
Salesforce Transformation Specialist
1 day ago
About us:
We are a cutting-edge Salesforce transformation company, dedicated to delivering top-notch Salesforce solutions and services. Our team specializes in creating custom solutions and enhancing internal CRM applications to ensure the highest level of efficiency and client satisfaction.
Job Overview:
We seek an experienced Salesforce Business Analyst with at least 6+ years of experience to play a pivotal role in shaping the Salesforce ecosystem—collaborating closely with cross-functional teams, stakeholders, and executing end-to-end functional delivery. If you're passionate about bridging business and tech, we want to hear from you.
Key Responsibilities:
- Proven experience in Salesforce functional consulting (Sales & Service Cloud) with 6–10 years of tenure.
- In-depth understanding of Lead-to-Cash, Quote-to-Cash, and related business processes.
- Strong configuration knowledge of Salesforce, including Workflows, Process Builder/Flows, and basic setup.
- Expertise in Opportunity, Quotes, Orders, Service Contracts, Entitlements, and Partner Portal management.
- Excellent documentation and diagramming skills, including functional flows, specs, etc.
- Demonstrated experience in crafting Jira user stories, conducting Impact and Root Cause Analyses.
- Skilled in facilitating UAT—planning, executing, and representing business needs.
- Able to communicate clearly and collaborate with both technical teams and business stakeholders.
- Lead and deliver across Sales Cloud and Service Cloud, with practical experience in Opportunity, Quote, Order, Service Contract, and Entitlement Management.
- Own and optimize the Lead-to-Cash business process for maximum impact.
- Enable Partner Portal, opportunity forecasting, and pipeline visibility.
- Configure the Salesforce platform using Workflows, Flows, and other declarative tools.
- Drive requirement gathering, document functional specs, flow diagrams, and business process maps.
- Write user stories (Jira), perform Impact Analysis and Root Cause Analysis, and translate business requirements into technical deliverables.
Nice to Have
- Understanding of integrations and middleware (ERP, finance, etc.).
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