Functional-Technical Salesforce Customer Success Manager/Business Analyst

Job Description

Solar Turbines is seeking a Customer Success Manager with deep technical and functional expertise in Salesforce. The role involves strategic partnership, functional-technical advisory, hands-on technical and functional implementation, product adoption, and continuous improvement.

What You’ll Do

• Strategic Partnership & Functional-Technical Advisory
• Act as a trusted advisor to cross-functional business units
• 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
• 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

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 hands-on Salesforce implementation experience (Sales Cloud, Service Cloud, LWC, Einstein, AppExchange, automation tools, data management, reporting, and dashboard)
• Proficient with Apex, Visualforce, and Salesforce Lightning
• Experience with Salesforce APIs and integrations
• Data modeling and database (SQL, Oracle, etc.) experience
• Development experience in C#, Java, Angular, or python
• Proven ability to understand use cases, elicit requirements, analyze business processes and data, and translate business needs into effective functional and technical solutions
• Solid problem-solving skills to identify and resolve Salesforce configuration issues
• Experience designing and implementing enterprise solutions with a strong understanding of business processes, configuration, automation, data flow, and integrations
• Excellent presentation and documentation (requirements/user stories/process flows) skills
• Excellent planning, organizational, and time management skills
• Track record of successfully managing and delivering multiple projects concurrently
• Solid Agile/Scrum skills
• Strong team player with a collaborative mindset
• A self-starter mindset with strong ownership, accountability, and a drive for continuous learning and improvement

Preferred Qualifications

• Experience with Industrial Gas Turbine (Sales, Overhaul, Service Parts, Marketing) or Manufacturing
• Familiarity with CRM Analytics
• Azure DevOps experience
• Agile/Scrum & Waterfall frameworks
• Application & system integrations experience
• Informatica IICS experience
• Snowflake, Matillion experience
• Salesforce Data Cloud experience
• Agentforce experience

Summary

Pay Range: $112,704.00 - $169,056.00
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience.
Please note that salary is only one component of total compensation at Caterpillar. Benefits: Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
Medical, dental, and vision benefits
Paid time off plan (Vacation, Holidays, Volunteer, etc.)
401(k) savings plans
Health Savings Account (HSA)
Flexible Spending Accounts (FSAs)
Health Lifestyle Programs
Employee Assistance Program
Voluntary Benefits and Employee Discounts
Career Development
Incentive bonus
Disability benefits
Life Insurance
Parental leave
Adoption benefits
Tuition Reimbursement
These benefits also apply to part-time employees
This position requires working onsite five days a week.
Visa Sponsorship is not available for this position.
Posting Dates: Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.
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