Description

  • 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

Education

Any Gradute