Vacancy expired!
- Partner with the business to maximize the use of Salesforce to support a 360-degree view of the client.
- Partner with the Application Development team to translate business requirements.
- Keep up to date with latest releases and capabilities of applications such as Salesforce and DocuSign.
- Coordinate with stakeholders around the project intake and delivery process.
- Act as an intermediary between the operational, onboarding and client facing teams to coordinate shared solutions.
- Play an instrumental role as part of the Client Services organization, in maximizing the value of the tools and improving client experience.
- Align risk and control processes into day to day responsibilities to monitor and mitigate risk; escalate appropriately.
- Minimum of 5 years of related experience.
- Bachelor's degree preferred with Masters or equivalent experience.
- Experience with business/system analysis and requirements documentation.
- Experience/knowledge of business process re-engineering.
- Good communication skills with the ability to present non-technical details to a technical audience.
- Proficiency with Microsoft Suite (Word, Excel, PowerPoint, Visio, Project).
- Salesforce administration experience and/or certifications
- Experience with E-signature tools such as DocuSign or Adobe.
- Familiarity with Business Process Management (BPM) and client onboarding workflows.
Vacancy expired!