracting, billing, and customer success. Responsibilities include building and maintaining Apex triggers, classes, and test classes; developing Lightning Web Components for internal tools; designing and troubleshooting record-triggered and screen flows; supporting Salesforce CPQ for quotes, amendments, renewals, product bundles, and pricing rules; integrating with billing and contract-management systems using REST APIs and callouts; handling bulk data loads, backfills, and data-quality fixes; and deploying changes from sandboxes to production using SF CLI and Metadata API. Experience with Salesforce CPQ, amendments, renewals, source-format metadata, and production deployments is required.

We are a B2B SaaS company serving automotive dealerships and need a Senior Salesforce Developer to join our internal team for 6 months. You will work in a mature, heavily customized Salesforce org supporting sales, contracting, billing, and customer success. Responsibilities include building and maintaining Apex triggers, classes, and test classes; developing Lightning Web Components for internal tools; designing and troubleshooting record-triggered and screen flows; supporting Salesforce CPQ for quotes, amendments, renewals, product bundles, and pricing rules; integrating with billing and contract-management systems using REST APIs and callouts; handling bulk data loads, backfills, and data-quality fixes; and deploying changes from sandboxes to production using SF CLI and Metadata API. Experience with Salesforce CPQ, amendments, renewals, source-format metadata, and production deployments is required.

We need help with our Hubspot integration, for activity sync we need more expertise to allow it to complete activities in Salesfroce without changing the Salesforce integration

We need a freelancer to support our Salesforce program by adding customizations as needed. The work includes reviewing current processes, identifying improvement opportunities, and implementing practical changes to improve efficiency and user experience. You should be comfortable working independently, communicating clearly, and delivering reliable updates that align with our business goals. This is a part-time role for someone who can help keep our Salesforce environment running smoothly and adapt to changing needs over time.

About Allyiz Group
Allyiz Group is looking for an experienced Zoho specialist to help us connect our Zoho applications, set up automations, and build efficient business processes.

We purchased Zoho recently and are still at the beginning of our journey. We are looking for someone who can guide us through the setup, recommend the right solutions, and help us get the most out of the Zoho ecosystem.

Website: https://allyizgroup.com

What You'll Do
Help us connect and configure our Zoho applications.
Set up workflows, automations, and integrations to reduce manual work.
Help us structure our CRM, data, and business processes.
Identify opportunities to simplify and improve how we work.
Recommend best practices and guide us on the most suitable Zoho features.
Support us with additional configuration and automation needs as our business develops.
Who We're Looking For
Hands-on experience with Zoho CRM and other Zoho applications.
Experience building workflows, automations, and integrations.
A practical, solution-oriented approach and the ability to explain things clearly.
Someone proactive who can recommend improvements rather than simply follow instructions.
Experience with Deluge, APIs, or third-party integrations would be an advantage.

Working Arrangement
This is an ongoing collaboration, with the initial workload and priorities to be agreed together.

We would like to start by reviewing our current setup, understanding our needs, and recommending the most important steps to take first.

We are looking for a reliable long-term partner who can help us build a well-connected, automated, and scalable Zoho environment as our business grows.

We’re looking for an experienced CRM specialist to support a nonprofit CRM migration.
Please briefly describe your experience with Salesforce Cloud, and nonprofit CRM migrations, including a relevant project you have supported. Project details will be shared with selected candidates.

We have built an automated solution that streamlines Salesforce Sandbox refreshes. The tool automatically executes post-refresh steps, handles pre-configurations, and migrates both test and master data from Production into Developer Sandboxes.

We are looking for an experienced Salesforce Administrator or Architect with a complex Production environment to test our software. You will use our tool to run a refresh cycle in your own environment and share feedback on the process.

Note: You do not need to give us access to your Production org or Sandboxes. We will grant you access to our software, and you will execute the process on your end.

Key Responsibilities

Connect and run our automated refresh and data migration software in your environment.

