Salesforce Functional Consultant

Salesforce Functional Consultant Position Description

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

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

5+ years’ experience in designing, building, and implementing business solutions using information technology. Significant experience in business analysis, requirements definition and deployment of business requirements to information systems.

• 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.
• Experience with Salesforce CPQ and CLM applications (preferred).
• Salesforce Administrator certification required; additional Salesforce Consultant certifications preferred.
• Strong analytical, problem-solving, and communication skills.
• Experience with user training, documentation, and change management.
• Ability to work independently and as part of a cross-functional team.

BS, BA, and/or Masters in Business, Computer Science, Information Services, or related discipline.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered.

Our Base Pay Range for this position

$103,200 - $172,000

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to Disabili