Description
Requirements
The expert will work closely with business teams to understand customer engagement goals, loyalty concepts, reward structures, and operational processes, then convert these requirements into a clear Salesforce Loyalty Management solution design and roadmap.
Responsibilities
Loyalty Strategy & Solution Design
– Collaborate with business stakeholders to understand and shape loyalty program ideas and objectives.
– Translate business concepts into scalable Salesforce Loyalty Management capabilities and technical requirements.
– Define loyalty program structures including tiers, points models, rewards, campaigns, promotions, and customer journeys.
– Advise the business on Salesforce Loyalty Management best practices, limitations, and implementation approaches.
– Support discovery workshops, requirement gathering sessions, and solution brainstorming.
– Create solution concepts, process flows, and implementation recommendations.
Salesforce Platform Expertise
– Design future-state Salesforce Loyalty Management architecture and integration approach.
– Customize loyalty workflows, automation, approval processes, and member experiences.
– Ensure seamless integration with external systems such as POS, eCommerce, ERP, and payment gateways.
– Maintain data integrity, security, and governance standards.
Stakeholder Collaboration
– Gather business requirements and translate them into scalable Salesforce solutions.
– Work closely with marketing, customer service, IT, and product teams.
– Conduct workshops, demos, and user training sessions.
– Provide strategic recommendations to improve loyalty performance.
Support & Optimization
– Support implementation planning and provide guidance to delivery and development teams.
– Identify opportunities for automation and process improvement.
– Stay current with Salesforce releases and loyalty management best practices.
Years of experience
– 5+ years of Salesforce experience.
– Proven experience with Salesforce Loyalty Management solution design or implementation.
– Strong experience in translating business requirements into Salesforce-based customer loyalty solutions.
– Experience leading discovery workshops and working with cross-functional business stakeholders.
– Experience in retail, travel, hospitality, telecom, or customer-centric industries is preferred.
– A successful Salesforce Loyalty Expert combines technical Salesforce expertise with customer engagement strategy experience.
– The ideal candidate is customer-focused, data-driven, collaborative, and capable of delivering scalable loyalty solutions that enhance customer satisfaction and business growth.
Functional Skills
– Ability to translate business needs into technical solutions.
– Experience in Agile project delivery environments.
– Salesforce Loyalty Management
– Salesforce Sales Cloud
– Salesforce Service Cloud
– Salesforce Experience Cloud
– Salesforce Marketing Cloud
– MuleSoft / Integration Platforms
– Jira / Confluence
Technical Skills
– Strong expertise in Salesforce Loyalty Management.
– Experience with Salesforce CRM platform configuration and administration.
– Knowledge of Flow, Process Automation, APIs, and integrations.
– Familiarity with Experience Cloud and Marketing Cloud.
– Understanding of customer engagement and loyalty program strategies.
– Salesforce Administrator Certification.
– Salesforce Loyalty Management Accreditation.
– Salesforce Business Analyst Certification.
– Salesforce Marketing Cloud Certification (preferred).
– Salesforce Consultant Certifications (preferred).
Soft Skills
– Strong analytical and problem-solving abilities.
– Excellent communication and stakeholder management skills.
Languages
– Fluency in English (mandatory)
Observações
Serão considerados consultores com conhecimentos funcionais e técnicos de Salesforce Core e experiência em projetos de Loyalty, independentemente da plataforma utilizada.
Profissionais com experiência em Comarch Loyalty Management, Maxxing ou outras plataformas de Loyalty também poderão ser considerados.
Benefits
Fornecimento de equipamento informático para prestação do serviço
Seguro saúde ao consultor
Formação de idiomas: curso de inglês (ou outro idioma de interesse do projeto)
Suporte jurídico: custos dos *serviços advocatícios* necessários para o processo migratório
PLR – Prêmio anual de atingimento de metas (empresa e contrato)
Suporte contábil: apoio no pagamento de serviço de contabilista
Fatura "fechada". Receber 21 dias sempre, independente de feriados
Bônus – Dias não trabalhados mas remunerados (por período de contrato). A cada "x" meses de trabalho, será acumulado 1 dia (disponível para utilização).