We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow.

Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what's important to them.

What does Access offer you?

We offer a blended approach to office working, encouraging you to collaborate and connect in one of our thriving offices. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career.

We are seeking a CRM Techno-Functional Lead to own the technical architecture, configuration, and end-to-end delivery of our Lead-to-Cash and Customer Success workstream. You will act as the primary business analyst, solution architect, and quality assurance anchor across our core ecosystem: HubSpot, Salesforce Core, CPQ, Certinia and NetSuite, using Workato as the central automation engine.

Responsibilities
Requirements Gathering & Discovery
- Stakeholder Engagement:



Lead cross-functional discovery workshops with Marketing, Sales, Customer Success, and Finance teams to elicit complex business processes.
- Process Mapping: Deconstruct vague operational requests into highly structured user stories, process flows, and explicit business requirements documentation (BRD).
- Traceability: Maintain a strict requirements traceability matrix to ensure every downstream code line or configuration maps back to an approved business objective.
- Capability Matching: Conduct rigorous Fit-Gap analyses to determine whether business requirements should be met via out-of-the-box (OOTB) capabilities or custom development.
- Impact Analysis: Evaluate how structural modifications in upstream systems (like HubSpot or Salesforce CPQ) will functionally impact downstream financial ledgers in NetSuite.
- Data Schema Design: Analyze existing data models to design clean custom objects, fields, an

📌 CRM Solutions Consultant (India)
🏢 The Access Group
📍 India