Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud
Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements
Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation
Support the configuration and optimization of Service Cloud agents, case routing, and automation processes
Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations
Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools
Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements
Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments
Support the broader implementation of Salesforce Service Cloud across the School of Social Work and affiliated departments
Qualifications:
Required:
3+ years of experience in business process analysis, operations, or systems implementation
Proven experience working with Salesforce, especially Service Cloud
Strong understanding of workflow automation, agent optimization, and CRM adoption strategies
Excellent communication and facilitation skills, with the ability to advise and influence stakeholders across all levels
Experience leading cross-departmental meetings and developing actionable insights
Demonstrated ability to work within a complex organizational structure such as higher education
Preferred:
Familiarity with higher education business processes, especially student advising, case management, and academic support
Experience supporting technology rollouts or CRM optimization across multiple business units
Salesforce certifications (e.g., Administrator, Business Analyst, or Service Cloud Consultant)
Experience with tools such as Salesforce Knowledge, Omni-Channel, Einstein Search, or Service Console