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.