Associate Director – Salesforce Service and Experience Cloud

Job not on LinkedIn

🕒 March 10

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Logo of Riveron

Riveron

1001 - 5000 employees

🤝 B2B

💸 Finance

B2B • Finance

Riveron is a national business advisory firm that partners with CFOs, private equity firms, lenders, and corporate leaders to improve accounting, finance, technology, and operational performance. The firm provides hands-on consulting across accounting advisory, transaction services (M&A, buy/sell-side diligence), tax advisory, restructuring and turnaround, interim management, governance/risk/compliance, capital markets advisory, ESG consulting, and technology enablement (ERP, automated reporting and AI-enabled finance solutions). Riveron focuses on implementing practical solutions from strategy through execution to increase transparency, drive transformation, and support complex transactions and capital events.

📋 Description

• Understand service processes and translate them into Salesforce solutions. • Document functional requirements and create solution design. • Map requirements with OOB features and identify need for customization • Guide clients to make buy vs build decisions. • Prepare Solution design, System Architecture and Entity Relationship Diagram • Configure Service Cloud features such as Case Management, Knowledge, Omni-Channel, Entitlements, Digital Engagement, Chat Bots and CTI. • Implement field Service and Survey’s • Implement App Exchange products such as products such as CTI (Nice Incontact / TalkDesk etc), Survey Monkey, OwnBackup • Create reports and dashboards as per client requirement. • Configure Single Sign on • Identify integration requirements and suggest approach • Build and customize Experience Cloud sites for customers and partners. • Configure Experience Cloud features such as Experience Builder, Customer Service, Partner Central, Self-Service Portals, Knowledge and Chatter • Customize Experience Cloud templates for branding and usability. • Ensure responsive design and accessibility across devices. • Prepare configuration runbooks and guide development team • Conduct user training sessions and create documentation

🎯 Requirements

• 10 plus Years of Experience in Salesforce with Strong understanding of Service and experience Cloud • Must have done more than two end to end implementations of Service and Experience Cloud • Hands on experience on OOB features of Service and Experience Cloud • Hands on experience on various automation features such as flows. • Strong Knowledge of Apex and LWC • Knowledge of Single Sign on • Knowledge of integrations with NetSuite and ERP with REST/SOAP APIs and middleware such as MuleSoft, Boomi • Knowledge of Agentforce • Excellent communication skills

🏖️ Benefits

• medical, dental, and vision insurance • 401(k) with company match • PTO

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