Salesforce Functional Consultant

VISEO ASIA; Metro Manila; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

VISEO ASIA is seeking an experienced Salesforce Solution Consultant to lead consulting, solutioning, and deployment across the Salesforce platform, focusing on CRM, Sales Cloud and Service Cloud. You will collaborate with business stakeholders as a subject matter expert to identify improvements, define solution approaches, and drive initiatives to realize business value.

The role emphasizes strong Salesforce functional expertise, stakeholder engagement, and the ability to translate requirements

Qualifications

• Minimum 5 years of Salesforce experience.
• Strong expertise in Sales Cloud or Service Cloud.
• Working knowledge of Integrations, Salesforce reporting and dashboards and Salesforce ecosystem of solutions.
• Experience designing CRM integrations involving customer profiles, membership, rewards, and loyalty data.
• Experience supporting Customer 360 or single customer view initiatives.
• Experience with Salesforce Marketing Cloud or Marketing Automation would be advantageous.

Responsibilities

• Salesforce Assessment & Advisory: review processes, assess maturity and alignment.
• Identify opportunities for optimisation, automation and process improvement.
• Facilitate stakeholder discovery sessions and workshops.
• Develop recommendations aligned to objectives and best practice.
• Assess integration opportunities between Salesforce CRM, loyalty platforms, membership systems and channels.
• Define future-state processes and roadmaps.

Skills

Sales Cloud

Service Cloud

Integrations

Salesforce reporting

CRM integrations

Customer 360

Job description

We are seeking an experienced Salesforce Solution Consultant to provide consulting, solutioning and deployment across the Salesforce platform landscape primarily involving CRM, Sales Cloud and Service Cloud. The consultant will work closely with business stakeholders as a subject matter expert to identify improvement opportunities, define solution approaches and lead implementation initiatives across Sales Cloud, Service Cloud and related capabilities. The successful candidate will combine strong Salesforce functional expertise with stakeholder engagement and consulting capabilities to help drive continuous platform improvement and business value realization.

Key Responsibilities

Salesforce Assessment & Advisory

• Review existing Salesforce processes, workflows and configurations primarily involving CRM, Sales Cloud and Service Cloud Assess platform maturity, usability and business alignment
• Identify opportunities for optimisation, automation and process improvement
• Facilitate stakeholder discovery sessions and requirements workshops
• Develop recommendations aligned to business objectives and industry best practice
• Assess integration opportunities between Salesforce CRM, loyalty platforms, membership systems, and customer engagement channels
• Identify opportunities to improve customer data consolidation, Customer 360 capabilities, and cross-platform customer insights
• Identify opportunities to improve customer insights and reporting across business units

Solution Design & Consulting

• Translate business requirements into scalable Salesforce solutions
• Recommend solution approaches and implementation options (integrating loyalty, membership, and customer engagement data into Salesforce CRM)
• Support Customer 360 initiatives through alignment of CRM, loyalty, membership, and reporting requirements.
• Define future-state process flows and platform improvements
• Support preparation of business cases and implementation roadmaps
• Ensure proposed solutions align with platform standards and governance guidelines

Delivery & Implementation Leadership

• Translate approved recommendations into executable initiatives
• Work with delivery teams to define scope and delivery approach
• Coordinate implementation activities across business and technical teams
• Support testing, deployment and user adoption activities Monitor risks, dependencies and delivery progress

AMS & Operational Support Advisory

• Review recurring incidents and enhancement requests
• Recommend platform improvements to reduce manual effort and recurring support issues
• Work with AMS team to prioritise and structure enhancement backlogs
• Provide functional guidance on complex support and enhancement requirements

Required Skills & Experience

• Minimum 5 years of Salesforce experience
• Strong expertise in: Sales Cloud or Service Cloud
• Working knowledge of Integrations, Salesforce reporting and dashboards and Salesforce ecosystem of solutions
• Experience designing CRM integrations involving customer profiles, membership, rewards, and loyalty data.
• Experience supporting Customer 360 or single customer view initiatives.
• Experience with Salesforce Marketing Cloud or Marketing Automation would be advantageous