CRM Functional Analyst

Job Title:

CRM Functional Analyst

Job Description

Job Description Summary
We're Concentrix. The intelligent transformation partner. Solution-focused. Tech-powered. Intelligence-fueled.

The global technology and services leader that powers the world’s best brands, today and into the future. We’re solution-focused, tech-powered, intelligence-fueled. With unique data and insights, deep industry expertise, and advanced technology solutions, we’re the intelligent transformation partner that powers a world that works, helping companies become refreshingly simple to work, interact, and transact with. We shape new game-changing careers in over 70 countries, attracting the best talent.
The Concentrix Technical Products and Services team is the driving force behind Concentrix’s transformation, data, and technology services. We integrate world-class digital engineering, creativity, and a deep understanding of human behavior to find and unlock value through tech-powered and intelligence-fueled experiences. We combine human-centered design, powerful data, and strong tech to accelerate transformation at scale. You will be surrounded by the best in the world providing market leading technology and insights to modernize and simplify the customer experience. Within our professional services team, you will deliver strategic consulting, design, advisory services, market research, and contact center analytics that deliver insights to improve outcomes and value for our clients. Hence achieving our vision.

Our game-changers around the world have devoted their careers to ensuring every relationship is exceptional. And we’re proud to be recognized with awards such as "World's Best Workplaces," “Best Companies for Career Growth,” and “Best Company Culture,” year after year.

Join us and be part of this journey towards greater opportunities and brighter futures.

CRM Functional Analyst

Key Responsibilities:

Business Analysis & Requirements

• Lead discovery sessions with business teams (Sales, CSM, Operations) to document process pain points and desired future-state capabilities.
• Translate business requirements into functional specifications, user stories, and acceptance criteria.
• Map current-state of retiring org processes and identify gaps with the retaining org model.
• Align process flows to Lead-to-Cash lifecycle and global standard objects.

Functional Design & Validation

• Define Salesforce data models, page layouts, automations, and integrations supporting B2B and B2C business models.
• Ensure configuration design adheres to governance standards and reuse principles.
• Collaborate with architects and developers to validate that technical builds meet functional intent.
• Create and execute UAT scripts; track defects to resolution.

Data & Integration Alignment

• Support data migration mapping and validation between Salesforce, ERP, and Data Warehouse.
• Define field-level ownership and transformation rules for core KPIs based on the business model.
• Collaborate on integration testing for existing and new integrations built.

Change Enablement & Adoption

• Prepare user training materials and process documentation for new Salesforce workflows.
• Participate in requirement sessions and end-user validation.
• Gather post-go-live feedback for continuous improvement and backlog grooming.

Required Skills/Experience:

• 6–10 years of experience as a CRM/Salesforce Functional Analyst or Business Systems Analyst.
• Strong understanding of Sales Cloud, Service Cloud, and Experience Cloud capabilities.
• Hands-on knowledge of Salesforce platform; Flows, approval processes, page layouts, and Lightning App configuration.
• Experience supporting org merges, data migrations, or large CRM transformations.
• Salesforce Administrator or Sales Cloud Consultant certification preferred.
• Familiarity with Lead-to-Cash processes, CPQ, billing/usage integrations, and data governance best practices.
• Strong analytical, documentation, and communication skills.

The base salary range for this position is $92,250 - $144,964 plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program, 401(k) retirement plan, paid time off and holidays.

At Concentrix, we provide customer experience solutions that may involve handling sensitive data.  As part of our hiring process, all candidates must undergo a background check in accordance with applicable law, which will include identity verification and employment eligibility.

The deadline to apply for this position is 10/25/2025

Location:

USA, IA, Work-at-Home

Language Requirements:

Time Type:

Full time

Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature.

If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents

Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.

For more information regarding your EEO rights as an applicant, please visit the following websites:

•English

•Spanish

To request a reasonable accommodation please click here.

If you wish to review the Affirmative Action Plan, please click here.