Validate automated post-refresh steps, pre-configurations, and data seeding (test data and master data).

Highlight and report on the configuration changes required when refreshing your Production org into Developer Sandboxes.

Requirements

Management of an active, highly complex Salesforce Production organization (high object count, large data volume, multi-user environment).

Deep understanding of Sandbox management, data deployments, and post-refresh configurations.

We are looking for an experienced Nintex DocGen Specialist with strong expertise in document generation and template creation.

Key Skills & Requirements:

Hands-on experience with Nintex DocGen.

Strong expertise in creating, designing, and customizing DocGen templates.

Experience with dynamic content, conditional logic, repeating sections, tables, and document formatting.

Ability to map data fields and integrate business data into document templates.

Experience generating documents such as agreements, contracts, proposals, and business reports.

Troubleshooting and optimizing document generation solutions.

Experience with Nintex or Salesforce integrations is an added advantage.

Experience: Proven hands-on experience in Nintex DocGen template development is essential

About us
Vivavolt is a growing home energy company serving homeowners across the US. We’re looking for a confident, proactive Inside Sales Representative to talk with our leads, build trust quickly, and turn interest into booked projects.

What you’ll do

Make and take a high volume of calls (phone and video) with inbound and outbound leads
Qualify prospects, run discovery conversations, and understand each homeowner’s goals
Explain our services, next steps, and value in clear, simple terms
Follow up consistently so no lead falls through the cracks
Keep accurate notes, tasks, and pipeline stages in our CRM
Book appointments and coordinate with our operations team and partners
Spot chances to upsell or expand scope when it truly helps the client
Hit weekly activity and conversion targets

What we’re looking for

3+ years in sales, inside sales, SDR, or a client-facing role with clear targets
Native or near-native English, with a natural, friendly phone presence and a good feel for how American homeowners communicate
A proven track record in lead generation, conversion, or appointment setting (please share numbers)
Comfort with high call volume and fast-paced work
Hands-on CRM experience (HubSpot, Salesforce, or similar)
Strong organization, reliable follow-up, and ownership of your results
A positive, committed attitude. We value people who show up and get things done.

Nice to have

Experience selling to homeowners or in home services, construction, energy, or high-ticket consumer sales
Bilingual in Spanish and English
Familiarity with tools like Outreach, Google Workspace, Zoom, Teams, or Asana
Experience in startups or small, fast-moving teams

Details

Fully remote; must be available during US Eastern business hours
Full-time, long-term contract
Pay: [hourly rate or base + commission]

How to apply
Please include:

A short cover letter (no templates) telling us about your best sales result and how you achieved it
Your monthly call volume and conversion or meeting-booked numbers from a recent role
A 1–2 minute voice recording or Loom introducing yourself as if you were calling a homeowner

Start your proposal with the word “VOLT” so we know you read the full post.

About Fintalent Fintalent matches clients with top-tier freelance professionals in M&A, strategic finance and transformation from a carefully vetted network of 5,000+ experts across 50+ countries. Our clients are primarily private equity-backed growth companies, corporations with active M&A agendas and private equity firms. We provide the legal and administrative framework and handle the full operational lifecycle, from project intake and talent matching to contracting, onboarding, payments and offboarding, so talents can focus on project delivery. The Role We are looking for a Sales & Business Development Associate to help grow Fintalent's client base by identifying companies that could benefit from our network of freelance finance professionals. Your day-to-day work will include researching companies and markets, identifying the right decision-makers, reaching out through email, LinkedIn, phone and other channels, and arranging introductory calls with prospective clients. You'll also help maintain our CRM, improve our outreach processes and contribute to commercial initiatives that support the growth of the business. You will receive plenty of guidance at the start and gradually take ownership of your own accounts, outreach campaigns and business development initiatives.

