Job Description

Role: Salesforce Configuration specialist

Location: 100% Remote

Duration: Long term contract

This role will focus on the following objectives: 

•             Act as a trusted partner to the business for Salesforce-related needs 

•             Translate business requirements into Salesforce configuration solutions 

•             Ensure high-quality data, usability, and compliance within Salesforce 

•             Provide ongoing support to end users and drive adoption of the platform 

RESPONSIBILITIES 

•             Partner directly with business stakeholders to gather, analyze, and document Salesforce requirements 

•             Translate business needs into Salesforce configuration solutions, including: 

o             Objects, fields, page layouts, and record types 

o             Flows, workflow rules, validation rules, and approval processes 

o             Profiles, permission sets, and role hierarchy configuration 

•             Configure Salesforce Financial Services Cloud features to support business processes 

•             Perform impact analysis for requested changes and recommend best-practice configuration approaches 

•             Execute functional testing of configured solutions and support UAT with business users 

•             Support end users by troubleshooting issues, answering questions, and providing guidance on Salesforce usage 

•             Maintain system documentation, configuration standards, and release notes 

•             Support data quality initiatives, including data validation and cleanup efforts 

•             Participate in release planning and deploy configuration changes following established governance and change management processes 

•             Collaborate with technical teams when requirements exceed configuration and require custom development 

QUALIFICATIONS 

•             10+ years of experience working with Salesforce in a configuration-focused role (Administrator, Business Analyst, or Functional Consultant) 

•             Experience with Service Cloud or supporting an Operations function within a business (preferred) 

•             Strong experience gathering requirements directly from business stakeholders 

•             Hands-on experience configuring Salesforce without heavy reliance on custom code 

•             Solid understanding of Salesforce security and access controls (profiles, permission sets, sharing) 

•             Demonstrated ability to work directly with end users to provide support, training, and drive adoption in a production Salesforce environment 

•             Familiarity with Salesforce Financial Services Cloud is preferred 

•             Strong understanding of Salesforce data model concepts 

•             Experience working in Agile delivery models 

•             Excellent communication, documentation, and stakeholder management skills 

•             Strong problem-solving mindset with a focus on usability and business outcomes 

•             Ability to manage multiple priorities in a fast-paced environment