Salesforce Functional Consultant
Core
Lead discovery, requirements gathering, and business analysis for Salesforce org assessment and revamp engagements, documenting findings and target-state designs without making production changes.
Role type
Senior Salesforce Functional Consultant (Advisory/Assessment)
Builds
Assessment reports, requirements documents, process flows, and roadmap recommendations for client investment decisions.
Domain
Professional Services / Salesforce CRM / Sales Operations
Deliverable
dashboards & analysis
Required skills
Salesforce Sales Cloud functional expertise, requirements elicitation, business process documentation, data quality assessment, stakeholder management, Salesforce data model knowledge, declarative automation, security model understanding, report and SOQL analysis, change control compliance.
Preferred skills
Salesforce Certified Sales Cloud Consultant, Salesforce Certified Business Analyst, experience with heavily customized orgs and technical debt, financial services domain knowledge, executive presentation skills, familiarity with Salesforce CLI and code analysis tools, multi-region sales process experience.
Technologies
Salesforce, Flow, SOQL, Data Loader, Salesforce Optimizer, Security Health Check, Salesforce CLI, PMD, Salesforce Code Analyzer
Responsibilities
Lead discovery workshops with client stakeholders, consolidate feedback into structured requirements, document current and future business processes, create inventories of users, security, data, and automation, analyze field usage and data quality, classify configuration and data for retention or removal, recommend standard features over custom development, prepare client-ready assessment workbooks and roadmaps, support executive readouts.
Seniority
Senior, hands-on IC
