Senior Salesforce Functional Consultant - Sales & Service Cloud
Hyderabad, IndiaFull-timeSenior · 7-12 years
About this role
Job Title: Senior Salesforce Functional Consultant – Sales & Service Cloud
Location: Hyderabad
Experience Required: 7–12 years
Role Summary
As a Senior Salesforce Functional Consultant with 7 to 12 years of deep hands-on implementation experience, you will be directly responsible for designing, building, and configuring complex Salesforce CRM solutions centered around Sales Cloud and Service Cloud. In this role, your primary focus will be active, hands-on configuration and declarative build work to optimize lead-to-cash and case-to-resolution journeys. While hands-on platform delivery is your top priority, you will also apply your seniority to guide functional design, lead key requirement workshops, and mentor junior team members on best practices. Exposure to Revenue Cloud (CPQ) and Media Cloud is a strong added advantage to support broader enterprise transformations.
Key Responsibilities
- Hands-on Sales & Service Cloud Build: Actively build, configure, and maintain core capabilities across Sales Cloud (forecasting, opportunity stages, territory management) and Service Cloud (case management, Omni-Channel, entitlements, milestones, Lightning Knowledge).
- Declarative Automation Build: Hands-on creation of complex Flow automations (screen, record-triggered, scheduled), validation rules, approval processes, dynamic Lightning pages, and custom metadata, keeping custom code to a minimum.
- Service & Telephony Configuration: Hands-on setup of Service and Sales Consoles, macros, quick actions, Omni-Channel routing rules, and CTI/Telephony integrations to drive operational efficiency.
- Security & Data Management: Directly configure enterprise security controls (OWD, roles, profiles, permission sets, criteria-based sharing rules). Execute complex data migrations, upserts, and deduplication using Data Loader and ETL tools.
- Reporting & Analytics Build: Design and build custom report types, executive dashboards, list views, and CRM Analytics lenses to deliver actionable insights.
- Functional Leadership & Coordination: Lead business requirement discovery sessions, write detailed user stories in JIRA, run solution demos, conduct UAT, and bridge functional gaps with developers when Apex/LWC code is required.
Requirements
- Experience: 7–12 years of intensive, hands-on experience as a Salesforce Functional Consultant or Senior Business Analyst directly configuring Sales Cloud and Service Cloud at scale.
- Hands-on Declarative Mastery: Deep, proven proficiency in building complex Flows, advanced validation rules, assignment rules, and permission structures.
- Domain & Process Expertise: Strong understanding of end-to-end sales lifecycles, lead-to-cash concepts, and modern service center operations.
- Data & Tools Proficiency: Daily hands-on experience with Data Loader, JIRA, Confluence, and Agile development methodologies.
- Education: Bachelor’s degree in Computer Science, Information Systems, Business Administration, or a related field.
- Certifications Required:
- Salesforce Certified Administrator (ADM 201)
- Salesforce Sales Cloud Consultant
- Salesforce Service Cloud Consultant
Preferred Skills & Qualifications (Added Advantage)
- Revenue Cloud (CPQ / Billing): Experience or hands-on configuration of Salesforce CPQ product catalogs, dynamic pricing rules, discount schedules, amendments, renewals, or billing workflows.
- Media Cloud / OmniStudio: Hands-on exposure to Salesforce Media Cloud/Vlocity, OmniStudio (OmniScripts, DataRaptors, FlexCards), subscriber management, or digital ad sales processes.
- Specialized Certifications: Salesforce CPQ Specialist, Revenue Cloud Accredited Professional, or Media Cloud Accredited Professional.
- Extended Ecosystem: Hands-on setup of CTI tools (e.g., Amazon Connect, Genesys), Experience Cloud portals, or CRM Analytics dataflows.
Information Security & ISO 27001 Compliance
Security is at the heart of everything we do. In this role, you will be strictly required to uphold our Information Security Management System (ISMS) policies in alignment with ISO/IEC 27001 standards. Responsibilities include safeguarding sensitive asset data, completing mandatory security awareness training, reporting potential security incidents or vulnerabilities immediately, and ensuring that daily operations comply with our rigorous data protection protocols.