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CRM Functional Analyst

3 months ago

Dallas, United States InfoVision Inc. Full time

Title: Salesforce Functional Analyst(CRM)

Preferable from Denver CO, Chicago IL, Dallas TX


Job Profile Summary:

The Salesforce Functional Analyst / Solution Provider will be responsible for leveraging an exceptional understanding of the Salesforce CRM ecosystem to conceive and design solutions to evolving quoting, sales and marketing automation opportunities. This role will work directly with both technical and business personnel charged with innovation in one of the most impactful elements of the business. Organizations including sales, marketing, sales support will rely on this leader to evaluate current and proposed business operations procedures in the context of automation possible within the Salesforce ecosystem and potentially through the application of third party appendages to Salesforce. Once concepts are established, this Solution Provider will work with a cross-functional team including IT staff and business technology representatives to formally design the solution, work through development and manage launch related activity from the context of ultimate user success. You will be asked to perform many functions while helping our sales, partners, and support users achieve their objectives. This role will require leading the engagements with sales, marketing, sales support, and many more organizations to collect requirements and present strategies for the implementation of new programs/initiatives, as well as the presentation of solutions. These will include but not limited to, conducting, and driving requirements interviews, design, documentation of business/technical requirements as user stories, working with the agile process for implementation, solution options and presentation, testing, UAT planning and script development, UAT execution, production shakeout, train the trainers, and pre and post go-live planning and support.

Be the technical advisor to business leadership given their background and mastery of the capabilities of the various platforms available.

Lead, build and maintain world-class Salesforce.com solutions using best practices in the areas of system decommissions (moving legacy systems to Salesforce.com), lightning apps and components, custom apps, changes to core apps, AppExchange Apps, approvals, workflows, product configurators, custom Price Books, commission tools, dashboards, attainment, contest pages, custom apps, etc., for many organizations who are the users of Saleforce.com.

Recommend improvements to existing systems and processes.

Lead implementation of new processes and solutions including POCs.

Lead meetings with stakeholders to review the challenges and opportunities for CRM automation needs - sales, marketing, and many other users of the system.

Lead the creation of ideas/designs and document these as user stories / requirements.

Own planning and creation of UAT test plans.

Own execution of the test plans.

Be part of the creation and execution of pre and post project implementation plans.

Provide support for the platform when required.


You need to have:

Four or more years of relevant work experience in Salesforce.

Four or more years of demonstrated expertise in providing complex business solutions via Salesforce.com.

Four or more years of demonstrated leadership in managing the solution implementation in Salesforce.com – various methodologies.

Extensive functional knowledge of the Salesforce.com sales/service clouds, and partner community.

Demonstrated knowledge in building/documentation of requirements, solution design, UAT prep and execution, and pre and post-go-live support.

Demonstrate experience in working with Salesforce.com integrations, data migration, building of custom apps (lightning or otherwise), UX for page layouts and record types, custom objects, sharing rules, workflow and validation rules, email templates, formulas, dashboards & reporting, and Sandbox-to-Production processes


Lokesh Kumar

Lokesh.Kumar@infovision.com