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You will work closely with stakeholders to gather requirements, design and configure Salesforce applications, and ensure successful delivery of projects. This role requires a deep understanding of Salesforce's capabilities, strong problem-solving skills, and the ability to translate business requirements into effective Salesforce solutions.
Role Description
Requirement Gathering and Analysis
Work with clients and stakeholders to gather and document detailed business requirements and processes.
Conduct workshops, interviews, and meetings to understand client needs and identify areas for Salesforce implementation or enhancement.
Analyze business requirements to identify Salesforce capabilities that can be leveraged for maximum impact.
Solution Design and Configuration
Design scalable and efficient Salesforce solutions that align with business objectives and best practices.
Configure Salesforce features, including objects, fields, workflows, validation rules, and process automation.
Customize Salesforce applications using declarative tools, such as Process Builder, Flow, and Lightning App Builder.
Project Implementation
Lead or support the implementation of Salesforce projects, including Sales Cloud, Service Cloud, Marketing Cloud, or other Salesforce products.
Work closely with development teams to ensure that customizations, integrations, and enhancements are implemented according to design specifications.
Perform testing and validation of Salesforce solutions to ensure they meet business requirements and function correctly.
Data Management and Migration
Assist with data migration activities, including data mapping, cleansing, and loading into Salesforce.
Implement data management best practices to ensure data quality, integrity, and security within Salesforce.
Create and maintain reports, dashboards, and data analytics to support business decision-making.
User Training and Support
Develop training materials and conduct training sessions for end-users to ensure effective adoption of Salesforce solutions.
Provide ongoing support and guidance to users, addressing questions, issues, and enhancement requests.
Monitor Salesforce usage and identify opportunities for user training and system improvements.
Stakeholder Communication and Collaboration
Serve as a liaison between technical teams and business stakeholders to ensure clear communication and alignment on project goals.
Participate in project status meetings, providing updates on progress, risks, and key decisions.
Manage client expectations and ensure a high level of client satisfaction throughout the project lifecycle.
Continuous Improvement and Best Practices
Stay up-to-date with Salesforce releases, features, and best practices to provide expert guidance to clients.
Identify opportunities to optimize Salesforce processes, enhance system performance, and drive continuous improvement.
Document solutions, processes, and best practices to contribute to the organization's knowledge base.
What you'll do
Bachelor's degree in Business, Information Systems, Computer Science, or a related field, or equivalent experience.
Proficiency in English (Spoken, Written, Comprehension) to at least C1 Cambridge English proficiency level.
3+ years of experience as a Salesforce Functional Consultant or similar role, with hands-on experience in Salesforce configuration and customization.
Strong knowledge of Salesforce platform capabilities, including Sales Cloud, Service Cloud, Marketing Cloud, and related products.
Experience with Salesforce declarative tools, such as Process Builder, Flow, Lightning App Builder, and Workflow Rules.
Familiarity with data management tools, such as Data Loader, and experience with data migration activities.
Strong analytical and problem-solving skills, with the ability to translate business requirements into effective Salesforce solutions.
Excellent communication and interpersonal skills, with the ability to work effectively with clients, stakeholders, and cross-functional teams.
Preferred Qualifications:
Salesforce certifications - Salesforce Certified Consultant.
Experience with Salesforce integrations using APIs, middleware, and third-party tools.
Knowledge of Agile methodologies and experience working in Agile project environments.
Experience in industries such as finance, healthcare, retail, or other sectors where Salesforce is commonly used.
Qualifications
Our clients in North America.
Who you'll work with
Proactiviti offers competitive compensation, training, and hardware and software.
Salary & Benefits
Salesforce Functional Consultant
LATAM
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Remote