Senior Salesforce Functional Consultant

Requirements:

• Bachelors degree in Business Computer Science Information Systems or a related field.
• 5 years of professional experience working directly on the Salesforce platform in a functional or business analysis capacity.
• Demonstrated experience leading the functional workstream on at least 3 full-lifecycle Salesforce implementations.
• Deep hands-on expertise in at least two of the following Sales Cloud Service Cloud Marketing Cloud Revenue Cloud or Field Service.
• Strong declarative configuration skills particularly with Salesforce Flow including Screen Record-Triggered and Scheduled Flows.
• Solid understanding of the Salesforce data model security model sharing architecture and governor/platform limits.
• Experience working in Agile/Scrum delivery using tools such as Jira Azure DevOps or Copado.
• Excellent communication facilitation and stakeholder-management skills with confidence presenting to executive audiences.
• Salesforce Certified Administrator plus at least one of Sales Cloud Consultant or Service Cloud Consultant.
• Advanced Administrator Platform App Builder or Business Analyst certification.
• Consulting or systems-integrator background with multi-client exposure.
• Industry depth in Healthcare & Life Sciences.
• Working knowledge of integration patterns and middleware including MuleSoft Boomi REST and SOAP APIs.
• Familiarity with Salesforce DevOps sandbox strategy and release management.
• Exposure to Data Cloud Agentforce Revenue Cloud or other current Salesforce products.
• Understanding of relevant compliance requirements including GDPR HIPAA and SOX as they affect CRM design.
• Basic ability to read Apex or SOQL sufficiently to collaborate credibly with developers.
• Ability to connect Salesforce capabilities to measurable business outcomes and ROI.
• Ability to choose the simplest sustainable design and avoid unnecessary customization.
• Ability to independently handle scope discussions competing priorities and difficult stakeholders.
• Proven ability to drive workstreams to completion with minimal oversight.
• Ability to mentor and develop junior team members.
• Strong ability to explain technical trade-offs clearly to non-technical audiences.

Responsibilities:

• Lead requirements-gathering workshops stakeholder interviews and process-mapping sessions with business and IT teams.
• Analyze current-state (as-is) business processes and design optimized future-state (to-be) processes on Salesforce.
• Translate business requirements into user stories functional specifications process flows and acceptance criteria.
• Perform fit-gap analysis and recommend configuration-first solutions escalating to custom development only when justified.
• Produce solution design documents data models and integration requirement specifications.
• Configure and support Salesforce capabilities including objects fields record types page layouts Lightning App Builder Dynamic Forms validation rules Flows approval processes reports and dashboards.
• Design and implement role hierarchies profiles permission sets sharing rules and other security and access controls.
• Partner with developers architects and integration teams to define requirements for Apex LWC and API-based integrations.
• Manage data migration requirements including mapping cleansing rules deduplication strategies and validation.
• Support release planning sprint ceremonies backlog grooming and UAT coordination.
• Define test scenarios and scripts lead UAT with business users and manage defect triage through closure.
• Deliver end-user and administrator training and create job aids runbooks and process documentation.
• Drive change management and user adoption initiatives following go-live.
• Provide hypercare support and continuous-improvement recommendations after deployment.
• Act as the primary functional point of contact for client stakeholders including senior leadership.
• Mentor junior consultants and business analysts and review their deliverables for quality and consistency.
• Contribute to pre-sales activities including solution demos effort estimation statements of work and proposal content.
• Contribute to internal accelerators reusable assets and practice-level best practices.