Salesforce Customer Success Manager/Business Analyst

Career Area:

Technology, Digital and Data

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Do you thrive at the intersection of technology, customer relationships, and business strategy? Do you excel at translating complex business requirements into measurable, scalable, and sustainable results through hands-on implementation?

Solar Turbines is seeking a self-motivated, high-energy Customer Success Manager with deep technical and functional expertise in Salesforce, a passion for innovation, strong execution, and a commitment to timely delivery and continuous improvement. This is not a passive support role – it is a high-impact opportunity to serve as a strategic advisor and an actionable implementation partner.

 

As a trusted functional-technical advisor, you’ll collaborate with business stakeholders, solution architects, and cross-functional technical teams to deeply understand use cases, translate complex business requirements into technical solutions, optimize end-to-end processes, and build sustainable, scalable, high-value solutions that drive long-term business success. You will also implement Salesforce and analytics proof of concepts and drive product adoptions to ensure solutions are aligned with best practices and built for usability and longevity.

 

What You’ll Do

Strategic Partnership & Functional-Technical Advisory

• Act as a trusted advisor to cross-functional business units (Sales, Marketing, Operations, Legal, Finance, Business Management, Overhaul, etc.), understanding their needs, goals, and challenges.

• Understand and document use cases, business processes, and requirements.

• Translate complex business requirements into clear, actionable functional design and technical requirements.

• Create and present proof of concept (POC) solutions to demonstrate feasibility, value, and alignment before full implementation.

• Lead discovery workshops and working sessions to identify use cases, gather requirements, develop process flows, build consensus, and propose solution options.

 

Hands-On Technical & Functional Implementation

• Own the full Salesforce solution lifecycle: requirement elicitation/gathering, conduct feasibility analysis, configuration, testing, deployment, and optimization.

• Configure and maintain Salesforce objects, flows, automations, and integrations to support scalable business processes.

• Partner with solution architects, product managers, CSMs, developers, and data teams to ensure seamless integration across platforms.

• Develop reports and dashboards.

• Assess and solve root-cause issues with a focus on sustainability, future-proof design.

 

Product Adoption & Continuous Improvement

• Drive solution adoption by aligning technical solutions to users' needs and business priorities.

• Monitor solution performance and user feedback to identify improvement opportunities.

• Collaborate with CSM peers to drive continuous improvements and share knowledge.

• Recommend and implement enhancements based on analysis, trends, and business input.

• Create documentation, training, and enablement content to support business self-service and engagement

 

What We're Looking For

Minimum Qualifications:

• Bachelor's degree in Computer Science, Engineering, Information Technology, Mathematics, Data Analytics, Information Systems, or Business Technology,

• 8+ years of experience in Customer Success, Business Analyst role with h