Salesforce Business Process Analyst

We are Generac, a leading energy technology company committed to powering a smarter world.

Over the 60 plus years of Generac’s history, we’ve been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries.

As a Salesforce Business Process Analyst at Generac, you will serve as a key business partner to optimize sales processes, enhance CRM functionality, and deliver actionable insights via reporting and dashboards. This role bridges the gap between business needs and Salesforce capabilities, acting as a liaison in the partnership with users on the business side and IT implementation teams.

This position is responsible for partnering with stakeholders on business and IT teams to continuously improve our Salesforce instance and support business critical functions. In addition, this role will partner closely with sales users to support onboarding and continuous tool training for new and improved functionalities. The successful individual will identify gaps in processes and provide recommendations based on data and analysis to improve ongoing processes.

Salesforce Administration and Optimization:

• Maintain and enhance Salesforce workflows, customizations, and integrations to align with business goals.
• Manage intake process for sales user enhancement requests and requests for new reporting/dashboards
• Ensure data integrity and accuracy through regular audits and updates.
• Collaborate with other departments and teams across Generac to leverage Salesforce best practices and build consistency across roles

Salesforce Performance Analytics:

• Partner with sales leaders to build consistent reports, dashboards, leaderboards, and forecasting to help inform and drive business decisions
• Track key KPIs, create user surveys, and collect feedback to ensure consistent and effective user adoption; provide insights to internal stakeholders.
• Ensure a deep understanding of data flow and system integration with other sales platforms within the business to ensure a seamless flow of information across systems
• Partner with Analytics teams to ensure reporting and dashboarding rules of engagement are clear across different reporting platforms
• Partner with Analytics teams to understand key trends in sales processes to recommend deep dive analyses and opportunities for continuous improvement

Ongoing Sales Training & Support:

• Deliver training sessions for sales users on features and updates.
• Partner with Sales Communications team to message key process changes and the “what’s in it for me” behind them.
• Partner with Sales Training team and Sales leadership to support new Sales onboarding training
• Design and maintain training resources such as step by step instructions, tutorial videos and FAQs

Operational Excellence:

• Implement automation solutions to reduce manual effort, improve sales productivity, and surface revenue generating opportunities.
• Identify opportunities to streamline sales processes using Salesforce tools
• Leverage data analytics to identify program performance and analyze elements for change and margin improvement
• Utilizes analytics to help streamline major processes to improve cost to serve & customer experience

Cross Functional Partnership:

• Collaborate with Sales teams, regularly shadowing to understand critical selling processes and tools to ensure continuous improvement in platform
• Build relationships across user groups at Generac to understand key similarities in selling processes to drive standardization across Salesforce instances/user profiles
• Collaborate with partner teams across Finance, Analytics, Contracts, and Sales to identify key processes that live outside of Salesforce with opportunity to connect and optimize sales processes (examples include: Territory, Compensation, Forecasting, etc.)

MINIMUM QUALIFICATIONS:

• Bachelor’s degree or equivalent
• Minimum 3 years of related experience in Sales Operations, IT, Marketing or other related field
• Minimum 3 years of experience using Salesforce (or a similar CRM tool), including reports, dashboards, and workflow automation

PREFERRED QUALIFICATIONS:

• Salesforce Administrator certification
• Experience with other sales tools and technologies, such as SAP ERP, SAP CRM, Showpad, Marketing
• automation platforms, PowerBI, and other data visualization platforms.
• Experience in leading projects and initiatives.
• Previous experience working for a manufacturing company.
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