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Salesforce Sr. Specialist (Service Cloud) (2020-9252)

Plano, TX, United States


Job Description


Fisher Investments' rapidly growing 401k Solution is changing the way everyday Americans can retire with dignity. Your customer service expertise will help implement workflows in our service technology stack to serve those clients.


The Opportunity:


Your proven track record of configuring customer success technology solutions will make an immediate impact. The Salesforce Sr. Specialist (Service Cloud) is a senior role within the Revenue Operations Department. You will work cross-functionally to help drive development of revenue processes and tools. You will engage with information technology, RevOps Solutions Architecture, Business Intelligence, Customer Success, Client Experience, Marketing, and Sales Operations.


The Day-to-Day:

  • Translate detailed business requirements into features of Salesforce Service Cloud and related tools supporting customer success, channel, client experience, marketing automation, and business intelligence
  • Configure advanced Salesforce Service Cloud capabilities with respect to full client lifecycle.
  • Test, debug and fix Salesforce feature bugs across Configuration, Apex Code, Process Builder, and Triggers, with an understanding of Lightning components.
  • Create flowcharts, or diagrams, which describe the systematic flow of a process and highlight the relationship between major parts of a system. 
  • Develop and maintain call center infrastructure including automatic call distributors, integrated voice response units, computer-telephony integration, and queue management.
  • Develop scope, estimates and detailed business requirement documents from which system/applications will be developed and maintained.
  • Collaborate with technology systems development teams on test planning to identify test data requirements and/or scenarios.

Your Qualifications:

  • Experienced success developing, configuring, and administering Salesforce ServiceCloud, Salesforce SalesCloud and related technologies. Having related Salesforce certification(s), or equivalent professional experience and a willingness to become certified in the future.
  • Experienced success supporting both sales and customer success teams.
  • Ability to effectively manage technical projects, creating the required documentation.
  • Excellent written and verbal communication skills, comfort with presenting information to a wide audience.

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more


We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace!


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.





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