Salesforce and Digital Transformation Consultant

About This Role

This consulting role acts as a bridge between business and technology, helping to transform business needs into functional solutions that generate value and improve decision-making. The consultant will specialize in Salesforce with knowledge of digital transformation, working with a leading multinational in the field.

Responsibilities

• Gather, analyze, and document functional requirements related to sales processes, customer service, marketing, and analytics
• Act as the main point of contact between business stakeholders and technical teams throughout the project lifecycle
• Design functional solutions on Salesforce, ensuring alignment with client objectives and needs
• Define processes, use cases, user stories, and acceptance criteria for digital transformation initiatives
• Participate in Sales Cloud, Service Cloud, Marketing Cloud, and other Salesforce ecosystem solutions projects from a functional perspective
• Lead the functional definition of data, including information models, KPIs, business metrics, and analytical requirements
• Drive advanced reporting and analytics initiatives, ensuring the availability of reliable, relevant, and actionable information
• Facilitate workshops, discovery, and validation sessions with users and business areas
• Coordinate and support functional testing (UAT), change management, and adoption of implemented solutions
• Prepare functional documentation and ensure traceability between business requirements and deliverables

Requirements

• More than 4 years of experience in Digital Transformation and/or Customer Experience
• Functional knowledge of Salesforce and experience in one of its main clouds (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
• Experience in requirements analysis, process modeling, and user story definition
• Ability to translate business needs into functional solutions and clear requirements for technical teams
• Experience in defining KPIs, business metrics, and information models
• Excellent communication, facilitation, and stakeholder management skills

Nice to have:

• Salesforce, Tableau, or Business Analysis certifications
• Experience in Customer Experience (CX), CRM, or digital transformation projects
• Knowledge of data governance, data quality, and advanced analytics
• Experience working in agile environments (Scrum, Agile)

Benefits

• Participation in innovative Salesforce and advanced analytics projects for top-tier clients
• Flexible work model
• Collaborative, dynamic, and professional growth-oriented environment
• Continuous training and certification opportunities