Key Responsibilities
● Research companies and markets that match our ideal client profile
● Identify the right decision-makers and maintain accurate company and contact data in our CRM
● Write personalized outreach messages via email, LinkedIn, phone and other channels
● Follow up with prospects and build relationships with potential clients
● Identify companies that could benefit from external finance or M&A professionals
● Book introductory meetings with prospective clients and prepare colleagues for successful discovery calls
● Support market research, commercial reporting and other business development initiatives
● Suggest improvements to our outreach campaigns, commercial processes and platform

What We Are Looking For
● 1–3 years of experience in Sales, Business Development, Customer Success, Recruiting or a similar commercial role
● Excellent written and spoken English (additional languages are a plus)
● Strong communication and relationship-building skills ● Curious, organized and confident communicating with senior professionals
● Comfortable learning new software and AI tools
● A proactive mindset with the confidence to reach out to new people and build relationships Nice to Have
● Startup, Recruiting, Consulting, M&A or Private Equity experience
● Experience with CRM systems such as HubSpot, Salesforce or Pipedrive Beyond Day-to-Day Sales You will help build Fintalent's commercial engine while continuously improving the way we generate new business. Since business development sits at the front of our business, many of the ideas that shape our outreach, CRM and platform start here. If you enjoy connecting with people, identifying opportunities and continuously improving how we grow, we'd love to hear from you.

We're Third Republic and AI Republic, specialist Salesforce and AI recruitment firms with teams in London, New York and Denver. We're making Claude the operating system our recruitment consultants work through every day, and we've already built a lot in-house.

We want a certified Claude architect who has done this before at another organisation, and who still builds. You'll set the architecture and standards for how we use Claude across the business, then build the core of it alongside our developers.

WHAT YOU'LL DO
- Design how Claude, skills, agents and MCP servers fit together across the business
- Build the hardest parts yourself: MCP servers, multi-step agents, skills and system integrations
- Set the standards for how skills are built, tested, versioned and released
- Own access and governance, so the right people get the right capabilities
- Choose models and keep cost and quality in check
- Write specs our developers can build from, and review their work

WHAT YOU'LL BRING
- Claude Certified Architect (Professional preferred, Foundations at minimum)
- A Claude rollout across a whole organisation: licences, skills, connectors, governance and adoption
- Production agentic systems shipped with Claude Code, the Agent SDK, the API and MCP, including MCP servers you built
- Strong engineering foundations: Python or TypeScript, REST APIs, Git, hosting and monitoring
- Judgement on when a rule belongs in code rather than a prompt, and how to test agents properly
- Clear written English

NICE TO HAVE
- Recruitment, staffing or CRM experience
- Sales and outbound tooling, data enrichment or telephony APIs
- Working hours that overlap with both London and New York

THE ENGAGEMENT
Freelance contract, about 40 hours a week, remote, with a daily overlap with UK hours. We start with a paid trial project.

Please answer the screening questions in full. Proposals without answers won't be reviewed.

About me:
I’m a keynote speaker, executive coach and podcast host, based in Austin, Texas. I speak to audiences on peak performance. I have a small creative team in Europe (a video editor and a graphic designer) and we are building AI workflows in Claude to automate tasks across the business.

The role:
In 2027 I want to focus on what I alone can do: record the podcast and short videos, deliver keynotes and have the right conversations. You’ll make sure everything else is planned, organized and done.

This is an AI-first role. You will be working with Claude daily, you will make sure every workflow is running seamlessly: you will help build these, check the work, fix what’s wrong, keep the team moving and make sure nothing slips.

What you’ll own
- Team and projects: Manage my video editor and designer: priorities, deadlines and quality checks.

- Own our Asana projects for speaking, social media and the podcast. This could be moved to Notion under the right circumstances, right now Asana has been best for this.

- Inbox and calendar: Triage my email, draft and send replies, schedule meetings and protect my recording and focus time.

- Speaking engagements: Coordinate with speaker bureaus and event organizers on travel, AV, prep calls and post-event follow-up. Keep my speaker materials current and keep bureau relationships active.

- Content: Plan, schedule and publish social content across LinkedIn, Instagram, YouTube, Facebook and TikTok.

