Job Responsibilities
We work closely with the business teams to become functional experts in key channel sales / end-user sales related solutions needs. We establish credibility as trusted advisors by listening, understanding business requirements and quickly providing options for consideration. Effectively leading discussions with various partners and intelligently asking probing questions that get to the real business needs (asking "why" and not just taking requirements at face value) will be essential to success in this role.
You will focus on recommending process innovation and efficiencies through current state process analysis, user experience, observations, industry trends, standard methodologies (Design Thinking, Agile,), leading-edge technology and process improvement ideas to challenge the status quo and deliver extraordinary customer-focused solutions.
Manage the Salesforce application and be the expert to define, design and configure enhancements to Salesforce platform that provide significant ROI by bridging the gap between out-of-the-box Salesforce functionalities and business processes.It is important that you can think strategically, connecting the dots in the bigger picture, as well as being comfortable in the details of the deliverables.
We propose solutions beyond what has been requested by our business partners. You will work on opportunities to build for scale by designing holistically, with a focus on flexibility and maintainability.
Adopt a standardized development lifecycle methodology for all projects- from mobilization to scoping, requirements, use case documentation, design, business readiness, testing and implementation.
Support key business processes promoting application, data integrity, governance, and compliance.
Design and implement reports, dashboards and alerts that support the business processes and deliver business insight.
Manage User Acceptance Testing with end users, including writing scripts and securing user acceptance sign offs.
Prepare the business for the change and adoption - Ensuring that from the very start of the project, there is a change management plan in place. By the time, we are live - the business is ready and excited to take on the adjustments to people, process and technology.
Actively participate in ongoing discussions and engagements with Salesforce regarding Salesforce Sales Cloud, Marketing Cloud, Pardot, and Einstein Analytics / Tableau CRM.
Technical Skills required
5 + years of experience as a Salesforce Analyst and admin role leading enterprise-scale CRM, PRM projects.
Deep understanding of Salesforce Platform functionality and best practices, with emphasis in Sales Cloud
Strong knowledge of Enterprise channel & End customer sales. Experience in Sales operations, partner management & enablement preferred.
Strong experience in implementation; ability to determine whether requirements are configuration, customization, and/or integrations with external systems
Hands-on experience on configuration of platform features including user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, territories, custom objects, new page layouts, custom fields, formula fields, validations, workflows rules, email templates, process builder, flows, lightning pages, managed packages, etc.
Experience with the Salesforce AppExchange and a deep understanding of both this ecosystem as well as native Salesforce capabilities.
Experience with Agile / Scrum delivery models
Prior experience in SDLC project management and analysis including scoping / timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.
Working knowledge of process documentation & project management software
Experience working with large-scale, complex datasets and using salesforce data tools.
Superior ability to design and implement dashboards on Einstein Analytics/ Tableau CRM preferred and reports to deliver business insight
Keen understanding of system security and controls
Education
BS or equivalent degree in Business management, Computer Science, Engineering or related discipline required. MBA degree preferred.
Salesforce certifications:
Salesforce Administrator Certification (required)
Agile SCRUM Master certification (preferred)
Salesforce Sales Cloud Consultant Certification (preferred)
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