Lead Salesforce Functional Consultant

By Erika on 9th June 2025

Lead Salesforce Functional Consultant

Philippines

Apply Here

A Lead Consultant is considered an industry expert, with a passion for expanding knowledge of technology and business operations. He/She is a technical connector, collaborator, and communicator with a strong bias towards user empathy and understanding problems before identifying solutions.

Work Setup:

Remote

About You:

Are you the “roll-up-your-sleeves” kind who is always willing to take on new and/or bigger challenges? Are you an ardent learner who’s always looking to improve? Are you a Mav3rik?

Key Responsibilities:

  • Provide industry expertise, comfortable in conversing with executive level business-side clients on the opportunities, impacts and implications of Salesforce and other relevant technology.
  • Provide input in the preparation of project proposals and solutions.
  • Effective in understanding business needs and distilling the information into business and technical requirements.
  • Develop prototypes to prove the solution approach and design.
  • Managed and analysed complex business requirements and translating into the design of solutions, including product configuration, user stories, business rules, etc.
  • Designing high-quality business solutions by contributing to a well thought out Solution Design from a functional and technical perspective.
  • Lead and manage project delivery for small-medium engagements.
  • Act as project manager, people leader, overseeing resourcing, budget and timelines.
  • Oversees the work of a consultant team and are responsible for offering clients advice, recommendations and direction.
  • Act as liaison between the clients and the project team during the build phase to continue and improve project delivery.
  • Facilitate functional sessions with clients, including the ability to drive a client to decisions.
  • Participate in the development of functional testing, perform SIT and unit testing, and deployment plans.
  • Contribute to the growth of the practice through thought-leadership, development of solution accelerators, reusable assets and participation.
  • Ownership of other operational areas - recruiting, onboarding, training, enablement, etc.
  • Mentorship of other team members.
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Minimum Qualifications:

  • Proven experience or knowledge in CRM preferably Salesforce Sales, Service and Experience Cloud.
  • Extensive experience in analysis, design and development of medium to large, complex CRM systems or similar enterprise applications.
  • Consulting and implementation experience in translating business requirements to business solutions and customer outcomes.
  • Executive presentation experience with excellent written and oral communication skills.
  • The ability to communicate complex procedures to other colleagues and clients.
  • Proven ability to build, manage and foster team environment.
  • Excellent written and verbal communication skills with the ability to adjust communication style by audience.
  • .

Preferred Qualifications:

  • A proven track record of delivering Salesforce projects in a lead role, preferably in a consulting environment.
  • Experience with Agile or hybrid delivery methodologies.
  • A desire to work within a fast-paced, collaborative, and team-based environment.
  • Actively developing their professional network and giving back to the community through participation in user and other groups, events and organizations.
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