Job Description

Job Title:

Salesforce Functional Analyst - BilingualWe'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. We shape new game-changing careers in over 70 countries, attracting the best talent.

The Concentrix Technical Products and Services team is the driving force behind Concentrix’s transformation, data, and technology services. We integrate world-class digital engineering, creativity, and a deep understanding of human behavior to find and unlock value through tech-powered and intelligence-fueled experiences. We combine human-centered design, powerful data, and strong tech to accelerate transformation at scale. You will be surrounded by the best in the world providing market leading technology and insights to modernize and simplify the customer experience. Within our professional services team, you will deliver strategic consulting, design, advisory services, market research, and contact center analytics that deliver insights to improve outcomes and value for our clients. Hence achieving our vision.

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.

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, and 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.

Responsibilities:

• Business Analysis & 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.

• Functional Design & Validation

  • 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.

• Data & Integration Alignment

  • 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.

• Change Enablement & Adoption

  • 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.

#LI-Remote #Mexico #Salesforce #Analyst

Location:

MEX Work-at-Home

Language Requirements:

Time Type:

Full time