Talent.com
Salesforce CRM Functional Analyst
Salesforce CRM Functional AnalystInfoVision Inc. • Denver, CO, United States
Salesforce CRM Functional Analyst

Salesforce CRM Functional Analyst

InfoVision Inc. • Denver, CO, United States
9 hours ago
Job type
  • Full-time
Job description

CRM Functional Analyst

Denver, CO

Role Overview

The CRM Functional Analyst serves as the bridge between business teams and Salesforce solution delivery for the Salesforce CRM Consolidation via Org Merge. This role focuses on process definition, requirements translation, and validation to ensure the merged org supports scalable, standardized B2C operations across Campaign, Leads, Accounts, Contacts, Opportunity, Contract, Renewal, Billing, and Usage processes.

Key Responsibilities :

Business Analysis & Requirements

  • Lead discovery sessions with business teams (Sales, CSM, Operations) to document process pain points and desired future-state capabilities.
  • Translate business requirements into functional specifications, user stories, and acceptance criteria.
  • Map current-state of retiring org processes and identify gaps with the retaining org model.
  • Align process flows to Lead-to-Cash lifecycle and global standard objects.

Functional Design & Validation

  • Define Salesforce data models, page layouts, automations, and integrations supporting B2B and B2C business models.
  • Ensure configuration design adheres to governance standards and reuse principles.
  • Collaborate with architects and developers to validate that technical builds meet functional intent.
  • Create and execute UAT scripts; track defects to resolution.

    • Data & Integration Alignment

  • Support data migration mapping and validation between Salesforce, ERP, and Data Warehouse.
  • Define field-level ownership and transformation rules for core KPIs based on the business model.
  • Collaborate on integration testing for existing and new integrations built.

    • Change Enablement & Adoption

  • Prepare user training materials and process documentation for new Salesforce workflows.
  • Participate in requirement sessions and end-user validation.
  • Gather post-go-live feedback for continuous improvement and backlog grooming.

    • Required Skills / Experience :

  • 6–10 years of experience as a CRM / Salesforce Functional Analyst or Business Systems Analyst.
  • Strong understanding of Sales Cloud, Service Cloud, and Experience Cloud capabilities.
  • Hands-on knowledge of Salesforce platform; Flows, approval processes, page layouts, and Lightning App configuration.
  • Experience supporting org merges, data migrations, or large CRM transformations.
  • Salesforce Administrator or Sales Cloud Consultant certification preferred.
  • Familiarity with Lead-to-Cash processes, CPQ, billing / usage integrations, and data governance best practices.
  • Strong analytical, documentation, and communication skills.
    • Create a job alert for this search

    Functional Analyst • Denver, CO, United States

    Related jobs
    Certified Personal Trainer - Free Gym + Healthcare

    Certified Personal Trainer - Free Gym + Healthcare

    VASA Fitness • Louviers, CO, United States
    Full-time
    At VASA Fitness, we're more than a gym we're a community built on.We create UPLIFTing experiences for everyone through inclusive, accessible, and on-trend fitness. VASA is a place where lives are ch...Show more
    Last updated: 7 hours ago • Promoted • New!
    Go-to-Market Salesforce Leader - Mountain West

    Go-to-Market Salesforce Leader - Mountain West

    Denver Staffing • Denver, CO, US
    Full-time
    Enterprise Business Applications Leader.Slalom Consulting is looking for an experienced, entrepreneurial, and progressive leader to drive Enterprise Business Applications, including Salesforce serv...Show more
    Last updated: 15 days ago • Promoted
    Certified Gym Personal Trainer

    Certified Gym Personal Trainer

    VASA Fitness • Louviers, CO, United States
    Full-time
    At VASA Fitness, we're more than a gym we're a community built on.We create UPLIFTing experiences for everyone through inclusive, accessible, and on-trend fitness. VASA is a place where lives are ch...Show more
    Last updated: 7 hours ago • Promoted • New!
    Salesforce Solution Architect (Denver)

    Salesforce Solution Architect (Denver)

    The Doyle Group • Denver, CO, US
    Part-time
    The Doyle Group is a proven partner for Placement and Consulting services, headquartered in Denver, CO.Our core mission is to forge genuine partnerships with our clients who seek strategic talent s...Show more
    Last updated: 11 hours ago • Promoted • New!
    Remote Financial Analyst - AI Trainer ($150 per hour)

