Specialist, Salesforce CRM at Pearson

, , India -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Salesforce Service Cloud, Case Management, Omni-Channel Routing, Knowledge Base, Digital Engagement, Service Console, Functional Architecture, Solution Design, Data Models, Agile, Scrum, Stakeholder Management, Business Process Modeling, Requirements Elicitation, UAT Planning, CRM Strategy

Industry

education

Description

Key Responsibilities * Serve as the functional design authority for Salesforce Service Cloud, owning end‑to‑end solution design across customer service, contact center, and support operations. * Partner closely with business leaders, Product Owners, and delivery teams to translate business strategy and service objectives into scalable, best‑practice Service Cloud solutions. * Lead functional architecture and solution design for Service Cloud capabilities including Case Management, Omni‑Channel routing, Knowledge, Digital Engagement, Service Console, and integrations with upstream and downstream systems. * Define and maintain future‑state service processes, data models, and functional architecture aligned to Salesforce platform standards and enterprise CRM strategy. * Own the creation and validation of high‑level functional designs, solution blueprints, and cross‑cloud interaction patterns (e.g., Service Cloud with Sales, Marketing, or external platforms). * Provide architectural guidance to Business Analysts, Administrators, and Developers, ensuring requirements and configurations align with the approved functional design. * Evaluate solution options, trade‑offs, and impacts, ensuring consistency, reusability, and long‑term platform sustainability. * Establish and enforce Service Cloud design standards, patterns, and governance, including configuration best practices and functional guardrails. * Support Agile delivery by guiding backlog prioritization, refining epics and features, and ensuring sprint work aligns with the target architecture. * Lead functional reviews, design walkthroughs, and solution sign‑offs prior to build and deployment. * Collaborate with testing and release teams to validate that delivered solutions meet architectural intent and business outcomes. * Act as a trusted advisor to stakeholders on Salesforce Service Cloud capabilities, limitations, and roadmap opportunities to improve customer experience and operational efficiency Required Experience & Skills Salesforce & CRM Expertise * Extensive experience designing and delivering Salesforce Service Cloud solutions in complex, enterprise‑scale environments. * Deep functional expertise in Service Cloud features such as Case Lifecycle Management, Omni‑Channel, Knowledge Base, Digital Engagement, SLAs, queues, and escalation models. * Strong understanding of customer service and contact center operating models, including agent workflows, performance metrics, and service KPIs. * Proven ability to define functional architectures, including process models, data relationships, and system interaction patterns. * Experience working across the full Salesforce delivery lifecycle, from discovery and design through build, testing, and release. * Demonstrated leadership in guiding and mentoring Business Analysts and functional team members. * Strong stakeholder management skills, with the ability to influence decisions at both business and technical leadership levels. * Excellent communication skills, capable of articulating complex architectural concepts to technical and non‑technical audiences. * Experience operating in Agile / Scrum environments, with a strong understanding of epics, features, user stories, and incremental delivery. * Familiarity with Salesforce governance, release management, and enterprise CRM operating models. * Salesforce certifications such as Service Cloud Consultant, Salesforce Administrator, or Business Analyst are strongly preferred Business Analysis Skills * Proven ability to elicit requirements using interviews, workshops, and process reviews. * Strong experience writing user stories, functional requirements, and acceptance criteria. * Skilled in business process modeling and documentation (e.g., current‑state and future‑state process flows). * Experience supporting UAT planning and execution in Agile or hybrid delivery models. Sales & Revenue Domain Knowledge * Understanding of sales lifecycle processes including pipeline management, forecasting, quoting, and revenue tracking. * Experience working with Sales Operations or Revenue Operations teams is strongly preferred. * Ability to translate sales KPIs and metrics into meaningful CRM reporting requirements. Collaboration & Communication * Strong stakeholder management skills with the ability to communicate effectively across business and technical audiences. * Comfortable facilitating discussions, managing competing priorities, and driving consensus. * Ability to work in cross‑functional, matrixed enterprise environments. Tools & Methodologies * Experience working in Agile/Scrum or SAFe delivery environments. * Familiarity with tools such as Jira, Azure DevOps, Confluence, Lucidchart, or similar BA and delivery tools. * Salesforce Business Analyst, Salesforce Administrator, or Sales Cloud Consultant certification is a plus.

Responsibilities

The specialist will serve as the functional design authority for Salesforce Service Cloud, owning end-to-end solution design across customer service and support operations. This involves leading functional architecture, defining future-state processes, and ensuring configurations align with enterprise CRM strategy and platform standards.