2–4 years of hands-on experience implementing Salesforce Experience Cloud, Sales Cloud, and Service Cloud
Proven experience as a Business Analyst or Functional Consultant on end-to-end Salesforce projects, including requirements gathering, solutioning, documentation, testing, and go-live support
Demonstrated ability to lead client-facing workshops for discovery
Strong interpersonal and communication skills, with the ability to translate complex business needs into requirements and vice versa
Skilled in documenting user stories, acceptance criteria, and business process flows using tools like Lucidchart
Solid understanding of Salesforce best practices, standard functionality, and declarative configuration capabilities
Experience working with cross-functional teams, including technical architects, developers, QA, and project managers
Ability to work independently in a fast-paced consulting environment, managing multiple priorities with attention to detail
Comfort working in hybrid agile delivery environments, participating in sprint planning, demos, and retrospectives
Exceptional written and verbal communication skills, with the ability to build trust, clearly articulate ideas, and adjust messaging for both technical and non-technical audiences
Demonstrated confidence and professionalism in client-facing settings, including workshops, demos, and executive briefings
Strong time management and organizational skills, with a proven ability to manage multiple deliverables across concurrent projects
Responsibilities:
Facilitating client-facing workshops to uncover business needs, pain points, and opportunities for improvement
Collaborating with cross-functional teams (Architects, Developers, QA) to design and validate Salesforce solutions that meet client goals
Documenting user stories, acceptance criteria, and process flows that clearly communicate business requirements
Leading demos and walkthroughs of Salesforce features and prototypes, helping clients visualize how the platform will support their processes
Managing your time across multiple projects, ensuring each client receives timely updates and deliverables
Driving conversations toward clarity and outcomes, especially in areas where business needs are evolving or ambiguous
Serving as a trusted advisor to clients, helping them adopt Salesforce best practices and make informed decisions
Staying organized and proactive, keeping documentation up to date, surfacing risks early, and ensuring alignment from discovery to delivery