Salesforce Functional Lead
September 25
Description
• About the Role: We are seeking a seasoned Salesforce Functional Lead to join our team. • Responsibilities: Business Requirements Gathering: Facilitate and lead functional workshops with business users to elicit, document, and refine business requirements. • Collaborate with stakeholders to understand their business processes and identify opportunities for Salesforce optimisation. • Create detailed functional specifications and user stories. • Salesforce Configuration: Design and configure Salesforce Sales, Service, and Experience Cloud applications to meet business requirements. • Customise Salesforce objects, fields, page layouts, workflows, and validation rules to align with business processes. • Implement data management strategies, including data import, export, and cleansing. • Solution Design: Analyse business requirements and translate them into effective Salesforce solutions. • Develop and document detailed design specifications, including process flows and data mapping. • Provide recommendations for Salesforce best practices and configuration standards. • Project Management: Collaborate with project managers and technical teams to ensure successful project delivery. • Manage project timelines, deliverables, and resources. • Provide status updates to stakeholders and project teams. • Line manage technical resources and work in a global matrix structure. • User Training and Adoption: Develop user training materials and conduct training sessions to enhance user adoption. • Provide ongoing support and troubleshooting for Salesforce users. • Process Improvement: Continuously identify opportunities to improve Salesforce processes and user experience. • Recommend and implement enhancements to optimise Salesforce utilisation.
Requirements
• Proven experience as a Salesforce Functional Lead with at least five years hands-on Salesforce implementation experience. • Deep understanding of Salesforce Sales, Service, and Experience Cloud functionalities and best practices. • Strong analytical and problem-solving skills. • Excellent communication and interpersonal skills to effectively interact with both technical and non-technical stakeholders. • Ability to lead and mentor team members. • Experience in Agile methodologies is preferred. • Salesforce certifications (e.g., Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant, and Experience Cloud Consultant) are a plus. • Experience with Salesforce configuration tools and APIs. • Knowledge of Salesforce AppExchange applications. • Understanding of integration with other systems. • CPQ experience beneficial.
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