Salesforce Case Management Efficiency Consultant

25 ago - Milano
Seargin

Location

Milan

Country

Italy

Form of employment

B2B

Experience level

Senior

Responsibilities

- Workflow Analysis
- Observe and document customer service workflows using Salesforce case management across email and voice channels.

- Process Mapping

- Map current processes, pain points, system interactions, and unnecessary steps affecting agent productivity.

- Integration Assessment

- Identify system switching, integration gaps, and additional work caused by disconnected Salesforce and other business systems.

- Diagnostic Evaluation

- Assess adoption, training effectiveness, technology gaps, and opportunities for quick wins or structural improvements.

- Automation Assessment

- Review existing back-office processes and automations to identify opportunities for future customer service automation.

- Recommendations & Productivity Analysis

- Propose process, technology, integration, adoption, and training improvements while assessing productivity gains, feasibility, and scalability.

- AI Roadmap Support

- Provide insights supporting the future expansion of Voice and Mail AI Agents and related customer service automation.

Requirements

- Consulting Experience
- Proven experience in business process optimization, operational efficiency, or systems consulting within complex environments.

- Customer Service Operations

- Hands-on experience in back-office customer service environments with practical understanding of agent workflows.

- Salesforce Knowledge

- Familiarity with Salesforce, case management systems, CRM implementations, and customer service technology processes.

- Workflow Analysis Skills

- Strong ability to observe, document, analyze, and synthesize operational workflows into actionable insights.

- Analytical Problem Solving





- Ability to identify inefficiencies, integration gaps, productivity barriers, and realistic opportunities for improvement.

- Communication Skills

- Excellent written and verbal communication skills for presenting findings and recommendations to leadership.

- Italian Language Skills

- Fluent Italian required for on-site engagement in Milan and effective communication with customer service teams.

What we offer

- B2B Contract
- Employment based on a B2B contract

- Stable and Dynamic International Firm

- Opportunity to work in a stable, dynamically developing international company

- Engaging Projects and Latest IT

- Chance to participate in interesting projects and work with the latest information technologies

- Competitive Rates

- Attractive remuneration rates offeres

- Renowned International Projects

- Involvement in the most prestigious international project

- MultiSport and Private Medical Care

- MultiSport and Private Medical Care

Nice to have

- ERP Integration Knowledge
- Experience with SAP or other ERP system integrations supporting customer service operations.

- Transformation Experience

- Previous experience delivering customer service transformation or operational efficiency improvement projects.

- Automation Experience

- Experience with customer service automations, including VBA or similar solutions, and related process optimization.

- AI & Voice Automation

- Experience with AI Agents, Voice/Mail automation, or customer service automation platforms and solutions.

- Training & Adoption

- Experience supporting training, technology adoption, and change initiatives within customer service organizations.

- Italian Market Knowledge

- Knowledge of the Italian business environment and customer service practices.

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