Salesforce Functional Consultant - ETM

Salesforce Functional Consultant - ETM

Posted 4 days ago by Purple Drive Technologies LLC

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Negotiable
Undetermined
Remote
Remote or Eagan, Tennessee
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Access Controls Apex Data Loader Automation Business Process Business Requirements Cloud Computing Cloud Technology Data Migration Data Quality Data Security Employee Performance Management Forecasting Management Performance Management Process Optimisation Restructuring (Business) Salesforce Stakeholder Communications Stakeholder Management User Acceptance Testing (UAT) Verification And Validation

Summary: The Salesforce Functional Consultant - Enterprise Territory Management (ETM) role requires an experienced professional to lead the design, implementation, and optimization of Salesforce ETM solutions tailored to complex sales operations. The consultant will engage in stakeholder management, gather business requirements, and ensure alignment between business processes and Salesforce solutions. Hands-on experience with Salesforce configuration and sales planning tools is essential for success in this position. The role is primarily remote but may also be based in Eagan, Tennessee.

Key Responsibilities:

  • Lead end-to-end implementation of Salesforce Enterprise Territory Management (ETM).
  • Design and configure territory hierarchies, assignment rules, account assignments, user assignments, and territory models.
  • Optimize territory structures to support sales operations and organizational growth.
  • Gather and analyze business requirements related to sales territory planning, quota management, forecasting, and sales operations.
  • Translate business requirements into functional specifications, user stories, and acceptance criteria.
  • Recommend Salesforce best practices and scalable ETM solutions.
  • Conduct workshops and discussions with business stakeholders.
  • Collaborate with Sales, Service, and Experience Cloud teams to define territory boundaries, sales roles, access controls, and data security models.
  • Ensure alignment between business processes and Salesforce solutions.
  • Configure and automate business processes using Salesforce Flow, Validation Rules, and process automation tools.
  • Support data migration and territory restructuring using Data Loader and related tools.
  • Ensure data quality, consistency, and governance across territory models.
  • Support User Acceptance Testing (UAT) activities.
  • Prepare documentation, training materials, and knowledge transfer sessions.
  • Assist users during deployment and post-implementation support.
  • Support integration between Salesforce ETM and Varicent/SPM solutions.
  • Ensure territory changes align with quota and compensation planning processes.

Key Skills:

  • Strong experience in Salesforce Sales Cloud and Enterprise Territory Management (ETM).
  • Proven experience leading ETM implementation projects.
  • Strong understanding of sales operations, territory planning, forecasting, and quota management.
  • Experience in Salesforce configuration and automation.
  • Hands-on experience with Salesforce Flow, Validation Rules, and Data Loader.
  • Excellent stakeholder communication and workshop facilitation skills.
  • Experience with Varicent, Sales Performance Management (SPM), and compensation planning tools (preferred).
  • Experience in consultancy/partner environments (preferred).
  • Exposure to Service Cloud and Experience Cloud (preferred).

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: IT

Detailed Description From Employer:

Salesforce Functional Consultant - Enterprise Territory Management (ETM)


Job Description

We are seeking an experienced Salesforce Functional Consultant / ETM Implementation Specialist with strong expertise in Sales Cloud and Enterprise Territory Management (ETM). The ideal candidate will be responsible for designing, implementing, and optimizing Salesforce ETM solutions aligned with complex sales operations, forecasting, quota management, and territory planning requirements.

The candidate should have hands-on experience in end-to-end ETM implementation, stakeholder management, sales process optimization, and Salesforce configuration. Experience with sales planning tools such as Varicent/SPM will be an added advantage.


Key Responsibilities

Enterprise Territory Management (ETM) Implementation

  • Lead end-to-end implementation of Salesforce Enterprise Territory Management (ETM).
  • Design and configure:
    • Territory hierarchies
    • Territory assignment rules
    • Account assignments
    • User assignments
    • Territory models
  • Optimize territory structures to support sales operations and organizational growth.


Salesforce Functional Consulting

  • Gather and analyze business requirements related to:
    • Sales territory planning
    • Quota management
    • Forecasting
    • Sales operations
  • Translate business requirements into:
    • Functional specifications
    • User stories
    • Acceptance criteria
  • Recommend Salesforce best practices and scalable ETM solutions.


Stakeholder Management

  • Conduct workshops and discussions with business stakeholders.
  • Collaborate with Sales, Service, and Experience Cloud teams to define:
    • Territory boundaries
    • Sales roles
    • Access controls
    • Data security models
  • Ensure alignment between business processes and Salesforce solutions.


Automation & Data Management

  • Configure and automate business processes using:
    • Salesforce Flow
    • Validation Rules
    • Process automation tools
  • Support data migration and territory restructuring using Data Loader and related tools.
  • Ensure data quality, consistency, and governance across territory models.


Testing, Training & Deployment

  • Support User Acceptance Testing (UAT) activities.
  • Prepare documentation, training materials, and knowledge transfer sessions.
  • Assist users during deployment and post-implementation support.


Integration & Sales Performance Management (Preferred)

  • Support integration between Salesforce ETM and Varicent/SPM solutions.
  • Ensure territory changes align with quota and compensation planning processes.


Required Skills

Mandatory Skills

  • Strong experience in:
    • Salesforce Sales Cloud
    • Enterprise Territory Management (ETM)
  • Proven experience leading ETM implementation projects.
  • Strong understanding of:
    • Sales operations
    • Territory planning
    • Forecasting
    • Quota management
  • Experience in Salesforce configuration and automation.
  • Hands-on experience with:
    • Salesforce Flow
    • Validation Rules
    • Data Loader
  • Excellent stakeholder communication and workshop facilitation skills.


Preferred Skills

  • Experience with:
    • Varicent
    • Sales Performance Management (SPM)
    • Compensation planning tools
  • Experience in consultancy/partner environments.
  • Exposure to Service Cloud and Experience Cloud.

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