About this role
Role Purpose
Translate client business needs into effective Salesforce solutions, from requirements through configuration and adoption.
Key Responsibilities
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Gather
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and document business requirements.
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Map
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sales, service, and customer processes.
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Configure
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Salesforce objects, fields, flows, reports, dashboards, and approval
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processes.
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Write
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user stories and support solution design.
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Conduct
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workshops, demos, testing, and user training.
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Work
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with technical teams on customizations and integrations.
Requirements
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Required Skills
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Salesforce configuration, Flow, reports, dashboards,
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roles, and permissions.
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Strong CRM process knowledge across sales and service.
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Requirements gathering, process mapping, user stories,
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and documentation.
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Testing, UAT, training, and strong client-facing
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communication.
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Preferred
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Salesforce Administrator.
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Sales Cloud or Service Cloud Consultant.
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Platform App Builder.