Salesforce Functional Consultant / Business Analyst (Trade Promotion Management)

Salesforce Functional Consultant / Business Analyst (Trade Promotion Management)

Posted Today by TekDallas

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Negotiable
Undetermined
Remote
Remote
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Automation Budgeting Business Process Business Requirements Change Management Cloud Computing Cloud Technology Commercial Planning Communication Program Generator (Programming Language) Constituent Relationship Management Customer Relationship Management (CRM) Software Finance Management Return On Investment Salesforce SAP Applications Spend Management Stakeholder Management Trade Promotion Management User Acceptance Testing (UAT) Workflows

Summary: The role of Salesforce Functional Consultant / Business Analyst focuses on Trade Promotion Management within the CPG/Retail industry. The consultant will collaborate with various teams to gather requirements, design Salesforce solutions, and enhance trade promotion processes. Key responsibilities include configuring Salesforce applications and leading user training and deployment activities. The ideal candidate should possess strong expertise in TPM and Salesforce functionalities.

Key Responsibilities:

  • Gather and document business requirements related to trade promotions, trade spend, rebates, deductions, and claims management.
  • Analyze and map end-to-end TPM business processes and translate them into Salesforce solutions.
  • Configure Salesforce applications, workflows, automations, account hierarchies, and reporting dashboards.
  • Collaborate with development teams to create functional specifications and user stories.
  • Support ERP integrations with SAP, Oracle, or similar systems.
  • Lead UAT, user training, change management, and deployment activities.
  • Develop reports and dashboards to track promotion performance, ROI, and trade spend effectiveness.

Key Skills:

  • 5+ years of Salesforce Functional Consultant / Business Analyst experience.
  • Strong Trade Promotion Management (TPM) domain expertise.
  • Experience with Salesforce Consumer Goods Cloud preferred.
  • Knowledge of trade spend management, rebates, deductions, bill-backs, and claims processing.
  • Experience gathering business requirements and creating functional specifications.
  • Familiarity with Salesforce configuration, workflows, and declarative automation.
  • Experience integrating Salesforce with ERP systems (SAP, Oracle, etc.).
  • Strong reporting and analytics experience using CRM Analytics/Tableau.
  • Excellent stakeholder management and communication skills.

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: IT

Detailed Description From Employer:

Job Title: Salesforce Functional Consultant / Business Analyst (Trade Promotion Management)
Location: Remote
Duration: 6 Months Contract

Job Description

We are seeking an experienced Salesforce Functional Consultant / Business Analyst with strong expertise in Trade Promotion Management (TPM) within the CPG/Retail industry. The ideal candidate will work closely with Sales, Finance, Commercial Planning, and IT teams to gather requirements, design scalable Salesforce solutions, and optimize trade promotion processes including budgeting, fund management, claims processing, rebates, and promotion planning.

Key Responsibilities

  • Gather and document business requirements related to trade promotions, trade spend, rebates, deductions, and claims management.
  • Analyze and map end-to-end TPM business processes and translate them into Salesforce solutions.
  • Configure Salesforce applications, workflows, automations, account hierarchies, and reporting dashboards.
  • Collaborate with development teams to create functional specifications and user stories.
  • Support ERP integrations with SAP, Oracle, or similar systems.
  • Lead UAT, user training, change management, and deployment activities.
  • Develop reports and dashboards to track promotion performance, ROI, and trade spend effectiveness.

Required Skills

  • 5+ years of Salesforce Functional Consultant / Business Analyst experience.
  • Strong Trade Promotion Management (TPM) domain expertise.
  • Experience with Salesforce Consumer Goods Cloud preferred.
  • Knowledge of trade spend management, rebates, deductions, bill-backs, and claims processing.
  • Experience gathering business requirements and creating functional specifications.
  • Familiarity with Salesforce configuration, workflows, and declarative automation.
  • Experience integrating Salesforce with ERP systems (SAP, Oracle, etc.).
  • Strong reporting and analytics experience using CRM Analytics/Tableau.
  • Excellent stakeholder management and communication skills.

Preferred Qualifications

  • Experience in CPG, Retail, Consumer Goods, or Distribution industries.
  • Salesforce certifications (Admin, Business Analyst, Sales Cloud, Consumer Goods Cloud).
  • Experience with Agile/Scrum methodologies.
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