Salesforce Functional Consultant

• Run discovery and requirements workshops with client stakeholders, including product owners, sales operations, administrators, and operations teams.
• Synthesise existing voice-of-the-customer material and workshop output into structured themes and requirements.
• Document current-state and future-state business processes, and produce a formal readback for client sign-off.
• Build inventories across the assessment dimensions: users and security, data and storage, automation and customization, reporting and analytics, integrations, platform health and limits, ecosystem and environments, and data quality.
• Analyse field utilisation to identify which fields are actively used and which can be hidden, consolidated, or retired.
• Profile data quality, including duplicate records, obsolete data, and overlapping business processes.
• Classify every item assessed: continue, rebuild, consolidate, or retire for configuration and automation; purge, archive, or keep for data and process.
• Contribute to the purge and archive plan that reduces org load and storage consumption.
• Recommend out-of-the-box Salesforce features and licensed modules in preference to custom development, and flag where custom work is genuinely required.
• Author assessment workbook entries, requirement documents, and process flows to a client-ready standard.
• Contribute to the roadmap, effort sizing, and prioritized backlog that supports the client investment decision.
• Support executive readouts and respond to client questions on findings within your assigned areas.

• Experience: Minimum 5+ years of Salesforce experience, with at least 3 years in a consulting or professional services environment.
• Sales Cloud: Strong hands-on functional knowledge of Sales Cloud, including record types, page layouts, Dynamic Forms, sales processes and stages, opportunity management, validation rules, and Flow.
• Org assessment: Demonstrable experience analysing an existing Salesforce org, covering objects, fields, automation, reports, and security, and producing findings and recommendations from that analysis.
• Business analysis: Proven ability to elicit requirements, facilitate workshops, and document current-state and future-state business processes.
• Field & data analysis: Hands-on experience assessing field utilisation and data quality using reports, SOQL, Data Loader, or equivalent tools.
• Documentation: Demonstrated ability to author client-ready requirement documents, process flows, and assessment findings.
• Stakeholder engagement: Strong verbal communication skills, with the ability to lead working sessions with business and technical stakeholders, including senior audiences.
• Salesforce platform: Working understanding of the Salesforce data model, declarative automation, security model (profiles, permission sets, roles, sharing), and reporting.
• Tooling: Familiarity with Salesforce Optimizer, Security Health Check, and standard org analysis outputs.
• Delivery discipline: Experience working to fixed client milestones and delivering within short, time-boxed engagements.
• Governance: Comfortable operating with read-only access in a client production environment, following strict change control.
• Certification: Salesforce Certified Administrator.
• Teamwork: Collaborative team player who works effectively alongside architects, technical leads, and onshore/offshore teams.

• Salesforce Certified Sales Cloud Consultant or Salesforce Certified Business Analyst.
• Experience assessing or remediating long-lived, heavily customised Salesforce orgs carrying significant technical debt.
• Financial services, banking, payments, or card network domain experience.
• Experience producing assessment or roadmap deliverables presented to executive audiences.
• Familiarity with Salesforce CLI, metadata retrieve, or code analysis output such as PMD or Salesforce Code Analyzer.
• Exposure to multi-region, partner, or channel sales processes.
• Bachelor's degree in Business, Information Systems, Computer Science, or a related field.

careers@tekfortune.com