Business Process Improvement Manager
4 days ago
We're seeking an experienced Salesforce Business Partner to join our team As a key member of the Sales, IT, and Marketing teams, you'll be responsible for developing and implementing Salesforce best practices, enhancements, support growth, and minimizing downtime. This role requires collaboration with various teams and departments to optimize business processes and Salesforce configurations to maximize appointments per day, assign resources effectively, and follow up on open sales opportunities.
Responsibilities
- Serve as the subject matter expert for Salesforce Field Service instance.
- Develop a thorough understanding of business needs by fostering relationships across functional areas.
- Review current business processes and Salesforce utilization to ensure maximum impact.
- Liaise between Salesforce technical teams and 3 Day functional leaders to ensure system configuration aligns with business processes.
- Appointment optimization - ensure business processes and Salesforce configurations are set up to maximize appointments per day and assign resources to maximize opportunities.
- Sales Pipeline- ensure business processes and Salesforce configurations are set up to maximize follow-up on open sales.
- Work with the Director of Sales Operations to develop a scalable CRM operations plan.
- Translate client requirements into Salesforce design, leveraging best practices and minimizing the need for custom development.
- Collaborate with various teams and departments to implement system workflows and processes resulting in increased productivity and performance.
- Leverage reporting capability and analyze Salesforce data to make relevant recommendations to Sr. Leadership.
- Participate in User Acceptance Testing of system changes to ensure proper operation.
- Stay up-to-date with Salesforce releases and features and assist in implementing best practices.
- Travel as required.
- All other duties as assigned.
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