- Plan podcast episodes and guests, and manage production from recording to release. Draft the weekly email newsletter.

- Sales and relationships: Build prospect lists in Apollo, verify emails, run outreach sequences, and turn my call notes into summaries, action items and Salesforce records.

- Finance admin: Send client invoices, follow up on payments and organize receipts.

- AI workflows: Build, monitor and improve automations in Claude. Each morning, review the rundown of what ran and confirm it was done correctly.

- Weekly, monthly & quarterly plans: Build and manage the content and delivery plan. Tell me exactly what to record, film, present and attend.

- Personal (about 10% of the role): Track birthdays and occasions, buy gifts for family, friends and clients, and handle personal bookings.

You’re a great fit if you:
- Write and speak fluent English
- Have 3+ years as an EA, operations manager or project manager, ideally supporting a founder, speaker or creator
- Are strong in Asana or a similar tool, and comfortable in a CRM
- Use AI tools like Claude in your daily work
- Are organized and proactive, and follow up without being chased
- Can lead a remote team with clarity and kindness
- Can work fully on US Central Time

Bonus: experience with Apollo, Salesforce, ActiveCampaign, Canva or Descript; a background in social media or podcast production.

Details
Location: Remote, must be based in Central or South America for Timezone Alignment
Hours: Full-time, 40 hrs/week (Possibly Part-time to start depending on skillset and other commitments)
Term: Long-term, with room to grow

To apply, start your proposal with the word “EDGE,” then answer:

1. Describe a time you managed a team’s work for a busy founder or executive. What systems did you use?
2. Give a specific example of how you’ve used AI tools in your work.
3. Which responsibilities above are your strongest, and which would be newest to you?

We are looking for an experienced and customer-focused Customer Support Specialist to join our growing software company. The ideal candidate will be responsible for handling customer inquiries through phone, live chat, and email while providing timely and professional support.

You will assist customers with software-related issues, troubleshooting, account and payment concerns, and general product questions. Strong communication skills and experience using Salesforce CRM are essential

Looking for a motivated, resourceful, and results-driven Sales Development Representative (SDR) to help us connect with businesses interested in leveraging artificial intelligence to improve efficiency, automate processes, and accelerate growth.

We believe AI should make running a business easier, not more complicated.

That's where you come in.

Your job is to identify the right businesses, start meaningful conversations, uncover their challenges, and book qualified appointments with decision-makers interested in exploring AI solutions.

If you love prospecting, know how to get past gatekeepers, and can turn a cold conversation into a warm opportunity, we'd love to hear from you.

WHAT YOU'LL BE DOING

1. B2B Lead Generation & Prospecting

Research businesses that could benefit from AI automation and business solutions.

Identify business owners, founders, executives, and key decision-makers.

Build targeted prospect lists using LinkedIn, Apollo, and other prospecting tools.

Identify potential opportunities based on business needs and operational challenges.

2. Cold Calling & Outbound Sales

Conduct outbound calls to prospective business clients.

Start conversations that uncover operational challenges and business needs.

Communicate the potential value of AI solutions in clear, practical language.

Handle objections professionally and confidently.

Generate interest and move qualified prospects toward discovery calls.

3. Email & LinkedIn Outreach

Create personalized outbound email and LinkedIn outreach campaigns.

Develop compelling messaging that generates responses.

Execute consistent follow-up sequences.

Test and improve outreach messaging based on performance.

4. Lead Qualification

Identify businesses with a genuine need for AI solutions.

Understand prospect pain points, priorities, and purchasing timelines.

Determine decision-making authority and potential fit.

Qualify opportunities before scheduling sales appointments.

5. Appointment Setting

Schedule qualified discovery calls with our sales team.

Coordinate calendars and confirm appointments.

Provide prospect background and discovery notes before meetings.

Follow up with prospects to reduce no-shows.

6. CRM & Pipeline Management

Maintain accurate lead records and outreach activities.

Track prospect conversations and follow-up opportunities.

Manage pipeline stages and update lead statuses.

Provide weekly performance reports.

WHO WE'RE LOOKING FOR

We're looking for someone who:

Has proven B2B sales development or appointment-setting experience.

Is confident speaking with business owners and executives.

Understands consultative selling and how to uncover business challenges.

Has excellent written and spoken English.

Is comfortable with cold calling, email outreach, and LinkedIn prospecting.

Can work independently without constant supervision.

Is organized, proactive, and results-oriented.

Understands that qualified appointments matter more than simply booking meetings.

Bonus Points:

Experience selling AI, SaaS, automation, or technology solutions.

Familiarity with Apollo.io, LinkedIn Sales Navigator, HubSpot, or Salesforce.

Experience selling to small and medium-sized businesses.

Experience working with US-based clients.

Familiarity with AI automation tools and business workflows.

HOW WE MEASURE SUCCESS

We care about outcomes, not just activity.

You'll be evaluated on:

Qualified leads generated.

Meaningful conversations with decision-makers.

Positive responses to outbound outreach.

Qualified discovery appointments booked.

Appointment attendance rates.

CRM accuracy and consistent follow-up.

WHAT MAKES THIS OPPORTUNITY DIFFERENT?

AI is changing how businesses operate, and you'll have an opportunity to help introduce practical solutions to organizations looking to work smarter.

You'll be part of a growing business where your contributions directly influence pipeline development and customer acquisition.

We're looking for someone interested in growing with us, not simply completing another freelance assignment.

HOW TO APPLY

Please answer the following questions:

How many years of B2B sales development experience do you have?

Have you previously sold or generated leads for AI, SaaS, or technology solutions?

How many qualified appointments have you booked monthly in previous roles?

What prospecting tools and CRM platforms do you use?

Walk us through your process for identifying prospects and booking meetings.

Are you comfortable cold calling US-based business owners?

What is your hourly rate and weekly availability?

Start your proposal with "AI Growth" so we know you've read the full description.

We're looking for someone who takes ownership, communicates proactively, and knows how to turn outreach into real business opportunities.

If that's you, let's talk!

KEO Marketing is a B2B agency looking for a certified marketing technology specialist, primarily to support a client, with occasional work on other client accounts.

You’ll:

Build and launch demand gen and ABM campaigns in HubSpot and Salesforce Marketing Cloud
Manage data segmentation and list hygiene
Troubleshoot technical issues (integrations, syncs, automation, reporting)

You have:

Current HubSpot and Salesforce Marketing Cloud certifications (list them)
Hands-on B2B demand gen and ABM experience
Strong segmentation and data skills

Engagement: 20 hrs/week. One-month trial, then month to month.

To apply, please include:

Your HubSpot and SFMC certifications (with links or IDs)
Detailed examples from 2 to 3 B2B clients, including what you built and the results
A brief description of an ABM campaign you ran and how you segmented

The goal
Today we operate inside agency-controlled Google and Meta accounts. We want to be completely standalone: our own accounts, owned and administered by us, with the agency given access into our accounts rather than us working inside theirs.

Where we are today:
Google Ads is run inside our media agency’s manager account.
Our own Google Marketing Platform (GMP) has been stood up with the agency, but nothing has been migrated into it yet, and it is not configured or connected.
Meta ad account and business portfolio are owned by the agency. We own the pixel.
GA4, Search Console and Salesforce are ours. In Salesforce, enquiries are held as Opportunity records.
Known tracking gaps: a key Meta enquiry pixel is not firing, GA4 conversions are inflated by first_visit, some publisher-direct spend is untracked, and we do not collect gbraid or wbraid, so some Google clicks cannot be matched to outcomes.

