Salesforce Business Partner

Position Overview

Serve as the 3 Day Blinds Sales, Marketing and Service departments 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 is aligned with business processes. Appointment optimization – ensure business processes and Salesforce configurations are set up to maximize appointments per day and to 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.

Who you are

• 6+ years of experience managing an advanced Salesforce instance required.
• Exposure to multiple Salesforce instances
• Hands-on Field Service Lightning experience required
• Field Service, Sales Consultant and/or Service Consultant certification preferred.
• Any applicable Salesforce Certifications Preferred
• A Bachelor’s Degree, preferably in Information Technology or Computer Science OR equivalent combination of education and experience
• Refined ability to understand and assess how business processes can be improved using Salesforce
• Operational or analysis expertise in sales, service, and field service
• Experience in industry with significant appointment scheduling
• Experience in a retail environment a plus
• Excellent problem solving and project leadership skills
• Experience with complex field scheduling solutions related to Sales People and Installers running appointments in customers homes
• Experience with Data Visualization tools such as Power BI, Tableau or Qlik a plus

What's in it for you?

• Annual base salary range: $96,000- $115,000
• Bonus target range: 20-25%
• Generous benefits package including medical, dental, vision, life, disability
• A company culture that prioritizes internal development and professional growth
• Time off with pay
• 401(k) plan with a degree of employer matching
• Paid parental leave
• Wellness programs and product discounts