About this role
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.
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