The Salesforce Functional Lead will gather business requirements, design and configure Salesforce applications, manage project timelines, conduct user training, and continuously improve Salesforce processes. This role requires bridging business needs with technical solutions.
About the Role:
We are seeking a seasoned Salesforce Functional Lead to join our team. This role is pivotal in bridging the gap between business needs and technical implementation. The ideal candidate will possess a deep understanding of Salesforce Sales, Service, and Experience Cloud, exceptional communication skills, and a proven track record of successful Salesforce implementations.
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, leveraging out-of-the-box functionalities.
- 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.
Qualifications:
- 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.
Desired Skills:
- Experience with Salesforce configuration tools and APIs.
- Knowledge of Salesforce AppExchange applications.
- Understanding of integration with other systems.
- CPQ experience beneficial.
This role offers a unique opportunity to contribute to our organisation's success by leveraging your Salesforce expertise to deliver innovative solutions.
Top Skills
Salesforce
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