Senior Functional Consultant - Sales & Revenue Management

About the Role

Trigg Digital is looking for a Senior Functional Consultant - Sales & Revenue Management to join our UK team. We’re a Salesforce Summit Partner and member of the Claude Partner Network, helping ambitious organisations transform sales, revenue and customer operations across Salesforce, data and agentic AI to deliver measurable business outcomes.

You’ll lead functional work streams across complex B2B Salesforce programmes, with a particular focus on Sales Cloud and Agentforce Revenue Management, while working across the wider Salesforce ecosystem including Service Cloud, Experience Cloud, Marketing Cloud, Data 360, Slack, Agentforce and analytics capabilities.

This is a hands‑on, client‑facing role for someone who understands how B2B sales and revenue organisations operate and can translate complex business requirements into pragmatic, scalable Salesforce solutions.

If you want to work on cutting‑edge Salesforce and AI projects and help shape how Agentforce, Claude and agentic AI are applied to real business problems, this is a great opportunity to do it.

• Lead client discovery, requirements gathering and functional solution design across complex B2B sales, revenue and customer transformation programmes, including multi‑system and highly customised Salesforce environments, working closely with Sales, Rev Ops, Finance, Customer Success and other business stakeholders.
• Design and configure solutions across Sales Cloud and Agentforce Revenue Management, covering the end‑to‑end B2B customer and revenue lifecycle from lead generation, qualification and onboarding through opportunity, pipeline and territory management, product and pricing, quoting, approvals, contracts, orders, subscriptions and billing, to renewals, retention and growth, including integrations with ERP, finance and other downstream platforms.
• Design solutions that make effective use of the wider Salesforce platform, including Service Cloud, Experience Cloud, Marketing Cloud, Data 360, Slack, Agentforce and analytics capabilities.
• Identify and shape practical use cases for Agentforce, Claude and agentic AI, helping clients determine where Salesforce‑native automation, AI agents or LLM‑based capabilities are the right fit and how they can work together safely across data, permissions and business processes.
• Help clients improve sales effectiveness, Rev Ops and user adoption through intuitive processes, automation, reporting and enablement.
• Produce clear user stories, acceptance criteria, process designs and functional documentation, working closely with architects, developers, project teams and senior client stakeholders from discovery through to go‑live.

• 5+ years’ Salesforce consulting experience, ideally within a Salesforce partner, with demonstrable experience leading complex client‑facing functional work streams.
• Recent, hands‑on Agentforce Revenue Management / Revenue Cloud Advanced / Revenue Lifecycle Management implementation experience is essential.
• Strong experience delivering Salesforce solutions for B2B sales and revenue organisations, with strong Sales Cloud knowledge and a good understanding of Rev Ops, pipeline management, forecasting, commercial reporting and end‑to‑end lead‑to‑cash / quote‑to‑cash processes.
• Strong experience designing complex B2B data models, account hierarchies and commercial processes within Salesforce.
• Good understanding of enterprise integrations, security, permissions and operational reporting, including integrations with ERP, finance, billing and other downstream platforms via technologies such as Mule Soft, Informatica or equivalent middleware.
• Experience across multiple Salesforce products such as Service Cloud, Experience Cloud, Marketing Cloud,…