Salesforce Admin for Custom Salesforce Org for Financial Services Company
Hourly: $50.00 - $200.00
We’re seeking a Salesforce consultant with proven expertise in CRM architecture and configuration for the insurance industry. This is a highly customized Salesforce Org, and we need someone skilled in mapping complex sales processes using custom objects, field relationships, and tailored automation. As an insurance brokerage, we’re continuing to enhance our Salesforce environment and need support with feature development, third-party app integrations, dialer setup, and more. A deep understanding of insurance-specific workflows—such as policy lifecycle management, quoting, and pipeline tracking—is essential. We value speed, clarity, and proactive problem-solving. You should be able to execute efficiently and communicate clearly with our internal team. Experience with MCAE + Veruna setup and integration, as well as previous work on insurance-focused Salesforce projects, is required.
Keyword: App Marketing
Price: $50.0
Salesforce App Development Salesforce Marketing Cloud Business Applications Consultation Pardot Automated Workflow Salesforce CRM Salesforce Lightning Salesforce Sales Cloud Visualforce Customer Relationship Management
Trucking Insurance Appointment Setter
60 outbound calls. $20 total. Make calls to truckers to generate trucker insurance quotes through our phone system which is recorded. Talk about the company then ask if we can provide a trucking insurance quote from an insurance brokerage. We have direct appointments to...
View JobBuild SaaS App
This would be a second SaaS app for my business. I want to build an app to help county and state election offices plan and manage equipment delivery for election days. I want to build it in phases - 1) build a navigable front end without data to be able to demo to poten...
View Job