Salesforce Functional Consultant/ETM Implementation Specialist
Must Have Technical/Functional Skills
Sales cloud, Enterprise Territory Management (ETM)
Roles & Responsibilities
- This role requires a seasoned Salesforce Functional Consultant focused on structuring, optimizing,
and implementing Enterprise Territory Management (ETM) to align with complex sales operations
(forecasting & quota management).
- ETM Implementation: End-to-end implementation of Salesforce Enterprise Territory Management (ETM),
including modeling hierarchies, setting up territory rules, managing account assignments, and user assignments.
- Translating complex sales territory, quota, and sales planning requirements into technical specs, user stories,
and acceptance criteria. Stakeholder Management: Facilitating workshops to define territory boundaries,
sales roles, and data security models across Sales, Service, and Experience Clouds.
Data & Automation: Using Flow, Validation Rules, and Data Loader to configure and automate territory
structures and data migration. Varicent Integration (Optional but Preferred): Knowledge of connecting
ETM with Varicent to ensure territory changes are synchronized with quota and compensation plans.
Delivering UAT, training, and documentation to support the transition to new territory models.
- 5+ years as a Salesforce Functional Consultant, ideally in a consultancy/partner environment.
- Proven experience leading Enterprise Territory Management projects.
- Strong understanding of Sales Cloud best practices and sales operations.
- Varicent/SPM experience is highly beneficial. Education
Bachelor's Degree
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