6-10 years of experience as a CRM/Salesforce Functional Analyst or Business Systems Analyst.

Strong understanding of Sales Cloud, Service Cloud, and Experience Cloud capabilities.

Hands-on knowledge of Salesforce platform; Flows, approval processes, page layouts, and Lightning App configuration.

Experience supporting org merges, data migrations, or large CRM transformations.

Salesforce Administrator or Sales Cloud Consultant certification preferred.

Familiarity with Lead-to-Cash processes, integrations, and data governance best practices.

Robust analytical, documentation, and communication skills.

Preferred Qualifications:
- BS degree in Computer Science or Engineering or equivalent experience

Role Overview

The CRM Functional Analyst serves as the bridge between business teams and Salesforce solution delivery for the Salesforce CRM Consolidation via Org Merge. This role focuses on process definition, requirements translation, and validation to ensure the merged org supports scalable, standardized operations across Campaign, Leads, Accounts, Contacts, Opportunity, Contract,



Renewal, Billing, and Usage processes.

Key Responsibilities

Business Analysis Requirements

Lead discovery sessions with business teams (Sales, CSM, Operations) to document process pain points and desired future-state capabilities.

Translate business requirements into functional specifications, user stories, and acceptance criteria.

Map current-state of retiring org processes and identify gaps with the retaining org model.

Align process flows to Lead-to-Cash lifecycle and global standard objects.

Functional Design Validation

Define Salesforce data models, page layouts, automations, and integrations supporting B2B and B2C business models.

Ensure configuration design adheres to governance standards and reuse principles.

Collaborate with architects and developers to validate that technical builds meet functional intent.

Create and execute UAT scripts; track defects to resolution.

📌 Salesforce CRM functional Analyst (Bengaluru)
🏢 Infovision labs
📍 Bengaluru