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)
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).
