Senior Salesforce Consultant & BA for Onboarding

D2B; Philippines; Remote; PHP 1,116,000 - 2,009,000; Full time

Job summary

D2B is seeking a Senior Salesforce Consultant who also has strong business analysis capability. You will support Salesforce services work, assist with customer onboarding, and help translate customer requirements into clear delivery tasks.

You will also support manual QA and user acceptance testing where required to ensure smooth transitions from delivery to adoption. The role emphasizes translating business needs into actionable tasks, maintaining CRM process discipline, and collaborating with

Qualifications

• Strong Salesforce background and CRM expertise.
• Proven business analysis capabilities with stakeholder engagement.
• Experience working directly with customers and translating requirements.
• Ability to document requirements clearly and create acceptance criteria.

Responsibilities

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

Skills

Salesforce background

Business analysis

Customer engagement

Requirements discovery

Documentation of requirements

CRM processes

Quality assurance (manual)

English communication

Tools

Salesforce Sales Cloud

Job description

D2B is seeking a Senior Salesforce Consultant who also has strong business analysis capability. You will support Salesforce services work, assist with customer onboarding, and help translate customer requirements into clear delivery tasks.

You will also support manual QA and user acceptance testing where required to ensure smooth transitions from delivery to adoption. The role emphasizes translating business needs into actionable tasks, maintaining CRM process discipline, and collaborating with