Analyze business goals and processes to identify opportunities for CRM optimization.
Translate complex business requirements into clear, actionable user stories and solution designs.
Lead or support projects from discovery through impact analysis, delivery, collaborating with product owners, developers, trainers, and change leaders.
Evaluate and recommend improvements to existing Salesforce functionality and integrations.
Serve as a liaison between business users and technical teams, ensuring alignment and clarity throughout the project lifecycle.
Draft detailed requirements & user stories and partner with process improvement specialists on current and future state process mappings.
Requirements
Bachelor’s degree, advanced degree in technology or business preferred.
Salesforce CRM systems or business knowledge is significant plus.
Sales and CPQ Business knowledge is significant plus.
Ability to translate business processes or concepts into technical requirements (and vice versa).
Ability to define functional and non-functional requirements based on the needs of the users.
Ability to manage and prioritize across multiple initiatives.
Ability to lead cross-functional teams in a matrix environment.
Ability to lead and influence without authority.
Highly driven by innovation.
Effective written and oral communication skills.
Benefits
Health / Dental / Vision Benefits
Opportunity for annual cash bonus
Day-One 5% matching 401k
Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more
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