Salesforce CX Sr. Consultant

Company Bio: 

SaaSCG is a Salesforce and NetSuite consulting firm focused on best practice transformations for high growth companies. We leverage our business expertise and technical acumen to deliver leading cloud-based solutions that help our customers automate workflows and gain actionable insight across their organization. Additionally, we have extensive experience working with successful private equity firms to accomplish strategic initiatives within their portfolio companies. We view our customer engagements as long-term partnerships built on relationships, trust, respect, and Servant Leadership.
 

Profile:

Sr. Salesforce CX Consultants at SaaSCG play a key leadership role within our Salesforce CX practice. They have a passion for enabling companies to more effectively operate their businesses through the use of Salesforce, together with the implementation of leading business practices. As a leader, they possess the desire to serve customers in a value-adding way. Sound like you? Then, SaaSCG might just be your next home. 

Essential Duties (General):

• Lead clients in defining Salesforce implementation project objectives and scope – particularly Customer Experience/Customer Success 
• Lead and/or support business requirements gathering and process mapping sessions, including company setup, system security, opportunity and quote management, customer service and customer success management business processes 
• Configure best practices in Salesforce to address business requirements, workflows & approvals and related processes 
• Build reports, views and dashboards that provide comprehensive and actionable business intelligence for project specific requirements 
• Establish and oversee the customer's initial adoption, training and development of best practices to build a strong foundation before and during initial rollout 
• Communicate effectively with project team members, customers and managers 
• Project administration, including hours tracking, requirements documentation, testing documentation, source code repository protocols and other related activities, including deployment, change management, and adoption. 
• Continuing education to advance skills, which may include a combination of self-study and instructor led training, seminars, certifications, etc. 

Essential Duties (CX Specific):

• Develop an understanding of general Customer Success best practices in order to lead successful customer engagements for Customer Success teams and organizations 
• Develop understanding of internal Customer Experience Application in order to design, develop and customize business processes based on project specific requirements 
• Assist in the deployment, configuration and maintenance of the Customer Experience Application for new and existing customers on a project by project basis 
• Assist in the internal development of the internal CX Application based on feature enhancements from internal team and customer base as permitted by the SaaSCG approval committee 
• Continuing education to advance skills on related platforms, such as survey tools and/or supplemental Customer Success Applications 

Role Requirements: 

• At least 2 year’s experience with Salesforce 
• At least 2 year’s experience in practical Sales Operations, Sales, Account Management, Consulting, Operational/Accounting role(s) in the software industry 
• Bachelor’s Degree in Business, Information Systems or other related disciplines