CRM Analytics consultant
Key Responsibilities
- Understand and capture current and future-state business processes, provide gap analysis, and propose value-added improvements.
- Prepare detailed project artefacts, including: business scope and requirements, user stories/user scenarios, wireframes, process maps, screen flow diagrams, business rules, business data models, user security needs, test plans, and project plans.
- Use a variety of techniques for capturing requirements including interviews, backlog grooming sessions, and use case and development
- Drive requirements discovery sessions and workshops with end users or SME’s-Manage project backlogs, issues, risks, dependencies, scope, communications, and status.
- Translate the requirements to configurations in Salesforce applications and platforms in terms of page layouts, custom fields, processes, workflows, user access setups, reports and dashboards.
- Coordinate and manage UAT with the business
- Provide clarifications to developers and QAs in resolving defects.
- Create training documents and Train users in person or remotely.
Must-Haves :
- Bachelor’s degree required, preferably in Business Administration, Management Information System, Computer Science, Communications, or related discipline
- 4 – 6 years of experience working with large, complex, Salesforce implementation projects as a consultant.
- Demonstrated experience defining and documenting business and system requirements in an agile environment.
- Extensive experience with the use and continual improvements of a Salesforce.com implementation and AppExchange solutions.
- Creative problem solver, willing to explore new ideas
- Excellent communicator with both business leadership and deeply technical team members.
- Ability to prioritize numerous, and competing high-priority asks
- Experience in implementing Salesforce Sales Cloud, Service Cloud, Health Cloud, Community Cloud, CPQ and AppExchange applications
- Expert knowledge in: Workflows, process builders, reports/dashboards, validation rules.
- Nice to have knowledge: Lighting Web Component (LWC), Javascript, HTML, flows/flow triggers
- Excellent project planning and management skills
- Curious and self-motivated , Strong analytic and process-oriented mindset
- Experience with Tableau CRM and Einstein analytics
Certifications
Must have Tableau CRM and Einstein consultant Certification
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