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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce Administration and Configuration, with a strong focus on Customer Success solution design and process definition methodologies. Proficient in data analysis and utilizing metrics for decision-making to enhance customer operations and success.
Highest-signal resume keywords
Salesforce Administration & ConfigurationCustomer Success Solution DesignData AnalysisProcess Definition MethodologiesMicrosoft Visio
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceCustomer Success TechnologyProcess DefinitionData AnalysisSystem ConfigurationUser Story DevelopmentPerformance ImprovementOperational EfficiencyDocumentation DesignWorkflow Design
Soft Skills
CollaborationCommunicationAnalytical ThinkingProblem-SolvingStrategic Planning
Tools & Technologies
Salesforce EcosystemGongCertiniaGainsightMicrosoft Visio
Industry Keywords
Customer OperationsCustomer JourneyCustomer Health ScoresAdherence MonitoringCross-Functional Collaboration
About the role
Key responsibilities & impact- Support the Leadership Team of Application Services, focusing on customer operations and customer success
- Ensure adoption, operational effectiveness, and renewals throughout the customer journey
- Collect current policies and procedures, business requirements, and operational efficiency improvements
- Design workflows, documentation, education, and adherence monitoring efforts
- Ensure optimal usage of Salesforce Ecosystems, Gong, and Certinia
- Partner with cross-functional departments to understand business needs and impacts on Gainsight and core customer systems
- Support services-team strategy development and manage customer success process mapping, documentation, and implementation
- Determine contributors to customer health and configure customer health scores
- Prepare preliminary project documentation describing business-change objectives and expected benefits
- Analyze technology solutions and recommend best-practice approaches
- Develop and prioritize user stories aligned with business process changes and technical designs
- Participate in sprint planning, design reviews, and sprint reviews
- Drive system configuration, development, and enhancements with the application team
- Use metrics and system-derived analytics for fact-based decision-making
- Conduct data reviews and audits to identify performance improvement opportunities
Requirements
What you’ll need- 5+ years professional experience in Salesforce and Customer Success solution design
- Strong understanding and experience with Salesforce and Customer Success technology; Gong experience preferred
- Experience with Salesforce Administration & Configuration
- Strong understanding or experience with process definition methodologies
- Highly proficient with Microsoft Visio and/or other modeling tools
- Knowledge of data analysis to support proposed process definition, monitor adherence, and communicate performance results
Benefits
Comp & perks- Medical, dental, and vision insurance
- Remote-flexible workforce
- Wellness Programs
- 401(k) program with employer match
- Flexible paid time off
- Generous Parental Leave
- Donations for Doers
- Pet insurance, legal and identity protection
- Tuition reimbursement program
