Purpose Statement
To be a client engagement agent who can apply and provide data, systems know how to support, track, develop and improve basic client engagement programmes, campaigns and prompts throughout the client engagement life cycle
To conceptualise, articulate, design and build, basic Client Relationship Management (CRM) solution designs, in relation to specific communication programmes, campaigns, and prompt business requirements.
Experience
Minimum:
1-2 yrs. technical Salesforce CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
Operating in an environment practicing Agile methodology.
Ideal:
1 years' experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view
1 years program or business engineering experience project experience.
Qualifications (Minimum)
A relevant tertiary qualification in Information Technology or Similar
Qualifications (Ideal or Preferred)
A relevant qualification
Knowledge
Minimum:
Salesforce Marketing Cloud (or similar CRM system)
Salesforce CRM (or similar CRM system)
Process engineering
Analytics and modelling
System integration, APIs
Customer relationship management principles, tools, and methods
Understanding of data, modelling, selection, systems, and integration points in respect of a client centric view.
Stakeholder engagement and management principles and practices
Agile methodology
Ideal:
CX or CE Journey mapping
Technical CRM program building
AI modelling
Digital channel development and integration
Skills
Analytical Skills
Communications Skills
Interpersonal & Relationship management Skills
Planning, organising and coordination skills
Problem solving skills