Salesforce - Senior Functional Consultant
Auckland, NZ / Wellington, NZ
Technology – Enterprise Technology & Internal IT /
Permanent Remote /
Hybrid
Our Purpose
At Xero, we’re here to help you supercharge your business. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.
About the team
The Grow domain sits within Xero’s Customer Platforms group and manages the Sales & Marketing Technology for Xero. Within Grow, our remit is focused on Customer Acquisition and Engagement. We work with stakeholders to enable new capabilities helping Xero scale and improve our external customers and internal users experience.
We work with systems like, Salesforce Sales Cloud (CRM), Marketing Cloud, Qualtrics, CRM Analytics and other tools to better enable Xero to achieve their strategic objectives.
About the role
We are seeking a highly experienced and proactive Senior Functional Consultant to join our dynamic Salesforce team.
This pivotal role is at the forefront of translating complex business needs into elegant and scalable Salesforce solutions. Working within our expansive and highly customized Salesforce instance, you will be instrumental in driving functional excellence.
You will thrive in our DevOps-focused environment, contributing to continuous delivery and collaborating seamlessly with hybrid teams spread across numerous cities. You're a hands-on expert in Salesforce configuration and best practices, passionate about delivering impactful solutions that truly meet user needs.
What you'll do:
- Design, build, and deliver tailored solutions for the Partner Sales Xero Business using Salesforce and other connected technologies
- Provide day-to-day administration, troubleshooting, and maintenance for the connected Salesforce platform within Xero
- Support continued build-out of key reports and dashboards, data administration, and integrity upkeep
- Recommend new features and improvements to optimize and increase use of the platform
- Provide technical specifications and help maintain overall documentation for the business
- Adhere to and promote best practices, and design the guidelines for security procedures
What you'll bring:
- Excellent ability to translate complex business requirements into clear, actionable Salesforce functional designs and communicate effectively with both technical and non-technical stakeholders.
- Proven ability to lead functional design discussions, make informed decisions, and guide solutions from concept to implementation. - Proficiency in creating detailed functional documentation, including user stories, process flows, and configuration specifications.
- Proven experience as a Salesforce Senior Functional Consultant with significant hands-on experience in Salesforce configuration and solution design.
- Deep expertise across multiple Salesforce Clouds (e.g., Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud) and their respective capabilities.
- Demonstrated experience working with large, highly customized Salesforce instances with significant data volumes and complexity, ideally nearing platform limits.
Why Xero?
Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, free medical insurance, wellbeing and sports programmes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
