Senior Salesforce Functional Consultant

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