Lead the implementation of Salesforce Loyalty Management for a large-scale retail client.
Design loyalty program structures including earning/redeeming points, tiered membership, promotions, and expiry rules.
Collaborate with business stakeholders to gather requirements, translate them into scalable loyalty rules and workflows.
Integrate Salesforce Loyalty with Commerce Cloud, Service Cloud, and Marketing Cloud for a seamless customer experience.
Build custom components using Flows, Process Builder, and Apex as needed.
Create user stories and configuration documentation for loyalty program setup.
Perform UAT, training, and provide post-go-live support to internal teams.
Develop and deliver dashboards and reports to measure member engagement, program success, and customer lifetime value.
5+ years of overall experience in the Salesforce ecosystem.
Minimum 1 full-cycle implementation of Salesforce Loyalty Management (must have).
Strong understanding of loyalty program structures (points-based, tier-based, promotions).
Expertise in Salesforce core technologies including Experience Cloud, Service Cloud, and Marketing Cloud.
Hands-on with Salesforce customization using Flows, Apex, and Lightning Web Components (LWC).
Experience integrating Salesforce with POS or transactional systems via REST/SOAP APIs.
Excellent communication skills and the ability to work with cross-functional teams.
Advice, support, and help on a successful implementation of Salesforce Loyalty Management for Rewards program
Divide this initiative into three categories from a customer and Upbound standpoint – Intent, Transact, and Optimize.
Salesforce Certifications: Loyalty Management, Administrator, Platform App Builder, or Developer.
Retail industry experience or having worked with retail clients on customer engagement projects.
Experience using Salesforce Reports and Dashboards for loyalty analytics.
In a previous role, the consultant led the implementation of a tier-based loyalty program for a national fashion retailer. The project involved integrating Salesforce Loyalty Management with POS and e-commerce platforms, setting up personalized promotions based on customer behavior, and implementing real-time point redemption at checkout. Post-deployment, the retailer saw a 22% increase in repeat purchases and a 17% boost in average order value within the first 3 months.