Own business process mapping across the customer and partner lifecycle, including:
Partner registration, onboarding, and deal registration workflows
Account and contact management, hierarchies, and segmentation
Territory management and assignment logic
Opportunity management and pipeline progression
Sales quotas, forecasting, and target-setting processes
Quote creation and pricing workflows in partnership with CPQ specialists
Case management, escalations, and service processes
Customer and partner portal experiences
Configure and administer Salesforce Sales Cloud, including opportunity stages and pipelines, forecasting categories and quotas, account hierarchies and segmentation, territory models and assignment rules, and approval processes
Configure and administer Salesforce Service Cloud, including case routing and queues, escalation rules, entitlements and SLAs, and knowledge management
Design and manage Experience Cloud portals, including partner registration flows, portal user provisioning and licensing, sharing and visibility models, and content and access management for customer and partner communities
Manage platform-level administration activities including Flow Automations, approval rules, permission sets, and the security and sharing model across clouds
Design data models, integration touchpoints, and cross-cloud data flows in partnership with engineering, ensuring clean handoffs between Salesforce and surrounding systems (marketing automation, order management, ERP)
Drive process governance, data quality, and reporting structures that provide pipeline, quota, and service visibility to leadership
Drive sprint planning, backlog grooming, and UAT coordination in partnership with engineering teams
Proactively identify gaps in GTM and service processes and propose scalable Salesforce solutions to improve efficiency, data quality, and user experience
Stay current with Salesforce release cycles, evaluate new platform features, and recommend adoption where they improve business processes
Maintain thorough documentation of requirements, process flows, and system configurations
Support end-user training, adoption, and knowledge transfer across internal teams and offshore resources
CANDIDATE PROFILE
5-7 years of overall professional experience, with 3+ years of hands-on Salesforce experience spanning Sales Cloud, Service Cloud, and Experience Cloud
Strong process orientation with a proven track record of mapping, documenting, and improving end-to-end business processes
Hands-on experience with partner registration and PRM workflows, including partner portal setup and deal registration
Deep functional knowledge of opportunity management, territory management, and accounts and quotas, including forecasting structures
Working knowledge of CPQ concepts (products, pricing, approvals) and experience collaborating with CPQ specialists — CPQ expertise is not required
Experience with Service Cloud configuration and ongoing portal management for customer and partner communities
Proven ability to bridge the gap between business stakeholders and technical engineering teams
Experience in solution design and the ability to translate complex business requirements into scalable Salesforce configurations
Proficiency in Salesforce platform administration including Flow Automations, approval rules, and security/sharing models
Solid understanding of the Salesforce data model and integration patterns (APIs, middleware concepts) sufficient to design scalable solutions alongside engineering
Excellent communication and stakeholder management skills
Experience working in agile/scrum delivery environments
Bachelor's degree in Computer Science, Business, or equivalent experience
REQUIRED CERTIFICATIONS
Salesforce Administrator
NICE TO HAVE
Salesforce Sales Cloud Consultant, Service Cloud Consultant, or Experience Cloud Consultant certifications
Salesforce Platform App Builder certification
Salesforce CPQ Specialist or experience working alongside CPQ solutions
Experience supporting channel/partner programs and PRM at scale
Exposure to managed packages such as Conga, DocuSign, or similar quoting/document generation tools
Experience with forecasting models and pipeline analytics frameworks
Familiarity with CI/CD tools such as Copado, Gearset, or similar Salesforce DevOps platforms
Experience supporting high-growth SaaS or data-driven GTM organizations
