Client Success & Workflow Automation Engineer

Acquire Intelligence; Philippinen; Vor Ort; PHP 600.000 - 1.200.000; Vollzeit

Zusammenfassung

Acquire Intelligence in the Philippines seeks a skilled solutions consultant to lead discovery sessions and optimize client processes within our global outsourcing framework. You will guide platform configuration, define requirements, and craft documentation to support implementations.

You will deliver training, collaborate with Product Development, Data Services and Analytics, and produce detailed technical deliverables across Salesforce and secondary platforms.

Qualifikationen

• Lead discovery sessions to understand current and desired business processes.
• Assist clients in optimizing platform usage via workflow guidance and integration opportunities.
• Prepare clear client requirements and design specifications for implementation.

Aufgaben

• Lead discovery sessions to understand existing and desired business processes.
• Assist clients in optimizing their use of application platform via workflow guidance or by identifying automation, proactive monitoring, and integration opportunities.
• Promote consistent design and best practice methodologies to solve problems across multiple customer stakeholders.
• Deliver high-quality documentation of client requirements and design specifications for implementation.
• Deliver training tailored to customer specific configuration and business requirements telephonically and in-person.
• Work closely with other departments including Product Development, Data Services and Analytics.
• Produce deliverables on primary Saleforce.com platform including configuration and workflows, detailed technical documentation, and unit test plans.
• Produce deliverables or specifications on secondary platforms including Adobe, Conga, Insights, IBM Cognos, and Crystal Reports.
• Prioritize deliverables in conjunction with the Customer stakeholders and Riskonnect resources.
• Participate in customer status calls.
• Manage escalations and expectations for both the client and internal personnel.
• Possess effective written and verbal communication skills to communicate with colleagues, clients, and vendors; must demonstrate strong active listening and follow-up skills.

Kenntnisse

Salesforce configuration

CRM workflows

Stakeholder management

Training delivery

Technical documentation

Cross-functional collaboration

Tools

Salesforce

Adobe

Conga

IBM Cognos

Crystal Reports

Jobbeschreibung

Acquire Intelligence in the Philippines seeks a skilled solutions consultant to lead discovery sessions and optimize client processes within our global outsourcing framework. You will guide platform configuration, define requirements, and craft documentation to support implementations.

You will deliver training, collaborate with Product Development, Data Services and Analytics, and produce detailed technical deliverables across Salesforce and secondary platforms.