Strategic Success Engineer: Salesforce & Automation

Acquire Intelligence; Pasig; On-site; PHP 420,000 - 750,000; Full time

Job summary

Acquire Intelligence, a global outsourcer of contact center and back office services, seeks a skilled professional to lead discovery, optimize client workflows, and deliver Salesforce-driven configurations and documentation.

You will train clients, coordinate with Product Development and Data Analytics, and manage stakeholder expectations in a dynamic, client-focused environment in the Philippines.

Responsibilities

• Lead discovery sessions to understand existing and desired business processes.
• Assist clients in optimizing their use of application platform via workflow guidance and by identifying automation 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 Salesforce platform including configuration and workflows, detailed technical documentation, and unit test plans.
• Produce deliverables on secondary platforms including Adobe, Conga, Insights, IBM Cognos, and Crystal Reports.
• Prioritize deliverables with Customer stakeholders and Riskonnect resources.
• Participate in customer status calls.
• Manage escalations and expectations for both the client and internal personnel.
• Communicate clearly with colleagues, clients and vendors; demonstrate active listening and time management to handle multiple priorities.

Job description

Acquire Intelligence, a global outsourcer of contact center and back office services, seeks a skilled professional to lead discovery, optimize client workflows, and deliver Salesforce-driven configurations and documentation.

You will train clients, coordinate with Product Development and Data Analytics, and manage stakeholder expectations in a dynamic, client-focused environment in the Philippines.