What we need:
The systems in scope are Google Marketing Platform (Display & Video 360, Campaign Manager 360 and Search Ads 360), plus Google Analytics, Google Ads, and Meta (Business Manager and Meta Ads).
1. Set up and configure our GMP to best practice
Our GMP already exists. We are looking for someone to complete the setup and configuration to best practice, and linking it all together (see step 2). It is not ongoing management of the platform. Tell us plainly where our current setup differs from best practice and what you changed.
2. Link everything
Linking is part of this brief. Connect Google Ads, GA4, Search Console, Tag Manager and the rest of our GMP, plus the Meta pixel and the Meta Conversions API, all under our ownership, with least-privilege access. Fix the known tracking gaps on the way.
3. Move our advertising across
Migrate Google Ads, and the measurement around it, from the agency’s setup into our own GMP. Set up our own Meta Business portfolio and move Meta across too. Move active campaigns and keep as much history as each platform allows. Export and archive what cannot move. Tell us plainly what cannot be moved, and the workaround.
4. Feed back offline conversions, so media is optimised on what happens
Capture click IDs on web enquiries and store them on the Salesforce Opportunity: gclid, fbclid, and, new for us, gbraid and wbraid, the privacy-safe IDs Google uses where gclid is not available (such as iOS traffic).
Send milestones back to Google Ads and Meta automatically: opportunity created, appointment booked, qualified and sold. Use hashed identifiers only, with consent respected under the NZ Privacy Act 2020.
Recommend the best route (native connectors, server-side tagging or middleware) and tell us why. You will specify and coordinate this with our Salesforce partners, who do the Salesforce build (no Salesforce development needed from you).
Establish and record offline conversions (From Salesforce).
Then go further, so both the platforms and our team can optimise on real outcomes:
Optimise bidding on outcomes. Later milestones carry higher conversion values, so bidding favours qualified opportunities and sales, not just form fills.
Backfill history. Load past Opportunities with their click IDs so learning starts on day one, crediting each outcome to its original click date.
Build audiences from outcomes. Customer and suppression lists, plus lookalike or similar audiences from sold records, to find more of the right people and stop paying to reach existing customers.
Keep it trustworthy. Deduplicate against web events, track match rates and upload errors, and alert us if the feed breaks.

5. Hand over cleanly
Cutover plan with minimal disruption to live campaigns, documentation, a short training session for our team, and a clean switch of the agency from owner to guest: once everything is confirmed working, they keep access into our accounts at the permission level we choose, and we hold ownership and admin.

The plan at a glance:
Migration path: Audit → Configure our GMP to best practice → Link everything → Migrate (campaigns moved, history kept where possible, exported where not) → Go live (offline conversions flowing from Salesforce) → Hand over (docs, training, agency becomes a guest in ours)
Feedback loop: Ad click → Web enquiry (capture click IDs and consent) → Salesforce (click IDs stored on the Opportunity) → Milestone (created, appointment, qualified, sold, each with a value) → Send back (Google offline import, Meta Conversions API, audiences) → Optimise media (bidding, budget and audiences follow real outcomes)

Skills we are looking for:
Must have: Google Marketing Platform setup and configuration to best practice, including linking the products together (GA4, Tag Manager, Google Ads, Search Console)
Must have: Meta Business Manager and Conversions API
Must have: Comfortable working with our Salesforce partners, who do the Salesforce build
Google Ads offline conversion import, enhanced conversions and value-based bidding
NZ privacy awareness. Multi-location business experience is a bonus.

What good looks like:
Our GMP is configured to best practice and every product is linked, with us as owner and admin
All active campaigns run in our own GMP and Meta portfolio, with the agency working in as an invited guest
Bidding, budget and audiences are optimised on qualified opportunities and sales, not just enquiries
Salesforce Opportunities carry click IDs (including gbraid and wbraid), and milestones reach Google and Meta on a regular schedule
Our team can maintain it, with a short runbook of what moved, what was archived and what was lost

Out of scope:
Salesforce development (our Salesforce partners do that), day-to-day campaign management, creative production and media buying. This project builds the feedback loop, so whoever runs the media can optimise on real outcomes.