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

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

Solution Design & Functional Ownership

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

Implementation Coordination

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

Stakeholder & Project Management

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

Change Management & Training

• Prepare training materials and deliver end-user training sessions.
• Support change management activities and ensure user adoption.
• 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.