Salesforce Business Systems Specialist

3 weeks ago

Plano, Texas, United States Palo Alto Networks Full time
About the Role

We are seeking a highly skilled Business Systems Specialist to join our team at Palo Alto Networks. As a key member of our Central Ops Organization, you will play a critical role in ensuring the accuracy and usability of our sales tools, including Salesforce, Clari, ClosePlan, and Callidus Commissions.

Key Responsibilities
  • Act as a liaison between IT Development and business functions to drive system enhancements to completion through business requirement gathering, documentation, prioritization, and testing in an Agile environment
  • Resolve Tier 2 support requests driving to timely resolution for the end user
  • Demonstrate thorough understanding on role hierarchy, forecast hierarchy, and territory hierarchy
  • Troubleshoot and resolve tier 2 tickets from sales users related to Salesforce, sales forecasting, and other sales tools
  • Drive all issues to resolution with a strong focus on customer satisfaction through timely follow-up, attention to detail, and cross-functional collaboration with IT and other team members
  • Work closely with the company's Subject Matter Experts and IT to research and resolve issues related to Salesforce and Clari
  • Partner with Sales Operations, Sales Leadership, and our Revenue Acceleration team to understand business requirements for systemic enhancements and then partner closely with IT Development for execution through an Agile environment
  • Perform business requirement gathering, documentation, prioritization, and testing in an Agile environment
  • Conduct change management for related system enhancements
  • Project Manage and provide direct support to Merger & Acquisition related Salesforce changes
  • Utilize business knowledge and expertise to drive business process improvements
  • Balance relationships with multiple business teams for new solution features and technical support
  • Perform regular SFDC data audits to ensure accuracy within the system
  • Assist in scheduled maintenance of the systems via data migrations
  • Assist with documentation of best practices and usage
Requirements
  • Salesforce certification is highly preferred but not required
  • Solid knowledge of navigating Salesforce landscape and terminology with focus on data security
  • Hands-on experience with Sales forecasting tools is highly desirable
  • Hands-on experience providing system and tools support to users
  • Experience with sales processes and experience in a sales environment is a plus
  • Experience driving system change through an Agile environment
  • Strong team player with service-oriented attitude and customer focus
  • Excellent time management skills
  • Quick learner and able to thrive in a fast-paced environment
  • Experience training sales users on new Salesforce functionalities
  • Aggressive problem solver
  • Experience with data extraction and conducting mass updates via workbench and Dataloader
  • Ability to work with a variety of internal/external customers and vendors (some technical some non-technical)
  • Demonstrate skills in continuous learning, flexibility, customer focus, quality commitment, and good relationships
  • Ability to communicate in a clear and concise professional manner, tailored to the appropriate audience - including both verbal and written communications
  • Additional knowledge of ServiceNow, JIRA, Anaplan, and SOQL is a plus
About Us

Palo Alto Networks is a cybersecurity company that takes its mission of protecting the digital way of life seriously. We are relentless in protecting our customers and believe that the unique ideas of every member of our team contribute to our collective success. Our values were crowdsourced by employees and are brought to life through each of us every day - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.

We work fast, value ongoing learning, and respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few.

At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full-time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision.

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