Senior Salesforce Functional Consultant

What you’ll do

• Business Analysis & Solution Design: Deeply understand complex customer problems, business opportunities, and strategic objectives. Translate these into clear, actionable functional requirements, user stories, and comprehensive Salesforce solution designs.
• Functional Expertise & Configuration: Leverage extensive knowledge of Salesforce products (e.g., Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot) to expertly configure, customize, and implement solutions, ensuring alignment with business processes.
• Technical Feasibility & Risk Management: Proactively assess the functional and technical feasibility of proposed solutions, evaluate multiple design options, and identify potential risks or limitations, especially considering our large and complex Salesforce org's unique constraints.
• Collaboration & Alignment: Work closely with product owners, engineering leads, developers, and other stakeholders to ensure functional designs align with architectural strategies, engineering standards, and overall business goals.
• Quality Assurance & Scalability: Ensure the quality, security, reliability, and operational health of implemented Salesforce solutions, with a strong focus on scalability, performance, and maintainability in a high-volume environment.
• Documentation & Best Practices: Create comprehensive functional documentation, including user stories, process flows, data models, and configuration guides. Act as a champion for Salesforce functional best practices and promote their adoption across the team.
• Stakeholder Engagement & Communication: Facilitate workshops, gather detailed requirements, and communicate complex functional concepts to both technical and non-technical stakeholders effectively, fostering strong relationships and managing expectations.
• Continuous Improvement: Contribute to the continuous improvement of our Salesforce development and delivery processes within our DevOps framework, actively participating in agile ceremonies and seeking efficiencies.
• Mentorship & Guidance: Provide functional guidance and mentorship to less experienced team members, sharing knowledge and fostering a culture of continuous learning and excellence.

Success looks like

• Effective Solution Delivery: Consistently deliver Salesforce Salescloud solutions that accurately meet business requirements, are scalable, maintainable, and contribute directly to strategic objectives.
• Optimized Platform Utilization: Solutions effectively leverage Salesforce standard functionalities and best practices, minimizing technical debt and maximizing platform efficiency within our large instance.
• Strong Stakeholder Relationships: Build and maintain trusted relationships with business stakeholders and technical teams, ensuring clear communication and alignment on functional designs and delivery.
• Proactive Problem Solving: Identify and address potential functional and technical challenges early in the development lifecycle, ensuring smooth project execution and minimal rework.
• Contribution to Team Excellence: Actively contribute to the team's functional expertise, documentation standards, and continuous improvement initiatives.

Critical competenciees

• Excellent ability to translate complex business requirements into clear, actionable Salesforce functional designs and communicate effectively with both technical and non-technical stakeholders.
• Proven ability to lead functional design discussions, make informed decisions, and guide solutions from concept to implementation.
• Exceptional collaboration and interpersonal skills, with the ability to influence and align diverse teams across different locations.
• Strong analytical and problem-solving mindset with a proactive, detail-oriented, and results-oriented approach.

Experience

• Proven experience (5+ years) as a Salesforce Senior Functional Consultant, Senior Business Analyst, or similar role, with significant hands-on experience in Salesforce configuration and solution design.
• Deep expertise across multiple Salesforce Clouds (e.g., Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud) and their respective capabilities.
• Demonstrated experience working with large, highly customized Salesforce instances with significant data volumes and complexity, ideally nearing platform limits.
• Solid understanding of Salesforce architecture, data models, and the implications of design choices on performance and scalability.
• Experience working in a DevOps-focused environment, understanding release management, quality assurance, and continuous delivery principles.
• Proficiency in creating detailed functional documentation, including user stories, process flows, and configuration specifications.
• Salesforce Administrator, Sales Cloud Consultant, Service Cloud Consultant, or other relevant Salesforce certifications highly regarded.
• Experience with integration patterns and how they apply to Salesforce solutions is a plus.
• Proven ability to work effectively in a hybrid team environment with distributed colleagues across various locations.

What we value

• We Make it Xero
• We make it beautiful
• We make it happen
• We make it human
• We make it together