Declarative Modeling and Solution Design: Design the data architecture in Salesforce (Custom Objects, Master-Detail/Lookup Relationships) to support new business operations. Practical example: model objects to capture integration logs and AI service metrics.
Process Automation: Create and maintain complex automations using Salesforce Flows (Screen Flows, Record-Triggered Flows, Autolaunched Flows), ensuring performance and avoiding governor limits.
Integration Management (Functional Perspective): Work together with Architects and Backend Developers specifying the data mapping (De-Para) between Salesforce and our legacy systems (Solus and Tasy) through our API bus (on AWS).
Technical and Agile Refinement: Actively participate in Scrum ceremonies, translating the pain points of business areas (Sales, Collections, Retention, Clinical Team, etc.) into User Stories and clear technical requirements for the Salesforce team.
Governance and Security: Manage profiles, Permission Sets, Sharing Rules and data visibility, ensuring compliance with LGPD (Brazilian Data Protection Law) when handling sensitive health data (PHI).
Troubleshooting and Improvements: Analyze root causes of complex production incidents (N3 level), optimize existing processes and reduce the Org's technical debt.
Familiarity with AI Agents: Use of agents to improve productivity, quality and security in task execution and development activities.

Proven experience working as a Functional Analyst, Consultant, or Salesforce Administrator in medium-to-high complexity Salesforce orgs.
Advanced, demonstrable expertise in Service Cloud (Omnichannel, Cases, Entitlements) and Sales Cloud (Leads, Opportunities, Sales Funnel).
Senior-level expertise in building Salesforce Flows and reviewing legacy automations to implement improvements and best practices.
Ability to read and interpret integration payloads (JSON/XML) and familiarity with API testing tools such as Postman.
Deep knowledge of the Salesforce relational data model and declarative architecture best practices (knowing precisely when to use "Click" solutions and when to require "Code" from developers).

Senior Salesforce Functional Analyst

Key skills