Salesforce CRM Functional Consultant

Job Description

Salesforce CRM Functional Consultant
Location: Utrecht, Netherlands (Onsite)
Experience: 10+ Years Overall | 7+ Years Salesforce Experience
Role Summary
Seeking an experienced Salesforce CRM Functional Consultant with expertise in Financial Services
Cloud (FSC), Agentforce, CRM transformation programs, and Legacy-to-Salesforce migration
initiatives. The candidate will work with business stakeholders and delivery teams to drive
successful Salesforce implementations in the Financial Services domain.
Key Responsibilities
1 Gather, analyze, and document business requirements and translate them into Salesforce
solutions.
2 Lead business workshops, process discovery sessions, and requirement elicitation activities.
3 Drive FSC implementations utilizing Client 360, Financial Accounts, Relationship Groups,
Person Accounts, Action Plans, and Interaction Summaries.
4 Support Agentforce adoption by defining AI-powered customer service and advisor use cases.
5 Participate in Legacy-to-Salesforce transformation programs, including process mapping, data
migration validation, UAT, and cutover activities.
6 Prepare user stories, acceptance criteria, process flows, and functional specifications.
7 Collaborate with architects, developers, and product owners to deliver scalable solutions.
8 Work within a SAFe environment and participate in PI Planning, Sprint Planning, Backlog
Grooming, and Agile ceremonies.
Primary Skills
Salesforce Financial Services Cloud (FSC), Agentforce, Service Cloud, Sales Cloud, Business
Analysis, Requirement Gathering, Legacy-to-Salesforce Migration, Data Validation, UAT,
Stakeholder Management, Process Mapping, Agile and SAFe.
Good to Have
Siebel-to-Salesforce migration experience, Salesforce Data Cloud exposure, and Financial
Services domain experience.
Mandatory Requirements
1 10+ years of overall IT experience with at least 7+ years in Salesforce CRM.
2 Experience in Salesforce Financial Services Cloud (FSC) implementations.
3 Exposure to Salesforce Agentforce capabilities and business use cases.
4 Proven experience in Legacy-to-Salesforce CRM migration projects.
5 Hands-on experience working in Scaled Agile Framework (SAFe) environments.
6 Strong business analysis, stakeholder management, UAT, and consulting experience.
7 Excellent communication and client-facing skills.
Preferred Certifications
Salesforce Administrator, Salesforce Business Analyst, Salesforce AI Associate/AI Specialist,
Financial Services Cloud Accreditation, SAFe Agilist (SA), SAFe POPM.