AP - Salesforce 分析师/管理员
AP - Salesforce Analyst/Admin
注意：此职位仅用于活跃池目的。提交申请不保证获得录用。您的信息将被保存在档案中，并在有合适机会时被考虑。
职位描述
我们正在寻找一位高级Salesforce顾问，同时具备强大的业务分析能力。该职位需要支持我们的Salesforce服务工作，协助客户上线，帮助将客户需求转化为明确的交付任务，并在需要时支持手动质量保证和用户验收测试。此职位有价值，因为它可以同时支持Salesforce交付和产品采用。
主要职责
- 支持Salesforce咨询和管理服务工作。
- 与客户合作，了解业务流程、痛点、需求和期望成果。
- 将业务需求转化为清晰的用户故事、验收标准、流程图和解决方案说明。
- 支持客户上线CRM和BI系统。
- 协助数据迁移验证、配置检查、用户培训和支持文档。
- 协助团队进行客户上线活动。
- 在需要时执行手动质量保证测试，特别是在自动化质量保证能力加强期间。
- 支持用户验收测试（UAT）的准备和执行。
- 为开发人员和AI代理清晰地记录客户需求。
- 协助编写发布说明、面向客户的文档和培训材料。
- 保持强大的Salesforce和CRM流程规范。
要求
- 具备扎实的Salesforce背景。
- 具备强大的业务分析能力。
- 有直接与客户合作的经验。
- 能够开展调研会议并提出有力的流程问题。
- 能清晰且商业化的记录需求。
- 对销售、服务、客户上线和CRM流程有深入理解。
- 能执行结构化的手动质量保证测试。
- 具有较强的数据质量意识。
- 具备良好的中英文书面和口头沟通能力。
- 适应AI优先的交付环境。
- 具备Salesforce Sales Cloud经验
最初发布于Himalayas
查看英文原文
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
About the Role
We are looking for a Senior Salesforce Consultant who also has strong business analysis capability. This person should be able to support our Salesforce services work, assist with customer onboarding, help translate customer requirements into clear delivery tasks, and support manual QA and user acceptance testing where required. This role is valuable because it can support both Salesforce delivery and product adoption.
Key Responsibilities
- Support Salesforce consulting and managed services work.
- Work with customers to understand business processes, pain points, requirements, and desired outcomes.
- Translate business requirements into clear user stories, acceptance criteria, process maps, and solution notes.
- Support customer onboarding to CRM and BI.
- Assist with data migration validation, configuration checks, user training, and support documentation.
- Help team with customer onboarding activities.
- Perform manual QA testing where required, especially during the transition period while automated QA capability is being strengthened.
- Support UAT preparation and execution.
- Document customer requirements clearly for developers and AI agents.
- Assist with release notes, customer-facing documentation, and training materials.
- Maintain strong Salesforce and CRM process discipline.
Requirements
- Strong Salesforce background.
- Strong business analysis capability.
- Experience working directly with customers.
- Ability to run discovery sessions and ask strong process questions.
- Ability to document requirements clearly and commercially.
- Strong understanding of sales, service, customer onboarding, and CRM processes.
- Ability to perform structured manual QA testing.
- Strong data quality awareness.
- Strong written and verbal English communication.
- Comfortable working in an AI-first delivery environment.
- Salesforce Sales Cloud experience
Originally posted on Himalayas