    Remote Financial Analyst - AI Trainer ($150 per hour)

    Mercor • Castle Rock, Colorado, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 8 hours ago • Promoted • New!
    Customer Service - Bank

    Customer Service - Bank

    Charles Schwab • CASTLE ROCK, CO, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show more
    Last updated: 30+ days ago • Promoted
    Director, Salesforce

    Director, Salesforce

    Strive Health • Denver, Colorado, USA
    Full-time
    At Strive Health were driven by a purpose : transforming the broken kidney care system.Through early identification engagement and comprehensive coordinated care we significantly improve outcomes fo...Show more
    Last updated: 21 days ago • Promoted
    Remote SaaS Software Data Reviewer - AI Trainer ($30-$37 per hour)

    Remote SaaS Software Data Reviewer - AI Trainer ($30-$37 per hour)

    Mercor • Castle Rock, Colorado, US
    Remote
    Part-time
    Role Overview • •Mercor is looking for freelance contributors who are able to analyze the output of various B2B SAAS systems, ranging from Slack messages to Linear tickets to Salesforce entries.This ...Show more
    Last updated: 10 hours ago • Promoted • New!
    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Castle Rock, Colorado
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 30+ days ago • Promoted
    Remote Customer Service (50k-90k per year)

    Remote Customer Service (50k-90k per year)

    Professional Careers • Castle Rock, Colorado
    Remote
    Full-time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
    Last updated: 30+ days ago • Promoted
    IT&C Service Delivery Analyst

    IT&C Service Delivery Analyst

    Leidos Inc • Centennial, CO, United States
    Full-time
    IT&C (Information Technology and Communications) Senior Service Delivery Analyst.United States Antarctica Program (USAP) IT&C services and appropriately responds to the time-sensitive need of Leido...Show more
    Last updated: 2 days ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Castle Rock, Colorado
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 30+ days ago • Promoted
    CDL-A Flatbed Lease Purchase Driver - $1.25 to $2.00 per mile in Eastlake, CO

    CDL-A Flatbed Lease Purchase Driver - $1.25 to $2.00 per mile in Eastlake, CO

    AllTruckJobs • Eastlake, CO, US
    Full-time
    CALL TO SPEAK WITH A SEATING SPECIALIST TODAY! .Come experience the many reasons why Western Express is the best place to live those dreams! This. Western Express is now offering a wide variety of n...Show more
    Last updated: 8 days ago • Promoted
    CDL-A Flatbed Lease Purchase Driver - $1.25 to $2.00 per mile in Henderson, CO

    CDL-A Flatbed Lease Purchase Driver - $1.25 to $2.00 per mile in Henderson, CO

    AllTruckJobs • Henderson, CO, US
    Full-time
    CALL TO SPEAK WITH A SEATING SPECIALIST TODAY! .Come experience the many reasons why Western Express is the best place to live those dreams! This. Western Express is now offering a wide variety of n...Show more
    Last updated: 8 days ago • Promoted
    Workflow Analyst

    Workflow Analyst

    Cornerstone Capital Bank • Englewood, CO, United States
    Full-time
    No agencies or 3rd party Recruiters please.Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisf...Show more
    Last updated: 14 days ago • Promoted
    Midwest - Sales Internship (Comparion) - Summer 2026

    Midwest - Sales Internship (Comparion) - Summer 2026

    Comparion Insurance Agency • Westminster, Colorado, United States
    Permanent +1
    Schedule : Intern / Coop Salary Range : USD $20.Job Category : Sales - Comparion The typical starting salary range for this role is determined by a number of factors including skills, experience, educat...Show more
    Last updated: 22 days ago • Promoted
    Sr. Oracle SCM Functional Specialist, Global SaaS & Apps Delivery

    Sr. Oracle SCM Functional Specialist, Global SaaS & Apps Delivery

    Oracle • Denver, CO, United States
    Full-time
    Oracle Customer Success Services (CSS) is an organization of 10,000+ employees that supports over 6,000 companies around the world. We are uniquely positioned to help customers with the most challen...Show more
    Last updated: 4 days ago • Promoted
    Remote Content QA Reviewer

    Remote Content QA Reviewer

    Outlier • Remote, CO, United States
    Remote
    Full-time
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...Show more
    Last updated: 2 days ago • Promoted