Senior Salesforce & BA Consultant for CRM Onboarding & QA

D2B; Manila; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

D2B is seeking a Senior Salesforce Consultant with strong business analysis capability in the Philippines. You will support Salesforce services, assist with customer onboarding, help translate customer requirements into clear delivery tasks, and support manual QA and user acceptance testing where required.

This role is valuable because it can support both Salesforce delivery and product adoption, including data migration validation, release notes, and training materials.

Qualifications

• Senior Salesforce Consultant with strong business analysis capability.
• Experience translating customer requirements into deliverables.
• Experience onboarding customers to CRM and BI.
• Proven ability to perform structured manual QA testing and support UAT.

Responsibilities

• Support Salesforce consulting and managed services work.
• Understand customer processes, pain points, requirements, and outcomes.
• Translate requirements into user stories, acceptance criteria, process maps, and notes.
• Assist with customer onboarding to CRM and BI.
• Assist with data migration validation, configuration checks, training, and documentation.
• Help team with customer onboarding activities.
• Perform manual QA testing during transitions to strengthen automation.
• Support UAT preparation and execution.
• Document customer requirements clearly for developers and AI agents.
• Assist with release notes, customer-facing documentation, and training materials.
• Maintain strong Salesforce and CRM process discipline.

Skills

Salesforce

Business analysis

Customer-facing

Discovery sessions

Requirements documentation

CRM processes

Data quality

English communication

AI-first delivery

Sales Cloud experience

Job description

D2B is seeking a Senior Salesforce Consultant with strong business analysis capability in the Philippines. You will support Salesforce services, assist with customer onboarding, help translate customer requirements into clear delivery tasks, and support manual QA and user acceptance testing where required.

This role is valuable because it can support both Salesforce delivery and product adoption, including data migration validation, release notes, and training materials.