Salesforce Functional Consultant
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Job Description
Salesforce Functional Consultant designing and configuring advanced Salesforce solutions for McKesson. Collaborating with teams to enhance operational efficiency and drive business value.
Responsibilities:
- Lead requirements gathering sessions with business stakeholders and Business Analysts to understand and document business processes and needs
- Translate documented requirements into actionable Salesforce solutions
- Design and configure Salesforce solutions using declarative tools (Flows, Process Builder, Validation Rules, Approval Processes, Reports, Dashboards, etc.)
- Own the end-to-end solution design and configuration process, leveraging Salesforce declarative tools and best practices
- Manage the process of implementing improvements and new functionality in the SFDC application suite, prioritizing declarative solutions
- Provide training and support to end users on Salesforce and related sales and marketing technology tools (e.g., Conga Apttus, Ironclad CLM, DocuSign)
- Communicate and collaborate with technical resources (Developers) and internal stakeholders regarding status, technical issues, and creative solutions to support business requirements
- Utilize Salesforce best practices related to release management and deploy changes from sandboxes to production
- Create and maintain documentation on business processes, requirements, and application configuration
- Identify system inefficiencies/gaps, troubleshoot operational issues, and explore opportunities for updates and enhancements
- Support the governance model by working closely with all system partners to ensure minimal impact to organizations within the Salesforce instance
- Stay current with Salesforce releases, features, and industry trends to proactively recommend improvements
- Assist with user acceptance testing (UAT) and change management activities
- Collaborate on cross-cloud projects (Sales, Service, CPQ, Experience Cloud, etc.) as needed
Requirements:
- 5+ years’ experience in designing, building, and implementing business solutions using information technology
- 5+ years’ experience in Salesforce administration or consulting
- 5+ years’ experience with Sales and Support operations
- 3+ years of experience working with the SFDC product suite
- Experience with advanced Salesforce configuration (Flows, Process Builder, Lightning App Builder, etc.)
- Intermediate understanding of Salesforce development (Apex, JavaScript) for communicating requirements to developers
- Experience with Salesforce CPQ and CLM applications (preferred)
- Salesforce Administrator certification required; additional Salesforce Consultant certifications preferred
- Strong analytical, problem-solving, and communication skills
- Experience with user training, documentation, and change management
- Ability to work independently and as part of a cross-functional team
Benefits:
- Competitive compensation package
- Annual bonus or long-term incentive opportunities
- Health insurance
- Flexible work arrangements
- Professional development opportunities
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