Customer Success & Workflow Automation Engineer

Acquire Intelligence; Pasig; On-site; PHP 350,000 - 700,000; Full time

Job summary

Acquire Intelligence is seeking a dedicated professional to lead discovery sessions, identify automation opportunities, and guide clients in optimizing their use of Salesforce and related platforms. You will deliver high-quality documentation, tailor training to client configurations, and collaborate across Product Development, Data Services, and Analytics.

Candidates should communicate clearly, manage multiple priorities, and handle escalations effectively while delivering precise

Responsibilities

• Lead discovery sessions to understand existing and desired business processes.
• Assist clients in optimizing their use of the 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 and successfully 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. Possess proven time management skills to manage multiple priorities and deliver timely and accurate work.

Tools

Salesforce

Adobe

Conga

Insights

IBM Cognos

Crystal Reports

Job description

Acquire Intelligence is seeking a dedicated professional to lead discovery sessions, identify automation opportunities, and guide clients in optimizing their use of Salesforce and related platforms. You will deliver high-quality documentation, tailor training to client configurations, and collaborate across Product Development, Data Services, and Analytics.

Candidates should communicate clearly, manage multiple priorities, and handle escalations effectively while delivering precise