Position title
Salesforce Sales Cloud and Web Commerce Functional Analyst
Description

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 and full-time position from Costa Rica, in payroll with benefits.

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.

Success Metrics:

  • Achieve 98% sales pipeline accuracy and 95% commerce uptime SLAs, measured monthly via Salesforce reports, minimizing medtech revenue disruptions.
  • Reduce MTTR for sales/commerce incidents by 15% YoY through RCAs and automations, tracked in ITSM tools.
  • Complete 100% of quarterly compliance audits (e.g., ISO 27001/HIPAA) with zero findings in CRM areas.
  • Implement 10-15% process automations (Einstein predictions) annually, contributing to yearly cost reductions and reviewed in innovation reports.
  • Attain CSAT scores >4.5/5 on handled tickets and QBR feedback, with demonstrated value (e.g., 10% faster sales cycles via optimizations).
Qualifications
  • 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.
  • ITIL Foundation preferred.
Contacts

Aarón Acuña Cordero | Human Talent Director

aaron.acuna@excelnearshore.com

 

Employment Type
Full-time
Beginning of employment
ASAP
Duration of employment
Indefinite
Industry
MedTech
Job Location
Costa Rica
Remote work from: Costa Rica
Date posted
March 2, 2026
PDF Export