Requirement Gathering & Specifications: Partner with customers to identify and document configuration requirements. Develop precise specifications to guide customizations and process improvements.
Process Analysis and Optimization: Evaluate and improve customer processes, recommending modifications and automation opportunities to streamline operations and improve efficiency. Create and validate reports to support data-driven decisions and processes.
Customer Relationship Management: Build and maintain strong relationships with client stakeholders to ensure engagement and satisfaction. Serve as the primary point of contact throughout the implementation and training phases, addressing client inquiries and providing regular updates.
Continuous Learning and Knowledge Sharing: Develop and maintain training resources, guides, and knowledge-sharing tools for clients and internal teams. Stay updated on industry best practices and new Salesforce features, integrating insights to enhance Quick Start Suite delivery.
Ad Hoc Analysis: Conduct targeted analyses to troubleshoot and resolve specific operational issues or optimize current processes.