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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates functional expertise in Salesforce platform solutions, including process mapping and user story development, while effectively collaborating with clients and technical teams. Proficient in Agile methodologies and project management, ensuring successful delivery and user adoption of solutions.
Highest-signal resume keywords
Salesforce Platform KnowledgeAgile Methodologies ExperienceUser Story DevelopmentProcess Mapping SkillsSalesforce Certifications
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ObjectsSales CloudService CloudDeclarative AutomationBPMN Process MappingSOQLData MigrationSystem IntegrationsAPIsUser Acceptance Testing
Soft Skills
Clear CommunicationNegotiation SkillsAnalytical ThinkingProactive ApproachOrganizational Skills
Tools & Technologies
Azure DevOpsJiraMiroLucidchartVisio
Certifications & Qualifications
Salesforce AdministratorSalesforce Business AnalystSalesforce Platform App BuilderAgentforce SpecialistAgile Certification
Industry Keywords
Energy SectorDigital Channel ProjectsCustomer Service ProjectsChatbotsIVR
Tech Stack
Tools & technologiesAzureCloud
About the role
Key responsibilities & impact- Conduct interviews, workshops, and discovery sessions with clients to gather requirements
- Analyze and document business requirements, mapping AS-IS and TO-BE processes
- Gather data and integration requirements, including fields, business rules, and information sources and destinations
- Support the definition of AI use cases with Agentforce
- Translate business needs into Salesforce platform solutions in collaboration with the technical team
- Write user stories and acceptance criteria
- Conduct functional refinements with the team and client
- Organize and prioritize the backlog with the Product Owner and client in Azure DevOps, Jira, or a similar tool
- Support development by clarifying functional questions during sprints
- Participate in Agile ceremonies and present deliverables during sprint reviews and demos
- Support functional testing and lead UAT with the client
- Prepare functional documentation, process flows, and training materials
- Support go-live, hypercare, and user adoption of the solution
- Maintain an overview of project scope, timelines, dependencies, and outstanding items
- Anticipate functional risks and blockers and propose action plans
- Prepare status materials and reports for leadership and clients
- Track scope changes and assess their impacts
- Record decisions and agreements, ensuring traceability between requirements, stories, and deliverables
Requirements
What you’ll need- Functional knowledge of the Salesforce platform, including objects, fields, relationships, data models, profiles and permissions, reports, and dashboards
- Knowledge of Sales Cloud, Service Cloud, and Agentforce
- Understanding of declarative automation, including Flow, approvals, and validation rules, with the judgment to determine when a requirement calls for development
- Experience writing user stories and acceptance criteria
- Experience with Agile methodologies, including Scrum and Kanban, and tools such as Azure DevOps and Jira
- Experience with process mapping using BPMN, Miro, Lucidchart, Visio, or similar tools
- Experience leading meetings and workshops directly with clients, business stakeholders, and leadership
- Experience with or aptitude for project tracking, risk management, status reporting, and executive presentations
- Clear and concise verbal and written communication, tailored to technical and business audiences
- Negotiation and facilitation skills, with the ability to handle conflicts, changing priorities, and client expectations
- Analytical thinking, business acumen, and a proactive approach
- Agility, organization, and autonomy to manage multiple workstreams and priorities
- Salesforce certifications such as Administrator, Business Analyst, Platform App Builder, or Agentforce Specialist
- Experience with Experience Cloud, Data Cloud, or system integrations, APIs, and MuleSoft
- Experience with digital channel and customer service projects, such as chatbots, WhatsApp, and IVR
- Basic knowledge of SOQL or data queries
- Agile certification, such as CSPO, PSPO, or similar, or project management certification
- Experience with data migration or legacy system projects
- Knowledge of the energy sector
- Intermediate or advanced English and Spanish proficiency
Benefits
Comp & perks- Remote work
- Open to people with disabilities