Senior Salesforce Techno-Functional Consultant

asUgo; Lisboa; Presencial; EUR 60 000 - 95 000; Tempo integral

Resumo da oferta

asUgo is seeking a Senior Salesforce Techno-Functional Analyst to design and build impactful CRM projects. You will coach junior consultants and shape best practices in a fast-moving consulting environment.

In this role you will lead workshops, translate business needs into Salesforce solutions, and deliver declarative configurations across Sales, Service, Experience, and Marketing clouds. Portuguese and English fluency are required.

Qualificações

• Strong Salesforce project delivery experience including functional consulting and declarative build/configuration.
• Proven ability to lead requirement workshops and translate insights into Salesforce designs and scalable configurations.
• Solid knowledge of Salesforce Clouds (Sales, Service, Experience, Marketing) and core platform capabilities (objects, relationships, flows, permissions, reports).

Responsabilidades

• Lead client workshops, challenge assumptions, and map end-to-end business processes.
• Translate needs into business requirements, user stories, and acceptance criteria.
• Identify opportunities and propose scalable, future-proof solutions.
• Create functional and solution designs aligned with Salesforce best practices.
• Define the data model, automation approach, security strategy, and UX recommendations.
• Build declarative solutions: Flow, objects, fields, Lightning pages, permission sets, reports, dashboards.

Conhecimentos

Salesforce experience

Workshop leadership

Declarative build

Data model

Security model

Flow automation

Lightning pages

AppExchange

Mentoring

Documentation

English fluency

Portuguese

Ferramentas

Salesforce

Descrição da oferta de emprego

Are you a #curious, #structured, and #committed Salesforce Techno-Functional Consultant ready to design and build smart CRM solutions that make a real impact?

We’re looking for someone who thrives in dynamic environments, enjoys bridging business needs with strong solution design + hands-on Salesforce configuration, and is eager to drive digital transformation across sectors.

If you love workshops AND you also love being in Salesforce, configuring features, automating processes, and shaping clean CRM architectures — this role is for you!

As a Senior Salesforce Techno-Functional Analyst, you will play a key role in designing and building impactful Salesforce projects, coaching junior colleagues, and shaping CRM best practices within a people-first, fast-moving consulting environment.

• You’ve never worked with Salesforce.
• You don’t enjoy workshops, problem-solving, or challenging business processes.
• You prefer staying only at “requirements level” and not getting involved in solution build & configuration.
• You’re not comfortable translating business needs into Salesforce features (data model, automation, security…).
• You prefer waiting for instructions over taking initiative.
• You don’t believe in the power of teamwork and continuous learning.

DOES THIS SOUND LIKE YOU?

• Strong experience (2+ years) in Salesforce project delivery with a solid understanding of functional consulting AND declarative build/configuration.
• Proven ability to lead requirement-gathering workshops and translate insights into Salesforce solution designs and scalable CRM configurations.
• Strong knowledge of Salesforce Clouds (Sales, Service, Experience, Marketing) and core platform capabilities:
• objects, relationships, record types, flows, validation rules, permissions, sharing, reports & dashboards.
• Confident in building declarative solutions: automation (Flow), UI (Lightning pages), data model, security model, approval processes, reports…
• Comfortable working with technical teams and architects, understanding when to use configuration vs. custom development (knowing limits + best practices).
• Skilled in documentation, training, and change management to support long-term adoption.
• Analytical mindset, excellent communication skills, and a proactive, solution-oriented approach.
• Salesforce certifications (Admin, App Builder, Consultant…) are strong assets.
• Fluent in Portuguese and English.
• Knowledge of marketing automation tools, growth strategies or digital campaigns is a strong asset.

#Curious in how you grow, #Structured in how you deliver, and #Committed in what you bring to the team.

YOUR ROLE & RESPONSIBILITIES

As a Senior Salesforce Techno-Functional Analyst, your mission will include:

1) Business Analysis & Advisory

• Lead client workshops, challenge assumptions, and map business processes end-to-end.
• Translate needs into business requirements, user stories, and acceptance criteria.
• Identify improvement opportunities and propose scalable, future-proof solutions.

2) Solution Design (Techno-Functional)

• Create functional and solution designs aligned with Salesforce best practices.
• Define the data model, automation approach, security strategy, and UX recommendations.
• Make clear trade-offs between configuration and development and coordinate with developers/architects when needed.

3) Declarative Build & Configuration (Hands-On)

• Build solutions directly in Salesforce using declarative tools:
• Flow automation
• Custom objects & fields
• Lightning pages and Experience Cloud configuration
• Permission sets, roles, sharing rules
• Reports and dashboards
• Configure apps, features, and AppExchange packages to match client needs.

4) Testing & Quality

• Define test scenarios, execute functional testing, and validate end-to-end processes.
• Support UAT sessions and ensure final solution matches user expectations.

5) Training & Change Enablement

• Create training content, deliver training sessions, and support adoption.
• Ensure documentation supports maintainability and autonomy for client teams.

6) Team Collaboration & Coaching

• Collaborate closely with developers, architects, and PMs, ensuring smooth delivery.
• Mentor and coach junior consultants, providing guidance on analysis and build best practices.
• Contribute to delivery methodology, reusable assets, templates, accelerators, and best practices.
• Share learnings and innovations internally.

Why Join asUgo?

At asUgo, we’re reimagining what consulting looks like: more agile, more human, and more impactful. We value curiosity, integrity, and trust — and we’re building a workplace where everyone can grow, contribute, and belong.