Role: Salesforce CRM Functional Analyst
Preferred Location: Ahmedabad, Pune, Indore
Years of Experience: 06 – 10 years
Notice Period – 0-30 Days (Preferred)
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 B2C 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.
Data & Integration Alignment
• Support data migration mapping and validation between Salesforce, ERP, and Data Warehouse.
• Define field-level ownership and transformation rules for core KPIs based on the business model.
• Collaborate on integration testing for existing and new integrations built.
• Change Enablement & Adoption
• Prepare user training materials and process documentation for current Salesforce workflows.
• Participate in requirement sessions and end-user validation.
• Gather post-go-live feedback for continuous improvemen