We are looking for a strong Salesforce Functional Consultant to join a team supporting the Salesforce ecosystem of a US company in mortgage and consumer lending.
This is not a classic BA role. You will investigate production issues yourself, work hands-on with Salesforce configuration, and shape requirements to the point where development can pick them up.
Setup * Full-time, long-term outstaff engagement * Working hours 9:00-17:00 Pacific Time (PT) * Direct communication with US stakeholders * Team: Tech Lead, developers, QA
What you will do * Analyse Salesforce requests and production issues, run initial troubleshooting before escalating to the development team * Determine whether an issue sits at configuration, data, integration or custom development level * Work hands-on with Salesforce configuration and independently handle configuration-level issues * Work with Flows, objects and fields, validation rules, permissions, queues, assignment and routing rules, reports and dashboards * Communicate directly with stakeholders, clarify incoming requests and set realistic expectations before involving engineering * Refine business requirements with stakeholders and turn them into user stories with clear acceptance criteria * Run backlog refinement in Jira * Support functional validation and UAT, working together with QA: test scenarios, regression, edge cases, routing logic, post-release production validation
Must have * 5+ years of hands-on Salesforce experience * Strong configuration background: Flows, objects, fields, validation rules, profiles and permission sets, queues, assignment logic, reports and dashboards * Production troubleshooting experience * Requirements gathering, user stories, acceptance criteria * Jira, solid understanding of SDLC * Confident English for daily work with US stakeholders
Strong plus * Salesforce Financial Services Cloud * Mortgage, lending, fintech or banking domain * Loan officer workflows, borrower and application lifecycle, declines, routing and escalation processes * Salesforce integrations, API and data flow understanding, MuleSoft familiarity * QA / UAT and production support experience
