Role overview

Qualifications

Strong knowledge of Salesforce platform (Sales Cloud / Service Cloud/Health Cloud)
Experience in requirement gathering, business analysis, and solution design
Experience in RFP preparation and change management processes
Strong customer management and stakeholder communication skills

Responsibilities

Build strong relationships with business stakeholders to understand their strategic goals and operational challenges
Analyse customer business processes and identify opportunities for Salesforce-driven improvements
Prepare and document RFPs including scope, impact analysis, and implementation approach
Maintain detailed documentation including functional specifications, solution designs, and process flows

Key facts

Remote from: California (USA)
Full time
English

Hard skills

Salesforce

About the company

Veracity Software Inc

The definition of Veracity is accuracy and habitual truthfulness. This truly defines our brand in simplistic terms. At Veracity, we believe in doing everything in the ‘Right Way’, which means you have to challenge your own innovations and solutions all the time. Our strength lies in our employees, and with the right blend of business and technical expertise, we set the bar high for Veracity. From inception, Veracity focused on building cloud based SaaS solutions while using the latest and most advanced technology stack. We have delivered cloud based customized solutions and services to various clients across both North America and India. We have a global headquarter in Woodbridge, NJ while our offshore office is in Pune, India. We believe in bringing Global talent together, which helps us in delivering cost effective, yet highly scalable and efficient solutions. With the vision of trying to be one of the trusted IT partners as well as one of the most respected solution providers with an onsite/offshore model, Veracity is equipped with the right set of highly skilled individuals who have expertise in delivering the most effective business services and solutions for our clients. Veracity’s mission is to become the Trusted IT Partner for various businesses across globe.

Company details

Company size51 - 200

Links

Website LinkedIn See all jobs

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Job description

Job Title: Salesforce Subject Matter Expert (SME) – Leader
Location: USA (Remote)
Job Type: Full-Time (FTE)
Experience Required: 14–18 Years

We are seeking a Salesforce Subject Matter Expert (SME) with 14 to 18 years exp, who will act as a key liaison between business stakeholders and technical teams. The role requires strong expertise in Salesforce platform capabilities, customer engagement, and requirement analysis. The SME will be responsible for understanding customer business needs, preparing RFPs (Request for Proposal), and ensuring successful implementation of Salesforce solutions.

Key Responsibilities
1. Customer Engagement & Management

Build strong relationships with business stakeholders to understand their strategic goals and operational challenges.
Conduct customer workshops, discovery sessions, and requirement-gathering meetings.
Provide guidance and recommendations on Salesforce best practices and platform capabilities.
Act as the primary point of contact for customers regarding Salesforce-related initiatives.

2. Business Requirement Analysis

Analyse customer business processes and identify opportunities for Salesforce-driven improvements.
Translate business requirements into functional and technical specifications.
Work closely with solution architects and development teams to ensure accurate solution design.
Ensure that proposed solutions align with customer business objectives and Salesforce platform standards.

3. RFP (Request for Proposal) Preparation

Prepare and document RFPs including scope, impact analysis, and implementation approach.
Support the change management process including approvals, risk assessments, and implementation planning.
Ensure all RFPs are properly documented and aligned with governance and compliance standards and business requirements .

4. Documentation & Process Improvement

Maintain detailed documentation including functional specifications, solution designs, and process flows.
Identify opportunities for process optimization and automation within Salesforce.
Support continuous improvement initiatives for Salesforce adoption and efficiency.

Required Skills & Qualifications

Strong knowledge of Salesforce platform (Sales Cloud / Service Cloud/Health Cloud).
Experience in requirement gathering, business analysis, and solution design.
Experience in RFP preparation and change management processes.
Strong customer management and stakeholder communication skills.
Ability to translate business needs into functional Salesforce solutions.
Understanding of CRM best practices and customer lifecycle management.
Excellent documentation and presentation skills.

Preferred Qualifications

Experience working in Agile or DevOps environments.
Knowledge of integration, data migration, and Salesforce ecosystem tools.