Salesforce CRM Functional Analyst

Position:

Job Description:

Key Responsibilities

Business Analysis & Requirements

• Lead discovery sessions with business teams (Sales, CSM, Operations) to document process pain points and desired future-state capabilities.
• Translate business requirements into functional specifications, user stories, and acceptance criteria.
• Map current-state of retiring org processes and identify gaps with the retaining org model.
• Align process flows to Lead-to-Cash lifecycle and global standard objects.

Functional Design & Validation

• Define Salesforce data models, page layouts, automations, and integrations supporting B2B and B2C business models.
• Ensure configuration design adheres to governance standards and reuse principles.
• Collaborate with architects and developers to validate that technical builds meet functional intent.
• Create and execute UAT scripts; track defects to resolution.

Data & Integration Alignment

• Support data migration mapping and validation between Salesforce, ERP, and Data Warehouse.
• Define field-level ownership and transformation rules for core KPIs based on the business model.
• Collaborate on integration testing for existing and new integrations built.

Change Enablement & Adoption

• Prepare user training materials and process documentation for new Salesforce workflows.
• Participate in requirement sessions and end-user validation.
• Gather post-go-live feedback for continuous improvement and backlog grooming.

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