Job Description
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 integral standard objects.
- Functional Design & Vali...