SFDC - Functional lead

Role & responsibilities

Key Responsibilities

• Lead end-to-end Salesforce functional consulting engagements.

• Gather, analyze, and document business requirements from stakeholders.

• Conduct workshops, requirement discovery sessions, and solution discussions.

• Design scalable Salesforce solutions aligned with business objectives.

• Collaborate closely with architects, developers, administrators, and project managers.

• Prepare functional specifications, user stories, process flows, and gap analysis documents.

• Drive configuration activities including:

• Custom Objects

• Validation Rules

• Flows

• Approval Processes

• Reports & Dashboards

• Security Model

• Support Salesforce Sales Cloud, Service Cloud, Experience Cloud, and related products.

• Lead UAT planning, execution, defect management, and business sign-off.

• Provide functional leadership to offshore/onshore teams.

• Ensure adherence to Salesforce best practices and governance standards.

• Support deployment, change management, user training, and adoption initiatives.

Required Skills

• Strong experience in Salesforce Functional Consulting.

• Hands-on expertise in:

• Salesforce Sales Cloud

• Salesforce Service Cloud

• Experience Cloud (Community Cloud)

• Lightning Experience

• Flow Automation

• Expertise in requirement gathering and business process mapping.

• Experience creating BRDs, FRDs, User Stories, and Process Documentation.

• Strong stakeholder management and client-facing communication skills.

• Understanding of Salesforce security and sharing model.

• Experience in Agile/Scrum delivery methodologies.

Preferred Skills

• Exposure to CPQ, Marketing Cloud, FSC, or Field Service Lightning.
• Knowledge of integration concepts and APIs.
• Experience working with global clients and distributed teams.
• Domain experience in BFSI, Retail, Manufacturing, Healthcare, or Telecom.

Preferred candidate profile