Salesforce Functional Consultant
About The Position
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. Salesforce Functional Consultant Position Description The Salesforce Functional Consultant provides advanced functional expertise in the design, configuration, and optimization of Salesforce (SFDC) solutions. Unlike a traditional Business Analyst, this role is responsible for both gathering requirements and directly designing and configuring Salesforce solutions to meet those needs. The Functional Consultant collaborates with Salesforce Administrators, Developers, and Business Analysts to deliver scalable solutions that drive operational efficiency and business value.
Requirements
- 5+ years’ experience in designing, building, and implementing business solutions using information technology.
- Significant experience in business analysis, requirements definition and deployment of business requirements to information systems.
- 5+ years’ experience in Salesforce administration or consulting.
- 5+ years’ experience with Sales and Support operations.
- 3+ years of experience working with the SFDC product suite.
- Experience with advanced Salesforce configuration (Flows, Process Builder, Lightning App Builder, etc.).
- Intermediate understanding of Salesforce development (Apex, JavaScript) for communicating requirements to developers.
- Salesforce Administrator certification required; additional Salesforce Consultant certifications preferred.
- Strong analytical, problem-solving, and communication skills.
- Experience with user training, documentation, and change management.
- Ability to work independently and as part of a cross-functional team.
- BS, BA, and/or Masters in Business, Computer Science, Information Services, or related discipline.
Nice To Haves
- Experience with Salesforce CPQ and CLM applications (preferred).
Responsibilities
- Lead requirements gathering sessions with business stakeholders and Business Analysts to understand and document business processes and needs.
- Translate documented requirements into actionable Salesforce solutions.
- Design and configure Salesforce solutions using declarative tools (Flows, Process Builder, Validation Rules, Approval Processes, Reports, Dashboards, etc.).
- Own the end-to-end solution design and configuration process, leveraging Salesforce declarative tools and best practices.
- Manage the process of implementing improvements and new functionality in the SFDC application suite, prioritizing declarative solutions.
- Provide training and support to end users on Salesforce and related sales and marketing technology tools (e.g., Conga Apttus, Ironclad CLM, DocuSign).
- Communicate and collaborate with technical resources (Developers) and internal stakeholders regarding status, technical issues, and creative solutions to support business requirements.
- Utilize Salesforce best practices related to release management and deploy changes from sandboxes to production.
- Create and maintain documentation on business processes, requirements, and application configuration.
- Identify system inefficiencies/gaps, troubleshoot operational issues, and explore opportunities for updates and enhancements.
- Support the governance model by working closely with all system partners to ensure minimal impact to organizations within the Salesforce instance.
- Stay current with Salesforce releases, features, and industry trends to proactively recommend improvements.
- Assist with user acceptance testing (UAT) and change management activities.
- Collaborate on cross-cloud projects (Sales, Service, CPQ, Experience Cloud, etc.) as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
