Role Purpose
Translate client business processes into Salesforce requirements, configurations, and user-friendly CRM solutions.
Key Responsibilities
- Gather and document business requirements.
- Map sales, service, and customer processes.
- Configure Salesforce objects, fields, flows, reports, dashboards, and approval processes.
- Write user stories and support solution design.
- Conduct workshops, demos, testing, and user training.
- Work with technical teams on customizations and integrations.
Requirements
Required Skills
- Salesforce configuration, CRM process knowledge, requirements gathering, and documentation.
- Strong communication with business and technical users.
Preferred
Salesforce Administrator, Sales Cloud Consultant, or Service Cloud Consultant certification.
