Note: The job is a remote job and is open to candidates in USA. Dexian is a talent and technology solutions company. The Salesforce Functional Consultant will lead discovery, business analysis, and Salesforce org assessments, analyzing environments, gathering requirements, identifying optimization opportunities, and developing recommendations with Solution and Technical Architects. The role also supports documentation, roadmap development, data and configuration analysis, and executive or client presentations.
Responsibilities
- Lead discovery and requirements workshops with business and technical stakeholders
- Analyze Salesforce org configuration, security, data, automation, reporting, integrations, and platform health
- Document current-state/future-state processes, requirements, findings, and recommendations
- Assess field utilization, data quality, duplicates, obsolete data, and technical debt
- Recommend Salesforce OOTB features vs. custom development
- Classify configuration/data for retain, rebuild, consolidate, retire, purge, or archive
- Develop assessment workbooks, process flows, roadmaps, backlogs, and effort estimates
- Support executive presentations and client readouts
Skills
- 5+ years Salesforce experience; 3+ years in consulting/professional services
- Strong Sales Cloud functional expertise
- Experience with Salesforce org assessments and heavily customized environments
- Strong business analysis, requirements gathering, and workshop facilitation skills
- Knowledge of Salesforce data model, Flow, security, reporting, and declarative automation
- Experience with field/data analysis using SOQL, Data Loader, Reports , or similar tools
- Familiarity with Salesforce Optimizer and Security Health Check
- Strong documentation and stakeholder communication skills
- Salesforce Certified Administrator required
- Sales Cloud Consultant or Business Analyst certification
- Experience with Salesforce technical debt remediation and roadmap development
- Financial services/banking/payments experience
- Salesforce CLI, Metadata API, PMD/Salesforce Code Analyzer exposure
- Bachelor's degree in a related field
Company Overview
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