Specialist, Salesforce CRM

Summary

We are seeking a Salesforce Functional Architect to own the functional architecture and evolution of our Salesforce Sales Cloud platform. This role is designed for a senior individual contributor who operates as the functional authority for Sales Cloud, shaping scalable, enterprise‑ready solutions that support sales strategy, revenue operations, and long‑term platform health.

You will work directly with senior business and technology stakeholders to define future‑state CRM capabilities, guide solution design, and ensure functional consistency across implementations.

What You'll Do

• Own the functional architecture of Salesforce Sales Cloud across the end‑to‑end sales lifecycle.
• Serve as the primary functional expert for Sales Cloud design, standards, and patterns.
• Partner with Sales Leadership, Sales Operations, Revenue Operations, and Technology teams to translate business strategy into scalable Salesforce solutions.
• Lead complex discovery and solution‑shaping efforts, framing problems and defining future‑state capabilities rather than simply documenting requirements.
• Define and govern sales processes, business rules, and functional design patterns aligned to enterprise CRM standards and Salesforce best practices.
• Act as the functional counterpart to Technical Architects, ensuring solutions balance business outcomes, platform constraints, and long‑term maintainability.
• Review and approve functional designs, configurations, and enhancements to ensure quality, usability, and architectural integrity.
• Own impact analysis across Salesforce features, integrations, and dependent systems.
• Define functional requirements for data models, integrations, and data quality in partnership with data and integration teams.
• Establish and maintain functional documentation including solution designs, process models, standards, and acceptance criteria.
• Lead User Acceptance Testing (UAT) strategy for complex initiatives, ensuring solutions meet business intent prior to release.
• Identify and drive continuous improvement opportunities across sales automation, forecasting, analytics, and user experience.
• Act as a functional mentor and thought leader, raising the quality bar for analysis and design across the CRM ecosystem.
• Support change and adoption efforts by shaping training inputs, communications, and readiness planning.

Required Qualifications

• Extensive experience (5-10 years) as a Salesforce Functional Architect or Senior Business Analyst operating at an enterprise scale.
• Deep functional expertise in Salesforce Sales Cloud , including pipeline management, forecasting, quoting, and revenue operations.
• Strong understanding of Salesforce platform capabilities and constraints (objects, fields, flows, validation rules, security model, reporting).
• Proven ability to own functional domains end‑to‑end , from strategy through design and validation.
• Demonstrated experience shaping solutions in ambiguous environments where requirements are not fully defined.
• Experience partnering closely with Salesforce Admins, Developers, and Technical Architects to guide solution delivery.
• Strong executive‑level communication and stakeholder influence skills.
• Ability to operate autonomously, make informed trade‑offs, and deliver implementation‑ready designs.

Preferred Qualifications

• Experience supporting Sales Operations or Revenue Operations organizations.
• Experience in Agile, SAFe, or hybrid delivery environments.
• Salesforce certifications such as Salesforce Business Analyst , Administrator , or Sales Cloud Consultant .
• Experience (5-10 years) working in large, multi‑business or global CRM environments.

Business Analysis Skills

• Proven ability to elicit requirements using interviews, workshops, and process reviews.
• Strong experience writing user stories, functional requirements, and acceptance criteria.
• Skilled in business process modeling and documentation (e.g., current‑state and future‑state process flows).
• Experience supporting UAT planning and execution in Agile or hybrid delivery models.

Sales & Revenue Domain Knowledge

• Understanding of sales lifecycle processes including pipeline management, forecasting, quoting, and revenue tracking.
• Experience working with Sales Operations or Revenue Operations teams is strongly preferred.
• Ability to translate sales KPIs and metrics into meaningful CRM reporting requirements.

Collaboration & Communication

• Strong stakeholder management skills with the ability to communicate effectively across business and technical audiences.
• Comfortable facilitating discussions, managing competing priorities, and driving consensus.
• Ability to work in cross‑functional, matrixed enterprise environments.

Tools & Methodologies

• Experience working in Agile/Scrum or SAFe delivery environments.
• Familiarity with tools such as Jira, Azure DevOps, Confluence, Lucidchart, or similar BA and delivery tools.
• Salesforce Business Analyst, Salesforce Administrator, or Sales Cloud Consultant certification is a plus.

Who we are:

At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.

Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.

If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [Confidential Information].

Job: Service Owner

Job Family: TECHNOLOGY

Organization: Corporate Strategy & Technology

Schedule: FULL_TIME

Workplace Type: On-site

Req ID: 22882