Success Engineer

Reasonable Accommodations Statement  

To perform this job successfully, an individual must be able to perform each essential functions satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. 

Essential Functions:  

• Lead discovery sessions to understand the existing and desired business processes. 

• Assist clients in optimizing their use of application platform via workflow guidance or by identifying automation, proactive monitoring, and integration opportunities. 

• Promote consistent design and best practice methodologies to solve problems across multiple customer stakeholders. 

• Deliver high-quality documentation of client requirements and design specifications for implementation. 

• Deliver training tailored to customer specific configuration and business requirements telephonically and in-person. 

• Work closely and successfully with other departments including: Product Development, Data Services and Analytics. 

• Produce deliverables on primary Saleforce.com platform including configuration and workflows, detailed technical documentation, and unit test plans. 

• Produce deliverables or specifications on secondary platforms including Adobe, Conga, Insights, IBM Cognos, and Crystal Reports. 

• Prioritize deliverables in conjunction with the Customer stakeholders and Riskonnect resources. 

• Participate in customer status calls. 

• Manage escalations and expectations for both the client and internal personnel. 

• Possess effective written and verbal communication skills to communicate with colleagues, clients, and vendors; must demonstrate strong active listening and follow-up skills. Possess proven time management skills to manage multiple priorities and deliver timely and accurate work.