Scaled Customer Success Manager
Dropbox DocSend
CRM Functional Analyst
Concentrix
full-time
Posted on:
Location Type: Remote
Location: Remote • Iowa • 🇺🇸 United States
Visit company websiteSalary
💰 $92,250 - $144,964 per year
Job Level
Mid-LevelSenior
Tech Stack
CloudERP
About the role
- Lead discovery sessions with business teams (Sales, CSM, Operations) to document process pain points and desired future-state capabilities.
- Translate business requirements into functional specifications, user stories, and acceptance criteria.
- Map current-state of retiring org processes and identify gaps with the retaining org model.
- Align process flows to Lead-to-Cash lifecycle and global standard objects.
- Define Salesforce data models, page layouts, automations, and integrations supporting B2B and B2C business models.
- Ensure configuration design adheres to governance standards and reuse principles.
- Collaborate with architects and developers to validate that technical builds meet functional intent.
- Create and execute UAT scripts; track defects to resolution.
- Support data migration mapping and validation between Salesforce, ERP, and Data Warehouse.
- Define field-level ownership and transformation rules for core KPIs based on the business model.
- Prepare user training materials and process documentation for new Salesforce workflows.
- Participate in requirement sessions and end-user validation.
- Gather post-go-live feedback for continuous improvement and backlog grooming.
Requirements
- 6–10 years of experience as a CRM/Salesforce Functional Analyst or Business Systems Analyst
- Strong understanding of Sales Cloud, Service Cloud, and Experience Cloud capabilities
- Hands-on knowledge of Salesforce platform; Flows, approval processes, page layouts, and Lightning App configuration
- Experience supporting org merges, data migrations, or large CRM transformations
- Salesforce Administrator or Sales Cloud Consultant certification preferred
- Familiarity with Lead-to-Cash processes, CPQ, billing/usage integrations, and data governance best practices
- Strong analytical, documentation, and communication skills.
Benefits
- medical, dental, and vision insurance
- comprehensive employee assistance program
- 401(k) retirement plan
- paid time off
- holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesforceSales CloudService CloudExperience CloudFlowsapproval processespage layoutsLightning App configurationdata migrationCRM transformations
Soft skills
analytical skillsdocumentation skillscommunication skills
Certifications
Salesforce AdministratorSales Cloud Consultant
