• Conduct deep-dive discovery sessions with stakeholders, interviews, and "day-in-the-life" shadowing to understand user pain points.
• Identify the root causes of operational friction rather than just documenting surface-level symptoms.
• Translate complex business needs into clear, actionable user stories and functional requirements.
• Partner closely with Salesforce Admins and Developers to brainstorm solutions that leverage out-of-the-box Salesforce functionality first.
• Act as the voice of the user during technical design sessions to ensure the final product meets the actual business need.
• Balance immediate "quick-fix" requests with long-term platform scalability.
• Define acceptance criteria and lead the User Acceptance Testing (UAT) process.
• Validate that delivered features solve the identified problems and don't introduce new regressions.
• Create and maintain clear documentation for new processes and system enhancements.
• Manage the project backlog, providing clear updates on status, risks, and timelines to stakeholders.
• Proactively communicate platform changes to the user base to ensure high adoption and minimal disruption.
• Facilitate meetings between cross-functional teams to align on priorities.
• Empathetic: You possess a genuine commitment to the user experience, driven by a desire to simplify processes and make our user’s workflows more usable and efficient.
• Solution-Oriented: You go beyond simply identifying obstacles; you proactively arrive with effective ideas to resolve them.
• Adaptable: You are comfortable pivoting seamlessly between immediate quality of life improvements and larger, more complex projects.