Salesforce Jobs 2026 (Now Hiring) – Smart Auto Apply
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Salesforce Functional Consultant
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Overview
Job Description
- Run discovery and requirements workshops with client stakeholders, including product owners, sales operations, administrators, and operations teams.
- Synthesise existing voice-of-the-customer material and workshop output into structured themes and requirements.
- Document current-state and future-state business processes, and produce a formal readback for client sign-off.
- Build inventories across the assessment dimensions: users and security, data and storage, automation and customization, reporting and analytics, integrations, platform health and limits, ecosystem and environments, and data quality.
- Analyse field utilisation to identify which fields are actively used and which can be hidden, consolidated, or retired.
- Profile data quality, including duplicate records, obsolete data, and overlapping business processes.
- Classify every item assessed: continue, rebuild, consolidate, or retire for configuration and automation; purge, archive, or keep for data and process.
- Contribute to the purge and archive plan that reduces org load and storage consumption.
- Recommend out-of-the-box Salesforce features and licensed modules in preference to custom development, and flag where custom work is genuinely required.
- Author assessment workbook entries, requirement documents, and process flows to a client-ready standard.
- Contribute to the roadmap, effort sizing, and prioritized backlog that supports the client investment decision.
- Support executive readouts and respond to client questions on findings within your assigned areas.
- Experience: Minimum 5+ years of Salesforce experience, with at least 3 years in a consulting or professional services environment.
- Sales Cloud: Strong hands-on functional knowledge of Sales Cloud, including record types, page layouts, Dynamic Forms, sales processes and stages, opportunity management, validation rules, and Flow.
- Org assessment: Demonstrable experience analysing an existing Salesforce org, covering objects, fields, automation, reports, and security, and producing findings and recommendations from that analysis.
- Business analysis: Proven ability to elicit requirements, facilitate workshops, and document current-state and future-state business processes.
- Field & data analysis: Hands-on experience assessing field utilisation and data quality using reports, SOQL, Data Loader, or equivalent tools.
- Documentation: Demonstrated ability to author client-ready requirement documents, process flows, and assessment findings.
- Stakeholder engagement: Strong verbal communication skills, with the ability to lead working sessions with business and technical stakeholders, including senior audiences.
- Salesforce platform: Working understanding of the Salesforce data model, declarative automation, security model (profiles, permission sets, roles, sharing), and reporting.
- Tooling: Familiarity with Salesforce Optimizer, Security Health Check, and standard org analysis outputs.
- Delivery discipline: Experience working to fixed client milestones and delivering within short, time-boxed engagements.
- Governance: Comfortable operating with read-only access in a client production environment, following strict change control.
- Certification: Salesforce Certified Administrator.
- Teamwork: Collaborative team player who works effectively alongside architects, technical leads, and onshore/offshore teams.
- Salesforce Certified Sales Cloud Consultant or Salesforce Certified Business Analyst.
- Experience assessing or remediating long-lived, heavily customised Salesforce orgs carrying significant technical debt.
- Financial services, banking, payments, or card network domain experience.
- Experience producing assessment or roadmap deliverables presented to executive audiences.
- Familiarity with Salesforce CLI, metadata retrieve, or code analysis output such as PMD or Salesforce Code Analyzer.
- Exposure to multi-region, partner, or channel sales processes.
- Bachelor's degree in Business, Information Systems, Computer Science, or a related field.
careers@tekfortune.com
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