Salesforce Functional Consultant

Key Responsibilities – • Gather, analyze, and document business requirements, user stories, functional specifications, process flows, and acceptance criteria. • Lead workshops with Sales, Marketing, Customer Service, Operations, and Finance stakeholders to identify process improvements and solution opportunities. • Support and enhance Salesforce Sales Cloud including Leads, Accounts, Contacts, Opportunities, Activities, Forecasting, Contracts, and Pipeline Management. • Support and enhance Salesforce Experience Cloud customer and partner portals, including customer self-service and external user experiences. • Analyze and optimize quote-to-cash, proposal management, approval workflows, contract management, and document generation processes. • Define requirements and support integrations between Salesforce, HubSpot, NetSuite ERP, DocuSign, Conga, xFilesPro, SharePoint, AWS, and other enterprise applications. • Create business process diagrams, workflow maps, data flow diagrams, wireframes, solution designs, and integration specifications using Visio, Lucidchart, or similar tools. • Collaborate with developers on custom solutions, including Lightning Web Components (LWC), and validate technical solutions against business requirements. • Perform data analysis and develop Salesforce reports, dashboards, KPIs, and executive-level analytics to support decision-making. • Support SIT, UAT, release validation, defect triage, production support, and vendor case management. • Coordinate support activities with Salesforce, Conga, DocuSign, and other vendors when required. • Maintain SOPs, knowledge articles, training materials, and functional documentation.