We're Concentrix. The intelligent transformation partner. Solution-focused. Tech-powered. Intelligence-fueled. The global technology and services leader that powers the world’s best brands, today and into the future.
Salesforce Functional Analyst
Location
Mexico
Posted
4 days ago
Salary
0
Seniority
Mid Level
Job Description
Salesforce Functional Analyst
CNX
Role Description We are looking for a CRM Functional Analyst who 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 operations across: - Campaign - Leads - Accounts - Contacts - Opportunity - Contract - Renewal - Billing - Usage processes Qualifications - 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, integrations, and data governance best practices. - Strong analytical, documentation, and communication skills. 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. - 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. - 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. - 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. Company Description We're Concentrix. The intelligent transformation partner. Solution-focused. Tech-powered. Intelligence-fueled. The global technology and services leader that powers the world’s best brands, today and into the future. We’re solution-focused, tech-powered, intelligence-fueled. With unique data and insights, deep industry expertise, and advanced technology solutions, we’re the intelligent transformation partner that powers a world that works, helping companies become refreshingly simple to work, interact, and transact with. Our game-changers around the world have devoted their careers to ensuring every relationship is exceptional. And we’re proud to be recognized with awards such as "World's Best Workplaces," “Best Companies for Career Growth,” and “Best Company Culture,” year after year. Join us and be part of this journey towards greater opportunities and brighter futures.
Related Guides
Related Job Pages
More Sales Jobs
Western Regional Sales Manager
Carlisle Construction MaterialsCarlisle Weatherproofing Technologies (CWT) is a leading supplier of building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications.
Role Description The Regional Sales Manager is responsible for leading and executing all sales, growth, and strategic initiatives across the designated region. This role owns regional revenue performance, distributor strategy, and execution of the Annual Operating Plan (AOP), ensuring alignment with Carlisle HVAC Brands’ long-term growth objectives. - Own and deliver regional revenue performance, growth targets, and AOP commitments - Develop and execute region-specific growth strategies aligned with company priorities - Drive revenue, mix, and margin improvement - Lead strategic engagement with distributor partners - Develop joint business plans and drive share-of-wallet growth - Lead, coach, and hold accountable manufacturer reps and sales personnel - Conduct field visits and ride-alongs - Drive adoption of key product initiatives including conversion strategies - Build relationships with contractors and end-users - Provide actionable market insights and execute competitive strategies - Partner with internal teams to align execution Qualifications - 10+ years of industry experience - 5+ years of leading sales teams - Strong communication and leadership skills - Bachelor’s degree preferred Requirements - Management principles, including leadership, motivation, supervision, and career development - Sales techniques - knows a variety of techniques to develop customers, address customer concerns, persuade customers, and close a sale - Writing skills - able to write grammatically correct, coherent reports - Oral skills - able to address groups in a professional manner to present and promote the company and its products - In-depth knowledge of HVAC, including practices, products, and building contractor organizations - Working knowledge of the construction industry and the process of competitive bidding - Must understand the various HVAC products, the features and benefits of each, how they are installed, and how they compare with competitive systems - Computer Skills – Basic Word, Excel, and PowerPoint Benefits - Day 1 coverage for medical, dental, and vision insurance - Life and Accidental Death & Dismemberment insurance - Leave and disability income protection - Employee Assistance Program (EAP) - Health Advocate and insurance concierge services - Paid Time Off – paid sick days, paid vacation days, and 11 paid holidays annually - 401(k) retirement savings plan with company match - Employee Stock Purchase Plan - Flexible Spending Accounts for medical, dependent, & commuter expenses - Educational Assistance Program (tuition reimbursement) for employees Working Conditions - This is a fully remote professional position - The incumbent is expected to maintain a dedicated, secure, and ergonomically appropriate home office environment with reliable high-speed internet connectivity - The role requires the ability to work independently with minimal supervision while maintaining regular communication with colleagues and stakeholders via virtual collaboration tools - The position typically operates during standard business hours of Monday – Friday (8am – 5pm), with occasional flexibility required to accommodate meetings across time zones or critical business needs - The employee is expected to comply with all company policies related to data security, confidentiality, and remote work standards - Travel is required 50% - 70% of the time
Sales Director – Critical Power, UPS
Pearce ServicesProviding mission-critical infrastructure solutions to create a more connected and sustainable future.
• Identify, prospect, and develop new revenue opportunities within the Critical Power/UPS market. • Build and maintain strong relationships with prospective customers, industry partners, and key stakeholders. • Lead the sales process from initial outreach through proposal development, negotiation, and contract execution. • Collaborate with internal stakeholders to develop pricing strategies, service solutions, and customer-specific proposals. • Oversee the preparation and delivery of RFP responses, quotations, presentations, bids, and marketing materials. • Interpret customer requirements and align Pearce services and capabilities to meet operational and technical needs. • Analyze and communicate contractual, technical, and commercial requirements internally to support winning bid strategies. • Deliver high-quality customer presentations and communicate Pearce’s value proposition effectively to executive-level audiences. • Support the development of strategic sales plans to expand market presence and customer base growth. • Participate in industry conferences, networking opportunities, and customer-facing events to promote Pearce services and strengthen brand visibility. • Work cross-functionally with operations, finance, leadership, and subject matter experts to ensure successful solution development and customer satisfaction. • Maintain awareness of industry trends, market conditions, and competitive activity within the Critical Power/UPS sector.
• Meet and exceed District sales goals. • Lead, hire, teach, coach and develop representatives to exceed sales goals. • Provide strategic and tactical feedback to marketing. • Implement the divisional sales and marketing programs. • Implement the appropriate control measures for monitoring representative activity effectiveness in the field. • Monitor performance and adjust resources and approach as needed. • Ensure that all activities fall within the corporate compliance guidelines. • Ensure that each representative is properly trained. • Utilize the appropriate reports for call tracking, territory analysis, and sample accountability. • Routinely work with representatives in the field to coach and assess their skills. • Accountable for retail and managed care accounts within the defined district. • Responsible for compliance with applicable Corporate and Divisional Policies and performing other duties as assigned by management.
• Drive profitable growth across the portfolio with a focus on Electrophysiologists, Vascular Surgeons, Interventional Cardiologists, and Interventional Radiologists. • Focus on strong sales execution to achieve sales targets for the complete Vessel Closure portfolio including small and large bore arterial, venous, and future product releases. • Lead and manage a team of Account Managers, Clinical Specialists. • Be accountable for delivering business results through their teams using effective coaching, motivation and performance management. • Increase market share within the assigned region across the full product portfolio and influence stakeholders within the hospital setting. • Drive contracting efforts to gain favorable positions in accounts within the region. • Develop the commercial sales strategy in alignment with the marketing strategy to deliver best in class sales execution. • Hire, Coach, Develop, and Performance Manage all direct reports and set standards for your team. • Ensure your team is managing Customer relationships through Targeting, Onboarding, Contracting, Clinical Support, Pricing Management, KOL Management and Conflict Resolution. • Planning, Forecasting, Expense Management, Reporting, Sales Process Adherence, and interacting with Sales Analytics. • Maintain adherence to company sales management and reporting systems. • Measure and report feedback on sales strategies and marketing program effectiveness.

