Salesforce Consultant

24 hours ago


Lahore, Punjab, Pakistan The Services Tree Full time

Role Overview:

We are seeking an experienced
Salesforce Functional Consultant
to support offshore functional delivery across complex Salesforce implementations. The role requires strong hands-on expertise in advanced automation, document generation, and third-party integrations, with the ability to translate business requirements into scalable Salesforce solutions.

Key Responsibilities:

  • Design, build, and maintain
    complex Salesforce Flows
    (record-triggered, screen flows, and scheduled flows) to support business processes
  • Configure and manage
    Conga
    solutions for document generation, reporting, and automation
  • Implement and support
    AccountSeed
    for accounting, financial reporting, and integrations
  • Configure
    S-Docs
    templates and automate document workflows
  • Integrate and manage
    DocuSign
    for electronic signature processes within Salesforce
  • Oversee
    document management and file storage solutions
    , ensuring data integrity, security, and accessibility
  • Collaborate with onshore stakeholders to gather requirements and provide functional recommendations
  • Create functional documentation, process flows, and user guides
  • Support testing (UAT), deployment, and post-go-live enhancements
  • Provide ongoing system optimization and user support

Required Skills & Experience:

  • 4+ years of experience as a
    Salesforce Functional Consultant or Business Analyst
  • Strong expertise in
    Salesforce Flows
    , including complex logic and automation
  • Hands-on experience with:
  • Conga
  • AccountSeed
  • S-Docs
  • DocuSign
  • Experience with
    Salesforce document management and file storage best practices
  • Strong understanding of Salesforce data model, security, and permission structures
  • Excellent communication skills for offshore collaboration with global teams

Preferred Qualifications:

  • Salesforce certifications (e.g.,
    Salesforce Administrator, Advanced Administrator, or Platform App Builder
    )
  • Experience working in an
    offshore delivery model
  • Exposure to financial/accounting processes within Salesforce
  • Experience supporting U.S.-based clients

Soft Skills:

  • Strong analytical and problem-solving abilities
  • Ability to work independently in an offshore setup
  • Attention to detail and commitment to quality delivery
  • Proactive and solution-oriented mindset


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