Responsible for assisting on client projects to facilitate discovery, conduct requirements gathering and refinement, define process gaps, define configuration specifications, perform quality assurance, and manage project documentation.
Own the Salesforce system and work closely with business users, internal stakeholders and development teams to meet the needs of business, drive process and system changes.

Requirements

3-7 years of experience as a client-facing Salesforce Functional Lead with at-least 3+ Salesforce projects and at-least one in Sales and one in Service Cloud
Develop/refine as-is and to-be business processes and ‘use-cases’ using SAFe principles, customer journey maps, and design principles.
Extensive knowledge of the Salesforce Core data model
Ability to analyze and document complex business processes using process modelling tools such as Mural, Microsoft Visio and/or LucidChart.
Demonstrated knowledge of the business analysis skills, including process and data-driven analysis experience using common industry frameworks.
Proven experience driving consensus across multiple stakeholders from different business functions.
Extensive knowledge of Salesforce configuration, customization, and extension.
Should be a subject-matter expert (SME) across platform features, including contact/Opportunity/Lead management, Pipeline and Forecast management, File sync & share, quotes, and Case management
Understand how Salesforce integrates with our other CRM solutions and customer/business intelligence databases
Effective at managing a team and prioritizing multiple tasks simultaneously

Benefits

Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade
Company paid holidays
Personal Days
Sick Leave
Medical, dental, and vision coverage (or provincial healthcare coordination in Canada)
Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)
Life and disability insurance
Employee assistance programs
Other benefits as provided by local policy and eligibility

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceSalesforce Core data modelSalesforce configurationSalesforce customizationSalesforce extensionprocess modellingbusiness analysisdata-driven analysisSAFe principlescustomer journey maps

Soft Skills

client-facingdriving consensusteam managementprioritizationcommunication