Senior Salesforce Consultant - Functional

About the role

Crescent Digital is seeking a Senior Salesforce Consultant – Functional to lead delivery for financial services and cross‑industry projects. You will act as the bridge between business stakeholders and technology teams, translating requirements into scalable Salesforce solutions.

Key responsibilities

• Facilitate discovery sessions, workshops and process‑mapping with users and executives.
• Convert business needs into user stories, acceptance criteria, functional specifications and process flows.
• Own functional design for Financial Services Cloud, Sales Cloud, Service Cloud and Experience Cloud, ensuring alignment with best practices and regional regulations.
• Configure core Salesforce objects such as client/household profiles, financial accounts, relationship management, action plans and case management.
• Coordinate with Solution Architects, developers, project managers, QA and offshore partners to keep milestones, risks and dependencies on track.
• Lead User Acceptance Testing, develop test scenarios, track defects and obtain stakeholder sign‑off.
• Produce deliverables including solution design documents, configuration specs, BRDs, test plans, training materials and executive presentations.
• Support change management through end‑user training, communications and adoption planning.
• Assist pre‑sales activities: solution scoping, effort estimation, demos and proposal development.

Required profile

• 5+ years of Salesforce consulting or CRM transformation experience in a client‑facing delivery role.
• Proven record of multiple full‑lifecycle Salesforce implementations.
• Experience leading requirements gathering, process mapping and functional design.
• Hands‑on configuration experience with at least two Salesforce clouds.
• Strong understanding of Agile delivery, backlog refinement and sprint planning.

Required skills

• Salesforce
• Financial Services Cloud
• Sales Cloud
• Service Cloud
• Experience Cloud
• Agile methodology