Job Specifications
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.
Knowledge, Skills And Abilities
Deep understanding of Salesforce CRM, including configuration, customization, and reporting capabilities
Excellent project management skills, with a proven ability to lead projects to completion on time and within budget.
Ability to work effectively in a fast-paced, dynamic environment.
Excellent communication and interpersonal skills with ability to work collaboratively across departments.
Advanced analytical and problem-solving skills to identify opportunities and the ability to communicate findings cross-functionally to drive action planning and execution.
Ability to convert metrics into meaningful information.
Advanced Excel and PowerPoint skills with the ability to create and maintain complex excel models.
Able to influence others without direct authority and work effectively with al
About the Company
Generac is the total energy solutions company powering a smarter world. We help free people to use energy on their own terms by giving them access to reliable energy that is also cleaner, more efficient and better managed. We do this by making homes a sanctuary where people have reliable power so they can safely and comfortably work, learn and entertain. Around the world, our commercial and industrial solutions are trusted to power and support businesses and critical infrastructure to protect against the challenges of an agi...
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