Salesforce Sales Cloud/Web Commerce Functional Analyst

Excel Nearshore; México; Remote; MXN 900,000 - 1,300,000; Full time

Job summary

Excel Nearshore in Mexico is seeking a Salesforce Sales Cloud & Web Commerce Functional Analyst to optimize client sales and e-commerce processes within Salesforce Sales Cloud (Lightning) and Commerce Cloud. You will manage pipelines, orders, revenue forecasting, and geolocation integrations in a medtech environment handling regulated data.

Responsibilities include L1/L2 support integration into the POD, collaboration with Revenue Cloud and Oracle teams, and driving automations/AI (Einstein) to

Qualifications

• 7–10 years of functional Salesforce Sales Cloud and Commerce Cloud experience.
• Experience with CPQ, Einstein, and storefront management in Lightning.
• Knowledge of ERP integrations (Oracle EBS via MuleSoft) and geolocation data.

Responsibilities

• Provide functional expertise for Sales Cloud and Commerce Cloud, including leads, opportunities, forecasting, and catalogs.
• Configure core Salesforce objects, layouts, validation rules, and automation to optimize sales workflows.
• Implement and optimize forecasting, territory management, and CPQ processes.
• Build flows and automations to streamline sales operations and order management.
• Support L1/L2 incidents during business hours and on-call for P1 incidents impacting revenue.
• Collaborate with Revenue Cloud and Oracle teams on cross-platform issues and integrations.
• Ensure compliance with HIPAA/GDPR, ISO 27001 controls, and data security in CRM.
• Maintain configuration documentation and participate in CAB reviews.

Skills

Salesforce Sales Cloud & CommerceCloud

Lightning experience

CPQ & Einstein

End-to-end sales/commerce flows

Stakeholder communication

Education

Bachelor's degree in Business/IT or related

Tools

Oracle EBS integration via MuleSoft

Geolocation APIs

ITIL/ITSM tooling

Salesforce dashboards & reporting

Job description

Excel Nearshore is looking for a Salesforce Sales Cloud & Web Commerce Functional Analyst, who will optimize our client's sales and e-commerce processes within Salesforce Sales Cloud (Lightning) and Commerce Cloud, managing pipelines, orders, revenue forecasting, and geolocation integrations. This role ensures seamless revenue management in a medtech environment handling regulated data, addressing redundancies with Siebel and silos with Oracle EBS. You'll integrate L1/L2 support duties into the POD, collaborate with Revenue Cloud and Oracle teams, and drive automations/AI (Einstein) to enhance sales efficiency and support cost reductions year-over-year. This is a fully remote position from México.

Key Responsibilities

• Provide functional expertise for Sales & Commerce Cloud: Configure and troubleshoot Sales Cloud (leads, opportunities, quotes, forecasting) and Commerce Cloud (product catalogs, carts, payments, B2B).
• Configure and manage core Sales Cloud features including Leads, Accounts, Contacts, Opportunities, Activities, Campaigns, and Products
• Customize page layouts, record types, validation rules, and approval processes.
• Implement sales processes, forecasting, and territory management.
• Build Salesforce Flows, Process Automation, and approval workflows to streamline sales operations.
• Optimize lead assignment, opportunity management, and sales stages.
• Configure b2b storefronts, buyer journeys, catalogs, pricing, and checkout experiences.
• Customize buyer account structures, entitlement rules, and purchasing permissions.
• Manage product catalogs, categories, bundles, and variants.
• Configure price books, customer-specific pricing, contract pricing, and volume discounts.
• Support promotions, negotiated pricing, and account-based pricing models.
• Support real-time and batch integrations for inventory, pricing, tax, and order management.
• Configure carts, checkout flows, tax, shipping, and payment integrations.
• Support order submission, order lifecycle, and post-order management.
• Troubleshoot order failures and payment issues.
• Handle integrated L1/L2 support: Triage and resolve sales/commerce tickets (e.g., pipeline errors, order sync issues, storefront bugs) during business hours (1:00 AM CT Sun – 7:00 PM CT Fri); provide on-call for P1 incidents impacting revenue or customer experience.
• Support end-to-end revenue flows: Analyze requirements, conduct fit-gap assessments, and implement configurations/enhancements for sales orchestration, including integrations with Oracle EBS (via MuleSoft/SOA for order data), Google Geolocation (location intelligence), Xactly (commissions), and third-party tools (Thales EDI).
• Conduct root cause analysis (RCA) for issues, implement corrective/preventive actions (CAPA), and optimize processes to improve sales cycles in medtech contexts (compliant quoting for neuro/sensory devices, geolocation privacy for PHI-linked logistics).
• Enforce compliance and security: Align processes with ISO 27001, HIPAA/GDPR (for PHI in sales data), and FDA guidelines; manage user access (RBAC), audits, and data encryption.
• Drive automations and AIOPS: Identify opportunities for AI enhancements (Einstein predictive scoring for sales leads, automated commerce recommendations) to support year-over-year cost reductions and innovation fund initiatives.
• Collaborate with POD teams like Revenue/Service Cloud, Oracle EBS on cross-platform issues; contribute to QBRs with insights on medtech trends (AI in personalized device sales for 20% conversion lifts, per Salesforce reports).
• Maintain documentation for configurations, flows, and change management; participate in Change Advisory Board (CAB) reviews and user training.
• Support minor development: Assist with Flow Builder, Apex/Visualforce (if needed), and testing for updates/migrations.

Requirements

• 7-10 years of functional experience with Salesforce Sales Cloud and Commerce Cloud in Lightning environments, including CPQ, Einstein, and storefront management.
• Strong understanding of end-to-end sales/commerce flows, including integrations with ERP (Oracle EBS via MuleSoft), geolocation APIs, and commissions tools in regulated industries like healthcare/medtech.
• Proficiency in configuration (objects, workflows, validation rules, page layouts), troubleshooting, and reporting (dashboards for forecasting).
• Solid understanding of sales processes and Strong experience with Salesforce B2B Commerce Cloud
• Familiarity with ITIL processes (incident, problem, change management) and ITSM tools for ticket handling.
• Knowledge of healthcare standards (PHI privacy in sales, FDA compliance) and ISO 27001 controls (e.g., access/logging in CRM data).
• Excellent analytical and communication skills; ability to translate business needs into Salesforce solutions empathetically, focusing on impacts.
• Bachelor's degree in Business, IT, or related field.

Certifications:

• Salesforce Certified Sales Cloud Consultant; Commerce Cloud Developer or equivalent.