Salesforce Functional Consultant (SN0760)
Job Description
We are seeking an experienced Salesforce Functional Consultant to lead and support end-to-end CRM transformation initiatives.
- This role involves collaborating closely with stakeholders, business units, and technical teams to design, deliver, and optimize Salesforce solutions across B2B processes, including sales, onboarding, offboarding, and compliance.
Key Responsibilities
- Define the scope and complexity of Salesforce-related projects, ensuring alignment with business goals.
- Lead project execution using Agile methodologies, including Scrum.
- Conduct requirements workshops, gather and document functional requirements, and secure stakeholder approval.
- Analyze and map current (AS-IS) and future (TO-BE) business processes.
- Translate requirements into detailed epics and user stories, including Salesforce configuration and design suggestions.
- Collaborate with QA teams to review test scenarios and results to validate functionality against requirements.
- Provide support during User Acceptance Testing (UAT), triaging bugs and assisting with resolution.
- Assist Salesforce engineers in root cause analysis of functional issues.
- Deliver functional documentation and Train-the-Trainer sessions for key users and business stakeholders.
- Support post-go-live and hyper-care phases, ensuring smooth transitions and user adoption.
Required Skills & Qualifications
- 5+ years of experience working with the Salesforce.com platform, with a strong focus on functional delivery.
- B2B CRM process optimization
- implementing KYC and compliance workflows.
- Salesforce Business Analyst and Sales Cloud certifications.
- process mapping and design
- Agile methodologies
- Excellent communication, stakeholder management, and organizational skills.
- Strong problem-solving mindset
Nice to Have
- Salesforce Administrator Certification.
- Prior consulting experience in the retail or e-commerce industry.
- tools like Jira and Google Workspace (Docs, Sheets, Slides).
- Salesforce CRM platform capabilities.
Hiring Team Member
