Key Responsibilities
• Translate business requirements into functional solution designs, applying Salesforce and industry best practices
• Provide expert guidance on Sales operations/CRM features, capabilities, and how business processes connect across systems
• Design solutions that align with business needs and translate them into functional requirements for the development team
• Analyse current business workflows and systems to identify areas for improvement and automation
• Lead requirements-gathering workshops and produce business process maps, user stories, and functional specifications for the development team to build against
• Partner with developers to validate that delivered solutions meet the functional intent and business requirement
• Troubleshoot complex issues from a functional/business-process perspective, working with the development team on root cause and resolution
• Stay current on managed application features, Salesforce platform releases, and industry trends relevant to sales operations
• Lead change management activities, including UAT planning, training, and adoption support, through to go-live
• Conduct periodic process and application health checks and provide recommendations for optimization
• Provide post-implementation functional support, triaging and resolving process-related issues
• Create detailed solution design documentation, including process flows, data models, and system/data touchpoints at the functional level Product Owner Responsibilities (TaskRay)
• Own and prioritize the TaskRay product backlog, balancing business value, urgency, and dependencies
• Translate functional requirements for TaskRay (templates, resource planner, automations, project workflows) into well-formed user stories and acceptance criteria for the development team
• Act as the primary point of contact between business stakeholders and the development team on TaskRay scope, priority, and trade-off decisions
• Participate in and help facilitate Agile ceremonies for the TaskRay workstream, including backlog grooming, sprint planning, sprint review, and retrospectives
• Define sprint goals and maintain a release roadmap for TaskRay in partnership with global IT and delivery teams
• Review and accept completed TaskRay work against acceptance criteria, coordinating UAT with business stakeholders before release
• Communicate TaskRay roadmap, priorities,



and delivery status to business stakeholders and leadership
• Lead quarterly QBR departmental reviews for TaskRay, reporting on adoption, performance, and outcomes
• Define and maintain KPIs for TaskRay usage and delivery performance
• Conduct quarterly business reviews with TaskRay user teams, including ODE, CAE, GSE, and CSG (Spirent teams TBD)
• Maintain backlog cleanliness, ensuring items are current, well-defined, and free of duplicates or stale requests
• Lead quarterly review of enhancement and idea requests, prioritizing and aligning them to user stories/sprint assignments or backlog priority (High/Medium/Low) Required Skills
• Requirements elicitation, gathering, and business process mapping across current-state and future-state workflows
• Fit-gap analysis: assessing business requirements against standard Salesforce capabilities and recommending configuration or process alternatives
• Strong analytical and problem-solving skills, with the ability to translate ambiguous business needs into structured requirements
• Solution design and documentation, including process flows, data models, and functional specifications
• Proficiency building Salesforce reports and dashboards to support business decision-making
• Data management and data quality stewardship, including data models, deduplication, and validation from a functional standpoint
• Functional and user acceptance test design, including writing test scripts and validating delivered work against acceptance criteria
• Excellent communication and stakeholder-management skills, able to explain solutions and trade-offs clearly to stakeholders at all levels
• Experience with cross-cloud Salesforce (SFDC) implementations spanning multiple business functions
• Experience supporting solution delivery from testing through go-live, ensuring functional requirements are met
• Experience acting as Product Owner or similar backlog-owning role within an Agile delivery team, including writing user stories and acceptance criteria




• Ability to make prioritization trade-offs and communicate them clearly to both business stakeholders and delivery teams
• Experience defining and tracking KPIs, and leading quarterly business reviews with cross-functional stakeholders Preferred Skills
• Experience as a TaskRay Functional Consultant: gathering onboarding/post-sale process requirements, configuring TaskRay templates, resource planner, and automations, and mapping customer-facing project workflows through configuration
• Working knowledge of the TaskRay data model (Projects, Templates, Tasks, Resources) sufficient to advise on functional design and configuration options
• Experience with other Salesforce AppExchange products
• Knowledge of change management principles
• Familiarity with process improvement methodologies (Six Sigma, Lean, etc.)
• Experience with project management methodologies (Waterfall and Agile) and tools (TaskRay preferred, Smartsheet, Easy Project)
• Understanding of service and application lifecycle management
• Determines and develops approaches to complex business process/system assignments
• Leads business-process-related projects, applying in-depth experience to influence outcomes
• Solves complex problems independently, drawing on in-depth process and platform experience
• Recognized internally as an experienced practitioner in Salesforce functional/business process design Qualifications Qualifications
• Bachelor's or Master's degree, or equivalent experience
• Typically 6–7 years of relevant experience in Salesforce business analysis, functional consulting, or CRM process design
• Solid understanding of project management methodologies (Agile, Waterfall, etc.)
• Demonstrated ability to work independently and lead process initiatives with minimal oversight Desired Qualifications
• Salesforce Certified Administrator and/or Advanced Administrator
• Salesforce Certified Business Analyst
• Salesforce Certified Sales Cloud Consultant (or Service Cloud Consultant)
• TaskRay Academy certification (functional/consultant track) preferred
• Certified Scrum Product Owner (CSPO) or equivalent Agile product ownership certification preferred
• In-depth knowledge of TaskRay features, data model, and functional configuration options
• Proven track record of successful TaskRay functional implementations across various industries

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