Salesforce Functional Specialist

Role Purpose

Translate client business processes into Salesforce requirements, configurations, and user-friendly CRM solutions.

Key Responsibilities

• Gather and document business requirements.
• Map sales, service, and customer processes.
• Configure Salesforce objects, fields, flows, reports, dashboards, and approval processes.
• Write user stories and support solution design.
• Conduct workshops, demos, testing, and user training.
• Work with technical teams on customizations and integrations.

Requirements

Required Skills

• Salesforce configuration, CRM process knowledge, requirements gathering, and documentation.
• Strong communication with business and technical users.

Preferred

Salesforce Administrator, Sales Cloud Consultant, or Service Cloud Consultant certification.