Lead - Business Analyst (Salesforce)
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Role Overview
We are seeking a Salesforce Certified Sales Cloud Consultant with SaaS industry experience to design, implement, and optimize Salesforce Sales Cloud solutions. The consultant will partner with business stakeholders to translate requirements into scalable solutions, enhance sales productivity, and ensure Salesforce best practices are applied across the organisation. Key Responsibilities ● Solution Design & Implementation ○ Collaborate with internal teams to gather business requirements and design Sales Cloud solutions. ○ Configure and customize Salesforce Sales Cloud features (Leads, Accounts, Contacts, Opportunities, Forecasting, Territories, Products, Price Books, Quotes). ○ Implement sales automation processes including lead routing/assignment, workflow automation, approval processes, and validation rules. ● Business Process Optimization ○ Analyze existing sales processes and recommend improvements leveraging Salesforce functionality. ○ Develop scalable solutions to improve pipeline visibility, forecasting accuracy, and sales productivity. ● Data Management & Reporting ○ Ensure data integrity during migration and integrations with external systems. ○ Create dashboards, reports, and analytics to support sales performance management. ● Stakeholder Engagement ○ Act as the Salesforce subject matter expert (SME) for Sales Cloud. ○ Train business users on new features and solutions. ○ Provide post-implementation support and enhancements.
● Strong knowledge of Salesforce core architecture, declarative configuration, and Sales Cloud capabilities. ● Salesforce Certified Sales Cloud Consultant credential (active) ● Must have a good Technical knowledge on Apex codes and Salesforce flow ● Prior Experience in handling large scale & Complex SFDC Migrations. ● 6-10+ years of Salesforce administration or consulting experience, with at least 1–2 years supporting SaaS or subscription-based businesses. ● Strong understanding of SaaS revenue models (ARR, MRR, bookings, churn, renewals). ● Hands-on experience with CPQ and/or Revenue Cloud. ● Hands-on experience with data migration, integrations, and third-party applications. ● Strong problem-solving, communication, and presentation skills.
At Freshworks, we have fostered an environment that enables everyone to find their true potential, purpose, and passion, welcoming colleagues of all backgrounds, genders, sexual orientations, religions, and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant, richer environment that boosts the goals of our employees, communities, and business. Fresh vision. Real impact. Come build it with us.
Key Skills for This Role
Full Job Posting
There’s another option. Freshworks. With a fresh vision for how the world works.
Freshworks Inc. builds uncomplicated service software that delivers exceptional employee and customer experiences. Our people-first approach to AI eliminates friction, helping businesses reduce complexity, lower cost-to-serve, and deliver faster, more human support through enterprise-grade yet easy-to-use CX and IT solutions. Nearly 75,000 companies, including Bridgestone, New Balance, Nucor, S&P Global, and Sony Music, trust Freshworks to power their Employee Experience (EX) and Customer Experience (CX) operations.
Role Overview
We are seeking a Salesforce Certified Sales Cloud Consultant with SaaS industry experience to design, implement, and optimize Salesforce Sales Cloud solutions. The consultant will partner with business stakeholders to translate requirements into scalable solutions, enhance sales productivity, and ensure Salesforce best practices are applied across the organisation. Key Responsibilities ● Solution Design & Implementation ○ Collaborate with internal teams to gather business requirements and design Sales Cloud solutions. ○ Configure and customize Salesforce Sales Cloud features (Leads, Accounts, Contacts, Opportunities, Forecasting, Territories, Products, Price Books, Quotes). ○ Implement sales automation processes including lead routing/assignment, workflow automation, approval processes, and validation rules. ● Business Process Optimization ○ Analyze existing sales processes and recommend improvements leveraging Salesforce functionality. ○ Develop scalable solutions to improve pipeline visibility, forecasting accuracy, and sales productivity. ● Data Management & Reporting ○ Ensure data integrity during migration and integrations with external systems. ○ Create dashboards, reports, and analytics to support sales performance management. ● Stakeholder Engagement ○ Act as the Salesforce subject matter expert (SME) for Sales Cloud. ○ Train business users on new features and solutions. ○ Provide post-implementation support and enhancements.
● Strong knowledge of Salesforce core architecture, declarative configuration, and Sales Cloud capabilities. ● Salesforce Certified Sales Cloud Consultant credential (active) ● Must have a good Technical knowledge on Apex codes and Salesforce flow ● Prior Experience in handling large scale & Complex SFDC Migrations. ● 6-10+ years of Salesforce administration or consulting experience, with at least 1–2 years supporting SaaS or subscription-based businesses. ● Strong understanding of SaaS revenue models (ARR, MRR, bookings, churn, renewals). ● Hands-on experience with CPQ and/or Revenue Cloud. ● Hands-on experience with data migration, integrations, and third-party applications. ● Strong problem-solving, communication, and presentation skills.
At Freshworks, we have fostered an environment that enables everyone to find their true potential, purpose, and passion, welcoming colleagues of all backgrounds, genders, sexual orientations, religions, and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant, richer environment that boosts the goals of our employees, communities, and business. Fresh vision. Real impact. Come build it with us.
About Freshworks
Cloud-based customer and employee engagement software platform.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Freshworks
Senior Director, People Analytics and Workforce Planning
San Mateo, USA
Lead - Business Analyst (EX SMB)
Chennai, IND
Senior Director, People Analytics and Workforce Planning
San Mateo, USA
Product Marketing Manager, Freshservice Platform
San Mateo, USA
Account Executive - Mid Market
San Mateo, USA
Senior Manager - Events
San Mateo, USA
Lead - Product Designer
Bengaluru, IND
Sales Development Representative
London, GBR
IT Security Engineer
, GBR