Please mention DailyRemote when applying
Job Title:
Salesforce Functional Analyst - BilingualJob Description
We're Concentrix. The intelligent transformation partner. Solution-focused. Tech-powered. Intelligence-fueled.We are looking for a CRM Functional Analyst who 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.
Qualifications:
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, integrations, and data governance best practices.
Strong analytical, documentation, and communication skills.
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.
#LI-Remote #Mexico #Salesforce #Analyst
Location:
MEX Work-at-HomeLanguage Requirements:
Time Type:
Full timeStop the endless job search. Our AI finds and applies to the best jobs for you.
Discover remote opportunities in Software Development
Answer easy questions
200,000+ jobs across 15+ categories
Get your best job matches
Only hand-screened, legit jobs
Find a remote job faster
No ads, scams, or junk
“ I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!