Salesforce Functional Consultant

About the role

The Salesforce Functional Consultant at McKesson is responsible for providing advanced functional expertise in the design, configuration, and optimization of Salesforce solutions. Unlike a traditional Business Analyst, this role involves both gathering requirements and directly designing and configuring Salesforce solutions to meet those needs. The consultant collaborates with Salesforce Administrators, Developers, and Business Analysts to deliver scalable solutions that enhance operational efficiency and generate business value.

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
• Absorb and execute user acceptance testing (UAT) and change management activities
• Collaborate on cross-cloud projects (Sales, Service, CPQ, Experience Cloud, etc.) as needed

Requirements

• BS, BA, and/or Masters in Business, Computer Science, Information Services, or related discipline, or equivalent and typically requires 7+ years’ experience in designing, building, and implementing business solutions using information technology
• 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
• Required: Salesforce Administrator certification; additional Salesforce Consultant certifications preferred