Position Summary: We are seeking a strategic Salesforce Functional Lead to drive enterprise-wide Salesforce initiatives across Sales Cloud, Marketing Cloud, Data Cloud, and Agentforce. This role will partner with business leaders and IT to design scalable, AI-enabled solutions that accelerate revenue growth, improve customer engagement, and optimize sales operations. Essential Duties & Responsibilities: - Analyze business processes and user requirements to design and configure Salesforce solutions that align with organizational goals. - Lead the implementation, customization, and optimization of Salesforce Sales Cloud Unlimited Edition, ensuring a robust data foundation for sales and customer data. - Integrate and utilize Agent force for Sales to automate research, personalize messaging, and provide real-time deal guidance, enhancing seller productivity. - Manage the Sales Performance Management Suite, including Salesforce Spiff for commission automation, Sales Planning for territory and quota optimization, Salesforce Maps for route and territory visualization, and Sales Programs for campaign tracking. - Implement and maintain Data Cloud to activate real-time insights, powering Customer 360 apps and Agentforce while integrating with existing data investments. - Utilize Salesforce Foundations to access AI capabilities in Agentforce, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Data Cloud at no additional cost. - Conduct user training, create documentation, and provide ongoing support for Salesforce users. - Collaborate with developers, stakeholders, and IT teams to troubleshoot issues, perform system audits, and ensure compliance with best practices. - Participate in demos and proof-of-concepts for new Salesforce features and integrations. - Supports user stories focused on configuring package software or performing other highly technical tasks for the agile team - Provides highly specialized technical skills to according to the specific needs of stories during each iteration - Reviews required documentation to communicate information to deployment, maintenance, service and business teams - Provides mentorship to junior FAs and BAs through Community of Practice and other informal forums and may supervise FAs in a team that does not have senior developers or a tech lead - Lead functional analysis for the domain/software related to Mergers & Acquisitions & Foldouts - Lead functional analysis for domain/software RFP process - Lead SME around product(s) function and works with Product Owner and Business Partners to refine requirements/functionality - Lead training of software package to key stakeholders as required Job Qualifications: - Bachelor’s degree in an IT-related field with 5+ years of experience in configuration of software packages or and application development is a nice to have, not required for a Sr Functional Analyst. - Salesforce certifications such as Salesforce Certified Administrator, Advanced Administrator, Sales Cloud Consultant, or equivalent are required; additional certifications in Service Cloud, Marketing Cloud, or Data Cloud are a plus. - Salesforce Foundations: Leveraging free AI and core features across Sales, Service, Marketing, Commerce, and Data Clouds. - Strong understanding of Salesforce best practices, data modeling, workflow automation, and integration with third-party tools. - Excellent analytical, problem-solving, and communication skills, with the ability to translate business needs into technical solutions. - Experience in agile methodologies and project management tools. - Experience with Salesforce integrations, standard connectors, and custom middleware. - Hands-on experience with Salesforce configurations (user set up, role set up, hierarchies, profile set up, sharing rules, etc.) - Salesforce Enterprise Territory Management (ETM) highly preferred. - Highly proficient in teamwork and collaboration skills. - Hands-on experience with all of the following Salesforce products and features: - Sales Cloud Unlimited Edition: Building data foundations, predictive AI, automation, sandboxes, and Premier Success. - Agentforce for Sales: Automating research, creating personalized messages, real-time deal guidance, and agent skills. - Sales Performance Management Suite: Comprehensive knowledge of bundled tools for data-driven sales performance. - Sales Planning: Territory optimization, quota management, scenario modeling, and real-time adjustments. - Salesforce Maps: Visualizing accounts/opportunities, route optimization, and territory coverage. - Sales Programs: Launching and tracking promotions, campaigns, and high-impact initiatives, data lakes/warehouses. Hands-on experience with all of the following Salesforce products and features. Schedule/Location: - Hours: Monday-Friday 8:00am-5:00pm - Remote - AL, AZ, CA, CO, CT, FL, GA, IL, KY, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WV, WI - Benefits Offered: - Medical, Dental, and Vision coverage - 401k - Paid Time Off (PTO) - Internet Stipend for remote workers - And much more! About First Legal: We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

• Support end-to-end Salesforce delivery across core platform capabilities, including Service Cloud, Sales Cloud, and custom CRM solutions, with a focus on business analysis and requirements definition. • Act as the primary liaison for business stakeholders, building strong relationships and serving as a trusted advisor throughout discovery and delivery phases. • Lead and facilitate discovery sessions, stakeholder interviews, and workshops to elicit business, functional, and reporting requirements. • Document current-state and future-state business processes, workflows, and use cases to support solution design. • Translate business needs into well-defined user stories, acceptance criteria, and functional requirements aligned with Agile methodologies. • Collaborate closely with Salesforce Administrators, Developers, and Architects to ensure requirements are clearly understood and solutions meet stakeholder expectations. • Support backlog grooming, sprint planning, and ongoing prioritization in partnership with Product Owners and project leadership. • Validate requirements and solution designs through walkthroughs, prototypes, and iterative stakeholder feedback. • Coordinate and support User Acceptance Testing (UAT), including test scenario creation, execution support, defect triage, and final sign-off. • Support business analysis activities for enterprise modernization and legacy system consolidation initiatives. • Ensure solutions comply with federal governance, security, data, and regulatory standards. • Contribute to change management efforts, including documentation, training materials, and stakeholder communications. • Performs other job-related duties as assigned.

• Manage and maintain Salesforce, including user setup, security settings, and data integrity • Develop and configure Salesforce custom objects, workflows, process builders, and validation rules • Implement and manage Salesforce integrations with third-party applications • Monitor system performance, conduct regular audits, and manage updates/releases • Create and maintain Salesforce reports and dashboards to provide actionable insights • Collaborate with internal stakeholders to gather, analyze, and document business requirements • Translate business needs into Salesforce solutions that enhance operational efficiency and client engagement • Identify system inefficiencies and recommend process improvements • Facilitate testing, training, and change management to ensure successful adoption of Salesforce solutions • Provide end-user support and resolve system-related issues in a timely manner • Conduct training sessions to empower team members to maximize Salesforce usage

• Discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements • Synthesize requirements to create clear and comprehensive user stories and solution design documentation • Perform fit-gap analysis between Salesforce functionality and client requirements • Design elegant, innovative Salesforce solutions involving the configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality • Draft custom development specifications and manage the delivery and testing of the functionality by Development resources • Iterate on solutions through a Build/Test/Review cycle with customer Product Owner • Develop training curriculum and deliver training sessions to the solution’s end users • Work with Delivery Director to manage a project to scope, budget, and timeline expectations