Salesforce CRM Functional Analyst

• 6–10 years of experience as a CRM/Salesforce Functional Analyst or Business Systems Analyst.
• Strong understanding of Sales Cloud, Service Cloud, and Experience Cloud capabilities.
• Hands-on knowledge of Salesforce platform; Flows, approval processes, page layouts, and Lightning App configuration.
• Experience supporting org merges, data migrations, or large CRM transformations.
• Salesforce Administrator or Sales Cloud Consultant certification preferred.
• Familiarity with Lead-to-Cash processes, integrations, and data governance best practices.
• Strong analytical, documentation, and communication skills.

• BS degree in Computer Science or Engineering or equivalent experience

Role Overview

The CRM Functional Analyst serves as the bridge between business teams and Salesforce solution delivery for the Salesforce CRM Consolidation via Org Merge. This role focuses on process definition, requirements translation, and validation to ensure the merged org supports scalable, standardized operations across Campaign, Leads, Accounts, Contacts, Opportunity, Contract, Renewal, Billing, and Usage processes.

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.

• 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.

• 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.

• 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.