Salesforce Discovery Lead
Key Responsibilities
Lead discovery workshops and requirement elicitation sessions with business stakeholders
Understand and document current-state (AS-IS) and future-state (TO-BE) processes
Drive process mapping for contact center operations and customer service workflows
Translate business needs into functional and high-level technical requirements
Define solution approach in alignment with Salesforce Service Cloud capabilities
Collaborate with Architects and Delivery teams for solution alignment
Identify gaps, risks, and dependencies during discovery phase
Prepare key artifacts including BRD, FRD, process flows, and use cases
Support estimation and roadmap planning based on discovery outcomes
Facilitate stakeholder alignment and sign-offs for requirements and scope
Domain Expertise
Strong experience in Contact Center Operations
Case Management lifecycle and Service Cloud processes
Customer support workflows, SLAs, and escalation models
Experience in Omni-Channel and customer service routing models
Required Skills (Must-Have)
Salesforce Service Cloud expertise (Mandatory)
Strong experience in requirement elicitation and stakeholder management
Process mapping (AS-IS / TO-BE) and business analysis
Workshops facilitation and documentation skills
Understanding of Omni-Channel, routing, and service workflows
Tools & Techniques
Process mapping tools (Visio, Lucidchart, Miro)
Agile / Scrum methodologies
Documentation tools (JIRA, Confluence, etc.)
Certifications
Salesforce Service Cloud Consultant (Preferred)
Business Analysis certifications (CBAP, PMI-PBA) preferred
Agile / Scrum certifications preferred
Experience
18+ years of IT experience
10+ years in Business Analysis / Discovery roles
Experience in Salesforce Service Cloud projects