Salesforce Functional Lead

Job Summary

We are looking for an experienced Salesforce Functional Lead with 8–10 years of experience in Salesforce CRM implementations, business analysis, solution design, and stakeholder management. The ideal candidate will act as a bridge between business users and technical teams, gathering requirements, designing scalable Salesforce solutions, and ensuring successful project delivery across Sales, Service, and Experience Cloud implementations.

Key Responsibilities

Business Analysis & Requirement Gathering

• Collaborate with business stakeholders to understand business processes and requirements.
  
• Conduct workshops, discovery sessions, and gap analysis.
  
• Translate business requirements into functional specifications and user stories.
  
• Define future -state business processes and recommend Salesforce best practices.
  

Salesforce Solution Design

• Design functional solutions leveraging Salesforce capabilities.
  
• Configure and support Salesforce Sales Cloud, Service Cloud, and Experience Cloud.
  
• Define business rules, workflows, approval processes, and automation requirements.
  
• Work closely with architects and developers to ensure solution alignment with business needs.
  

Project Leadership

• Lead end -to -end Salesforce implementation and enhancement projects.
  
• Manage project deliverables, timelines, and stakeholder expectations.
  
• Coordinate with cross -functional teams including developers, QA, integration, and support teams.
  
• Drive Agile ceremonies including sprint planning, backlog grooming, and UAT support.
  

Stakeholder Management

• Serve as the primary functional point of contact for business users.
  
• Present solution designs and project updates to leadership teams.
  
• Facilitate UAT sessions and obtain business sign -offs.
  
• Provide training and knowledge transfer to end users.
  

Process Improvement & Governance

• Identify opportunities for CRM optimization and process improvements.
  
• Ensure adherence to Salesforce governance and best practices.
  
• Support release management and change management activities.
  
• Maintain project documentation and functional design documents.
  

Required Skills

• 8–10 years of IT experience with at least 5+ years in Salesforce functional consulting.
  
• Strong experience in Salesforce Sales Cloud and Service Cloud.
  
• Hands -on experience with:
  • Lead Management
    
  • Opportunity Management
    
  • Case Management
    
  • Account & Contact Management
    
  • Reports & Dashboards
    
  • Workflow Rules
    
  • Approval Processes
    
  • Flow Automation
    
• Expertise in requirement gathering and business process mapping.
  
• Experience writing BRD, FRD, user stories, and process documents.
  
• Strong understanding of Agile and Scrum methodologies.
  
• Excellent stakeholder management and communication skills.
  

Preferred Skills

• Experience with Salesforce Experience Cloud.
  
• Knowledge of CPQ, Marketing Cloud, or Field Service Lightning.
  
• Experience with integrations using REST/SOAP APIs.
  
• Familiarity with Data Migration and Data Quality initiatives.
  
• Exposure to Salesforce DevOps and Release Management processes.