Salesforce CRM Functional Analyst
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Description
Position:
Salesforce CRM Functional AnalystJob 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.