Excel Nearshore is looking for a Salesforce Sales Cloud & Web Commerce Functional Analyst , who will optimize our client's sales and e-commerce processes within Salesforce Sales Cloud (Lightning) and Commerce Cloud, managing pipelines, orders, revenue forecasting, and geolocation integrations. This role ensures seamless revenue management in a medtech environment handling regulated data, addressing redundancies with Siebel and silos with Oracle EBS. You'll integrate L1/L2 support duties into the POD, collaborate with Revenue Cloud and Oracle teams, and drive automations/AI (Einstein) to enhance sales efficiency and support cost reductions year-over-year. This is a fully remote position from México.

Key Responsibilities

Provide functional expertise for Sales & Commerce Cloud: Configure and troubleshoot Sales Cloud (leads, opportunities, quotes, forecasting) and Commerce Cloud (product catalogs, carts, payments, B2B).

Configure and manage core Sales Cloud features including Leads, Accounts, Contacts, Opportunities, Activities, Campaigns, and Products

Customize page layouts, record types, validation rules, and approval processes.

Implement sales processes, forecasting, and territory management.

Build Salesforce Flows, Process Automation, and approval workflows to streamline sales operations.

Optimize lead assignment, opportunity management, and sales stages.

Configure b2b storefronts, buyer journeys, catalogs, pricing, and checkout experiences.

Customize buyer account structures, entitlement rules, and purchasing permissions.

Manage product catalogs, categories, bundles, and variants.

Configure price books, customer-specific pricing, contract pricing, and volume discounts.

Support promotions, negotiated pricing, and account-based pricing models.

Support real-time and batch integrations for inventory, pricing,



tax, and order management.

Configure carts, checkout flows, tax, shipping, and payment integrations.

Support order submission, order lifecycle, and post-order management.

Troubleshoot order failures and payment issues.

Handle integrated L1/L2 support: Triage and resolve sales/commerce tickets (e.g., pipeline errors, order sync issues, storefront bugs) during business hours (1:00 AM CT Sun – 7:00 PM CT Fri); provide on-call for P1 incidents impacting revenue or customer experience.

Support end-to-end revenue flows: Analyze requirements, conduct fit-gap assessments, and implement configurations/enhancements for sales orchestration, including integrations with Oracle EBS (via MuleSoft/SOA for order data), Google Geolocation (location intelligence), Xactly (commissions), and third-party tools (Thales EDI).

Conduct root cause analysis (RCA) for issues, implement corrective/preventive actions (CAPA), and optimize processes to improve sales cycles in medtech contexts (compliant quoting for neuro/sensory devices, geolocation privacy for PHI-linked logistics).

Enforce compliance and security: Align processes with ISO 27001, HIPAA/GDPR (for PHI in sales data), and FDA guidelines; manage user access (RBAC), audits, and data encryption.

Drive automations and AIOPS: Identify opportunities for AI enhancements (Einstein predictive scoring for sales leads, automated commerce recommendations)



to support year-over-year cost reductions and innovation fund initiatives.

Collaborate with POD teams like Revenue/Service Cloud, Oracle EBS on cross-platform issues; contribute to QBRs with insights on medtech trends (AI in personalized device sales for 20% conversion lifts, per Salesforce reports).

Maintain documentation for configurations, flows, and change management; participate in Change Advisory Board (CAB) reviews and user training.

Support minor development: Assist with Flow Builder, Apex/Visualforce (if needed), and testing for updates/migrations.

Requirements

7-10 years of functional experience with Salesforce Sales Cloud and Commerce Cloud in Lightning environments, including CPQ, Einstein, and storefront management.

Strong understanding of end-to-end sales/commerce flows, including integrations with ERP (Oracle EBS via MuleSoft), geolocation APIs, and commissions tools in regulated industries like healthcare/medtech.

Proficiency in configuration (objects, workflows, validation rules, page layouts), troubleshooting, and reporting (dashboards for forecasting).

Solid understanding of sales processes and Strong experience with Salesforce B2B Commerce Cloud

Familiarity with ITIL processes (incident, problem, change management) and ITSM tools for ticket handling.

Knowledge of healthcare standards (PHI privacy in sales, FDA compliance) and ISO 27001 controls (e.g., access/logging in CRM data).

Excellent analytical and communication skills; ability to translate business needs into Salesforce solutions empathetically, focusing on impacts.

Bachelor's degree in Business, IT, or related field.

Certifications:

Salesforce Certified Sales Cloud Consultant; Commerce Cloud Developer or equivalent.

#J-18808-Ljbffr

📌 Salesforce Sales Cloud/Web Commerce Functional Analyst (Ejido de la Finca)
🏢 Excel Nearshore
📍 Ejido de la Finca