Senior Functional Consultant- Salesforce

At Horizontal Digital, we hold ourselves to one key belief: You’re only as good as your worst customer experience. This mantra is what drives our digital consultancy to think beyond the easy answers and instead create websites, apps, portals and other experiences that solve customer needs for Fortune 500 companies in intuitive and empathetic ways. And we make this lofty standard a reality by fusing strategy, data, design and technology together to arrive at solutions that set the bar higher for everyone.

We use these values to fuel superior results:

Lock arms

We forge relationships that make our impact 1,000x stronger. This means working across departments and engaging both our clients and our communities to deliver the greatest good.

Show hustle

We’re not ones to sit on our hands and wait. Instead, we anticipate opportunities, collectively roll up our sleeves and find ways to execute the exceptional.

Embrace change

From new technologies to workplace philosophies, we welcome the unexpected and constantly anticipate what’s next.

Elevate empathy

We listen before we take action. This means understanding a variety of perspectives and holding ourselves to a higher standard of accountability.

Never settle

We motivate each other to push past the easy answers and collectively arrive at bigger, more inspiring ideas.

But enough about us. Let’s talk about you.

As a Senior Functional Consultant – Sales, Service, and Experience Cloud, you are a client-facing practitioner focused on the business and functional track, responsible for leading transformative Salesforce engagements, from early Discovery through implementation. In this role you will use your business, functional and analytical skills to provide objective advice and expertise, guiding clients in their Sales, Service and/or Experience transformation journey. You are fully invested in the client’s business context, clearly understand their underlying business process, providing options and recommendations in line with best practices and available technology as part of new solution implementations.  

What you’ll do:  

• Facilitate and lead discovery workshops to document high-level business, detailed functional and non-functional, as well as reporting/data requirements, and test plans.   

• Synthesize requirements to create clear and comprehensive user stories and collaborate with technology lead/architect to develop corresponding solution design documentation.  

• Survey and document sales and/or service business processes in the current state, gain alignment on future state business processes while conducting a gap analysis in line with available people/process/technology constructs to drive business process optimization. 

• Lead the refinement, development, and configuration of complex data models and in-scope business process automation.   

• Collaborate with data leads to design data migration and integration strategies in line with documented requirements. 

• Lead quality assurance for release cycles by reviewing test plans and monitor the execution of test cases for functional, performance, end-to-end, and regression testing. 

• Function as the primary point of contact for client-side sales and service teams including development and delivery of product enablement training for these stakeholder groups. 

• Collaborate with cross-functional client and engagement teams to execute and deliver high-quality outcomes in line with client objectives.   

• Reinvest in the practice area by participating in the development of thought leadership and best practices, delivering internal training, and collaborating with sales practitioners in new business pitches and scoping/estimation exercises.  
   

Who you are:   

• You are a CRM and digital experience enthusiast who can understand and support a program with complex business, user experience, and technical challenges. 

• You are a good listener with the poise to lead conversations that may challenge established perspectives on business process or technology enablement. 

• You are passionate about brands and their business ecosystem with the innate ability to solve complex business/technical challenges implementing innovative and transformative solutions. 

• You are flexible with the ability to handle multiple demands, shifting priorities and rapid change. Ambiguity is not something that scares you. 

• You are recognized as trusted, empathetic, and accountable in relationships with clients, colleagues, and other industry professionals. 

• You are optimistic and demonstrate a positive outlook; you persist in reaching goals and operate from a commitment to success rather than the fear of failure. 

• You have excellent written and verbal communication skills for coordination across projects and teams. 

 What you bring:   

• 7+ years of client-facing consulting/professional services experience.   

• 7+ years of experience designing and implementing Salesforce Sales and Service solutions with an emphasis on Experience Cloud, Data Cloud, or Commerce Cloud. 

• Salesforce certification with in-depth knowledge and experience of Salesforce Sales, Service, and Experience Cloud capabilities and functionality 

• Experience in one of the following industries: Financial Services, Health and Life Sciences, Manufacturing, Hospitality & Gaming.  

• Strong stakeholder management and communication skills and the ability to articulate transformation journeys and outcomes.   

• Demonstrated success working in a collaborative environment to design a scalable solution to meet client business needs. 

• Superior analytical skills and experience with the complete lifecycle of complex software programs, and a strong understanding of the Agile delivery methodology. 

• Bachelor’s degree preferred. 

The above description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.