Salesforce Functional Consultant

Role- Salesforce Functional Consultant

Experience- 8+Yrs

Role Overview-

We are seeking a Salesforce CRM & Vision Services Solution Lead with experience delivering end-to-end Salesforce CRM implementations and leveraging Vision Services (image recognition / computer vision) to enhance sales, marketing, and field execution use cases. This role bridges CRM, AI-driven insights, and frontline execution to improve visibility, compliance, and decision-making. The role demands strong stakeholder management, deep understanding of Salesforce capabilities, and the ability to work closely with technical teams to deliver high-quality implementations.

Responsibilities-

Business Analysis & Requirement Gathering

1. Conduct workshops with business stakeholders to understand current processes, pain points, and desired outcomes.
2. Collaborate with Sales, Distribution, and IT teams to align CRM and vision services capabilities with business priorities.
3. Translate business requirements into CRM and AI-enabled solutions that improve on-ground execution and data accuracy.
4. Identify Vision Services related use cases
5. Create end-to-end process maps, data models, and gap analysis.

Solution Design & Functional Ownership

1. Design scalable and best-practice Salesforce solutions aligned to business objectives.
2. Lead end-to-end implementation of Salesforce CRM solutions across sales, service, and distributor-facing processes.
3. Define integration architecture leveraging APIs, middleware, and event-based patterns to ensure reliability, scalability, and performance.
4. Configure Salesforce features including Leads, Accounts, Contacts, Opportunities, Quotes, Approvals, Reports & Dashboards, Flows.
5. Define data migration and data quality requirements.

Implementation Coordination

1. Work closely with Salesforce developers, integration teams, and other teams to drive timely and high-quality delivery.
2. Identify risks, dependencies, and integration bottlenecks, and proactively recommend mitigation strategies.
3. Support UAT, cutover planning, go-live readiness, and hyper care for CRM implementations.

Stakeholder & Project Management

1. Act as the primary liaison between business teams and technical teams.
2. Manage client expectations, drive decisions, and ensure solutions sign-offs.
3. Support project planning, risk identification, and dependency management.

Change Management & Training

1. Prepare training materials and deliver end-user training sessions.
2. Support change management activities and ensure user adoption.
3. Provide post go-live hyper care and continuous improvement recommendations.

Requirements-

Functional Expertise

• 3-5 years of hands-on experience as a Salesforce Functional consultant/Business Analyst.
• Proven experience implementing Salesforce CRM in an enterprise or FMCG environment.
• Strong understanding of CRM data models, workflows, and automation.
• Experience in writing user stories, process flows, BRDs/FRDs, and mapping business processes.

Technical Appreciation

• Hands-on Salesforce configuration skills (Flows, Permissions, Objects, Validation Rules).
• Hands-on experience working with Vision Services (computer vision, image recognition, or AI-based visual analysis) is good to have
• Understanding of APIs, integration patterns, and data migration approaches.
• Ability to collaborate with technical teams (developers, architects).

Tools-

• JIRA / Azure DevOps for user story management.
• Miro / Visio / Lucid chart for process modelling.
• Excel / Power point for documentation and reporting.