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Salesforce Functional Analyst (Mid-Level)

Location

Brazil

Posted

7 days ago

Salary

0

Seniority

Senior

Bachelor DegreePortugueseCloud

Job Description

Salesforce Functional Analyst (Mid-Level)

CONFIDENCIAL

• Act as a Salesforce Functional Analyst, serving as the link between business areas, clients and technical teams. • Elicit, analyze and document functional and non-functional requirements. • Translate business needs into functional solutions on the Salesforce platform, with a focus on Sales Cloud. • Support the definition of solutions involving customer service processes, automations and digital journeys. • Specify functional requirements for Bots in Salesforce (Einstein Bot) and other service automation solutions. • Support initiatives involving Agentforce, contributing to improvements in agent productivity. • Produce documentation such as user stories, process flows, acceptance criteria and functional specifications. • Support the technical team during development by clarifying questions and ensuring adherence to requirements. • Participate in functional testing, user acceptance and support for go-live. • Collaborate with multidisciplinary teams (development, QA, architecture, product, among others). • Work directly with clients to gather, understand and refine requirements, leading functional discussions and proposing solutions aligned with business objectives and the technical capabilities of the platform.

Job Requirements

  • Knowledge of the Salesforce platform, including: objects, fields and relationships; security (Profiles, Permission Sets, access rules); declarative automations (Flows, rules, validations).
  • Functional experience with Salesforce Sales Cloud.
  • Knowledge of Einstein Bot and service automation.
  • Familiarity with Agentforce and its application in service and productivity scenarios.
  • Experience producing functional documentation (user stories, flows, acceptance criteria).
  • Experience with agile methodologies (Scrum, Kanban or similar).
  • Familiarity with tools such as Jira, Confluence or equivalents.
  • Strong communication skills and the ability to interact with different stakeholders.
  • Experience specifying and implementing WhatsApp-based service solutions integrated with Salesforce (Service Cloud/Digital Engagement), including configuring channels, message templates and conversational flows.
  • Knowledge of the Meta for Developers platform and WhatsApp Business API (WABA), including template approval processes, usage policies and best practices for customer communications.
  • Hands-on experience in end-to-end implementation projects involving WhatsApp, from requirements gathering through UAT and go-live.
  • Support integration between bots (Einstein Bot/Agentforce) and the WhatsApp channel, ensuring consistency in the customer conversational experience.
  • Proficiency with Salesforce Flow Builder for automating processes and business rules, developing automated solutions integrated with operational and service needs.
  • Experience defining routing and distribution strategies for service requests in Omni-Channel, considering skills, queues, priorities and routing criteria.

Benefits

  • Meal and Food Vouchers
  • Home Office Allowance
  • Profit Sharing Program
  • Certification support program
  • Health Insurance (with co-pay and dependent fees)
  • Life Insurance
  • Childcare Assistance
  • Birthday Day Off
  • Zenklub (mental health platform)
  • Extended maternity and paternity leave
  • Talkers – English support program
  • Partnerships with educational institutions offering discounts on MBA and postgraduate courses
  • Dental Plan (optional with monthly fee)
  • Total Pass (optional with monthly fee)

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