Salesforce Functional Consultant – Commercial

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

About This Job

The main purpose of this job is to serve as a strategic partner to the Commercial Line of Business, providing system analysis, design, and first-level support for Salesforce users. This role promotes user adoption and data integrity, collaborates on system enhancements, and drives process improvements through thoughtful analysis and documentation.

Essential Functions

• Analyze business needs and translate them into functional Salesforce solutions

• Gather, document, and validate business and system requirements; define scope and objectives

• Facilitate consultative meetings and document functional specifications, process models, diagram flows, and user stories in collaboration with project teams

• Document product backlog items and support reporting needs for enhancements. Prioritize features and enhancements based on business impact and complexity.

• Support CRM project phases including documentation, QA and UAT testing, and implementation

• Provide first-level support for Salesforce users, resolving issues and answering inquiries

• Maintain accurate records of support activities and user interactions

• Investigate and document system-level problems; recommend and implement solutions

• Partner with development teams to address reported issues and test enhancements

• Promote best practices to ensure data quality and consistency across Salesforce

• Collaborate with sales teams to support reporting needs, resolve data issues and improve system accuracy

• Drive user engagement and adoption strategies across business lines

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong analytical and problem-solving skills with a consultative mindset

• Empathetic and customer-focused approach to user support

• Ability to learn new processes quickly and critical thinking skills

• Ability to provide high quality support in an environment where reliability and punctuality are highly valued 

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile, collaborative, and strong team player with excellent written, verbal, and interpersonal communication skills; able to engage stakeholders at all levels

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Teams, Visio, and Outlook  

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required

• 3+ years experience working with Salesforce or similar CRM system

*Hybrid Schedule: In office 2 day per week 

**Level of role is determined by knowledge, experience, skills, abilities, and education

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Salesforce Functional Consultant II and III – Commercial job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $107,000 annually.

#LI-Hybrid

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type: