Deep Domain Expertise: Proven experience supporting Professional Services and Customer Success functions, with a strong understanding of service delivery lifecycles, resource management, customer health scoring, and renewal processes.
Clarizen & Gainsight Proficiency: Hands-on functional and configuration knowledge of Clarizen (or similar PSA tool like OpenAir/FinancialForce) and Gainsight (or similar CSM tool like ChurnZero/Catalyst).
SFDC/CRM Integration Mastery: Expert understanding of Salesforce (SFDC) architecture, including data models, object relationships, and the technical requirements for integrating external systems (Clarizen, Gainsight) with the core CRM.
M&A Integration & Analysis: Demonstrated ability to perform comprehensive gap analysis, process modeling, and requirements definition specifically within a post-M&A integration context.
Data Migration & Quality Management: Advanced skill in developing data migration strategies, creating complex data mapping documents, defining transformation logic, and leading data cleansing efforts for critical business applications.
Requirements Management & Agile: Highly proficient in translating complex business processes and strategic goals into detailed functional requirements, user stories, and acceptance criteria in an iterative (Agile) environment.
UAT Leadership & Stakeholder Communication: Proven ability to lead User Acceptance Testing (UAT), coordinate cross-functional stakeholders (PS, CS, IT), and manage expectations throughout the integration lifecycle.
Required: Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related quantitative field.
Preferred: Master's degree (MBA or equivalent) or relevant professional certifications, such as a Certified Business Analysis Professional (CBAP) or Project Management Professional (PMP).
M&A/Agile Certification: Certification or demonstrated coursework in M&A integration methodologies, or formal training in Agile/Scrum methodologies (e.g., Certified ScrumMaster or Product Owner) is highly beneficial.
Systems Certification: Specific vendor certifications for enterprise-level applications (e.g., Gainsight Admin, Clarizen Certified Professional, or Salesforce Administrator) are a strong advantage.
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