Collaboration Betters The World

PS | Salesforce Functional Consultant

Location Vietnam, Ho Chi Minh City
Category
Consultancy
Position Type
Regular Full-Time
Working Model
Hybrid

Overview

About Our Partner

Our vision is to create a better way to trade.

Our purpose is to bring the world’s financial markets to astute, adventurous traders powered by intuitive, feature rich technology and unrivalled client experience.

We are an online Forex and CFD Broker providing traders globally cutting-edge technology to trade the world’s markets. Our award-winning combination of outstanding client service coupled with low-cost pricing across all FX, CFDs and Commodities has resulted in Pepperstone being one of the world’s fastest growing FX brokers. Our focus is to support every one of our clients’ quests for trading mastery.

The Pepperstone story started in 2010. Born digital, nimble, and global. Our team are encouraged to develop their career and enjoy their work in our vibrant and fast-paced fintech environment. Our culture reflects our values and global positioning; proudly diverse and inclusive, adaptive, progressive, collaborative and fixated on results and our clients.

 

Role Scope Summary

The Salesforce Functional Consultant exists to:

  • Act as a bridge between the business and the technical team, deeply understanding business processes and translating them into effective Salesforce solutions through configuration.
  • Leverage a strong understanding of Salesforce capabilities to design and configure the platform to meet specific business needs, focusing on declarative tools and best practices.
  • Drive successful Salesforce implementations by understanding the 'why' behind business needs and configuring the platform accordingly.

Qualifications

  • Proficient in verbal and written English.
  • Bachelor's degree in Business Administration, Information Systems, or a related field, or equivalent practical experience.

     

  • 3+ years of experience working with the Salesforce platform, with a strong emphasis on functional consulting and configuration.

     

  • Deep understanding of Salesforce configuration capabilities and best practices, with a focus on leveraging declarative tools.

     

  • Excellent analytical and problem-solving skills, with the ability to translate complex business needs into practical Salesforce configurations.

     

  • Strong communication, interpersonal, and presentation skills, with the ability to effectively communicate with diverse stakeholders and explain technical concepts in business terms.

     

  • Experience with various Salesforce clouds (e.g., Sales Cloud, Service Cloud, Marketing Cloud) and their standard functionalities.

     

  • Salesforce Administrator certification is required; Salesforce Consultant certifications are highly desirable.

     

  • Proactive and self-motivated, with a strong sense of ownership and a commitment to delivering high-quality solutions.

     

  • A natural curiosity and a desire to continuously learn and improve Salesforce skills.

Nice to have:

  • Experience in Financial Services, especially in CFD industry or cryptocurrency an advantage.

 

Responsibilities

We support flexible working. This position can be performed from both a mix of at our office and from home. Your manager will share details and expectations of your team’s regular cadence of working locations.

  • Analyse existing business processes and identify opportunities for optimisation and improvement using Salesforce's standard functionalities and configuration options.

     

  • Work with the Business Analysts to facilitate workshops and interviews to gather and document detailed business requirements, focusing on understanding the underlying business objectives.

     

  • Design and configure the Salesforce platform, including user roles, profiles, permissions, workflows, process builder, validation rules, reports, and dashboards, with a focus on declarative solutions.

     

  • Collaborate with Salesforce Administrators and Developers to ensure configurations align with overall platform strategy and to escalate complex requirements requiring code.

     

  • Develop and maintain clear and concise documentation, including process flows, configuration guides, and training materials, explaining the ‘why’ behind the solutions.

  • Participate in user acceptance testing (UAT) to ensure configurations meet business requirements and function as expected.

     

  • Stay informed about the latest Salesforce releases and features, particularly focusing on how they can be leveraged through configuration to enhance business processes.

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