Workflow Process Specialist

Sunoco LP•Dallas, TX

About The Position

The Workflow Process Specialist identifies process improvement areas and works with the Sunoco IT team to develop solutions and prioritize work. The role provides project management and process improvement support, working directly with business leads to develop business requirements and ensure appropriate field training. It serves as the main liaison between business groups using Salesforce and systems automation development teams. The specialist collaborates across business and technical teams to improve workflows, including processes in Salesforce and the Contract Lifecycle Management (CLM) system. The role supports enhancements from requirements gathering through testing, implementation, change management, training, and post-implementation refinement.

Requirements

At least five years of experience in business process improvement, workflow management, project management, operations, legal operations, or a related discipline.
Experience working with Salesforce or another Customer Relationship Management (CRM) platform.
Experience working closely with Legal departments and understanding contract review, approval, compliance, and document management workflows.
Ability to collaborate effectively in interdisciplinary environments with IT, Salesforce teams, Operations, Legal, Finance, and business stakeholders.
Strong attention to detail and ability to maintain process integrity, data accuracy, documentation quality, and compliance across multiple systems and workflows.
Strong organizational, analytical, and problem-solving skills, with the ability to manage multiple initiatives simultaneously.

Nice To Haves

Experience supporting Contract Lifecycle Management (CLM) systems, contract workflows, and legal process improvements.
Contract Lifecycle Management (CLM) knowledge.
Salesforce / CRM Administration.
Legal Operations.
Business Process Reengineering.
Workflow Automation.
Change Management and User Adoption.
Requirements Gathering and Documentation.
Cross-Functional Project Management.

Responsibilities

Identify process gaps, inefficiencies, and automation opportunities; collaborate with business leaders to define and document business requirements.
Partner with IT, Salesforce, Operations, Legal, Finance, Credit, Account Management, Onboarding, and other teams to design and implement process improvements.
Facilitate process mapping sessions to document current-state and future-state workflows and identify improvement opportunities.
Prioritize enhancement requests and work with development teams to define scope, requirements, testing, and implementation plans.
Serve as a liaison between business stakeholders, Salesforce teams, Legal, and systems development resources to support project execution.
Partner with Legal to identify, manage, and implement process improvements and workflow efficiencies within the CLM system.
Support CLM enhancements by gathering requirements, coordinating testing, facilitating user adoption, and assisting with change management.
Coordinate cross-functional efforts to streamline contract, approval, and workflow processes.
Manage enhancement requests and process changes from concept through implementation, ensuring business objectives and operational efficiencies are achieved.
Lead and support change management activities, including communications, training, documentation, and user adoption.
Develop and maintain training materials, standard operating procedures, and user guides for new and enhanced workflows.
Monitor post-implementation performance and refine processes based on operational feedback and data analysis.
Liaise with the Operations Support team to ensure ongoing user support and training needs are addressed.