The
CRM/Salesforce 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 new Salesforce workflows.
Participate in requirement sessions and end-user
validation.
Gather post-go-live feedback for continuous improvement
and backlog grooming.
Required
Skills/Experience:
6–10 years of experience as a CRM/Salesforce Functional
Analyst or Business Systems Analyst.
Strong understanding of Sales Cloud, Service Cloud, and
Experience Cloud capabilities.
Hands-on knowledge of Salesforce platform; Flows,
approval processes, page layouts, and Lightning App configuration.
Experience supporting org merges, data migrations, or
large CRM transformations.
Salesforce Administrator or Sales Cloud Consultant
certification preferred.
Familiarity with Lead-to-Cash processes, CPQ,
billing/usage integrations, and data governance best practices.
Strong analytical, documentation, and communication
skills.
Information
Locations Denver, COPosition Open to Anywhere in the US, but will work on-siteIndustry Information TechnologyStatus OpenJob Age 5 Day'sCreated Date 06/02/2026No.of Positions 1Duration 12Zip Code
