Salesforce Functional Consultant - Revenue Cloud (CPQ) / Sales & Service Cloud

DATABEAT; Hyderabad; Vor Ort; INR 1.500.000 - 2.100.000; Vollzeit

Zusammenfassung

DATABEAT is seeking a Salesforce Functional Consultant with 4–6 years of hands-on experience to lead end-to-end Salesforce projects, including CPQ/Revenue Cloud configurations and Sales & Service Cloud setups. You will conduct discovery workshops, translate business needs into solutions, and work closely with clients through go-live and hypercare.

The role requires strong declarative skills, documentation ability, and experience with Data Loader, JIRA, and Confluence.

Qualifikationen

• 4–6 years of hands-on Salesforce functional consulting experience.
• Proven ability to independently run discovery workshops and manage client communication.
• Strong declarative mastery: Flows, validation rules, approval processes, permissions.
• Experience with quote-to-cash / lead-to-cash and/or service center operations.
• Ability to produce clear BRDs, functional specs, process flows and user stories.

Aufgaben

• Lead the functional workstream across the full project lifecycle: discovery to go-live and hypercare.
• Plan and run discovery workshops with client stakeholders; map current-state and future-state processes.
• Serve as the primary functional contact for clients; provide updates, demos, and manage scope.
• Write BRDs, functional specs, and user stories with acceptance criteria in JIRA.

Kenntnisse

Client-facing delivery

Declarative mastery

English communication

Discovery workshops

Ausbildung

Bachelor's degree in CS/IS/BA

Tools

Data Loader

JIRA

Confluence

Jobbeschreibung

4 - 6 Years

Full-Time

Job Title: Salesforce Functional Consultant - Revenue Cloud (CPQ) / Sales & Service Cloud

Experience Required: 4-6 years

Role Summary

As a Salesforce Functional Consultant with 4 to 6 years of real-time, end-to-end implementation experience, you will own the functional side of Salesforce projects from discovery to go-live and hypercare. You will independently run discovery workshops, manage client communication, translate business needs into solution designs and user stories, and configure the solution yourself. Experience with Salesforce CPQ / Revenue Cloud is preferred; strong Sales Cloud and Service Cloud implementation experience is also welcome. Exposure to Media Cloud, Agentforce and Data Cloud is a strong added advantage, as our upcoming projects include agentic implementations for media and advertising customers.

Key Responsibilities

• End-to-End Project Ownership: Drive the functional workstream across the full project lifecycle: discovery, requirements, solution design, build, UAT, go-live, hypercare and handover.
• Discovery Workshops: Independently plan and run discovery and requirement workshops with client stakeholders. Map current-state (As-Is) and future-state (To-Be) processes, identify gaps and recommend Salesforce-native solutions.
• Client Communication: Act as the day-to-day functional point of contact for clients. Run status updates, solution demos and sprint reviews. Manage scope clarifications, change requests and stakeholder expectations without escalation for routine matters.
• Requirements & Documentation: Write clear business requirement documents, functional specifications, user stories with acceptance criteria in JIRA, process flows and fit-gap analyses.
• Revenue Cloud / CPQ Configuration: Configure product catalogs, bundles, price rules, product rules, discount schedules, quote templates, approvals, amendments and renewals.
• Sales & Service Cloud Configuration: Configure lead-to-cash and case-to-resolution processes, including opportunity stages, forecasting, case management, Omni-Channel, entitlements and Lightning Knowledge.
• Declarative Automation: Build Flows (screen, record-triggered, scheduled), validation rules, approval processes, dynamic Lightning pages and custom metadata, keeping custom code to a minimum.
• Security & Data Management: Configure OWD, roles, profiles, permission sets and sharing rules. Plan and execute data migration, upserts and deduplication using Data Loader.
• Reporting & Analytics: Build custom report types, reports and dashboards for business users and leadership.
• Developer Collaboration: Identify where Apex/LWC or integrations are needed, write technical‑ready stories for developers, and validate the delivered solution against requirements.
• UAT & Training: Prepare UAT scripts, run UAT sessions with clients, track defects to closure, and deliver end-user training and documentation.

Requirements

• Experience: 4-6 years of hands‑on Salesforce functional consulting experience, with at least 2 full‑lifecycles implementations delivered for real clients (not only support or enhancement work).
• Client-Facing Delivery: Proven experience independently leading discovery workshops and managing client communication on live projects.
• Declarative Mastery: Strong hands‑on proficiency in Flows, validation rules, approval processes, assignment rules and permission structures.
• Domain & Process Expertise: Solid understanding of quote-to-cash, lead-to-cash and/or service center operations.
• Documentation Skills: Ability to produce clear BRDs, functional specs, process flows and user stories.
• Data & Tools Proficiency: Hands‑on experience with Data Loader, JIRA, Confluence and Agile/Scrum delivery.
• Communication: Excellent written and verbal English; comfortable presenting to senior client stakeholders.
• Education: Bachelor's degree in Computer Science, Information Systems, Business Administration or a related field.
• Certifications Required:
• At least one of: Sales Cloud Consultant, Service Cloud Consultant, or Revenue Cloud / CPQ certification

Preferred Skills & Qualifications (Added Advantage)

• Revenue Cloud / CPQ: Hands‑on implementation of Salesforce CPQ or Revenue Cloud, including pricing, quoting, contracts, amendments, renewals or billing.
• Media Cloud / OmniStudio: Exposure to Salesforce Media Cloud/Vlocity, OmniStudio (OmniScripts, DataRaptors, FlexCards), subscriber management or digital ad sales processes.
• Agentforce: Understanding of Agentforce agents, topics and actions, and the ability to gather requirements and design conversation flows for AI agents.
• Data Cloud: Exposure to Data Cloud data streams, unified profiles and segmentation.
• Extended Ecosystem: Experience Cloud portals, CTI tools (e.g., Amazon Connect, Genesys) or CRM Analytics.

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.