Salesforce Business Application Engineer
Clubessential provides cloud-based software solutions to the private club markets and is an Inc. 5000 fastest growing company. We are financially backed by Battery Ventures, a top-tier technology investment firm, helping fuel our current and future growth. We are a lean, fast-paced, passionate team of professionals who thrive on delivering exceptional products and service to our clients and teammates. Our dedication to client success through technology innovation, industry expertise, exceptional customer support and beautiful design has helped us attract the business of some of the top clubs in the country including Hilton, Billy Casper, Four Seasons, Marriott, Valhalla Golf Club, Congressional Country Club, Pinehurst, and over 1,400 other clients.
The Salesforce Business Application Engineer is responsible for aligning Salesforce with the company's business processes as well as to ensure 100 percent adoption rates within the company. This individual must possess a general knowledge of Web applications and Internet architecture as well as deep skills in Microsoft SQL and Excel and have 5-10 years of experience with SFDC CRM, SFDC Communities, SFDC Service Cloud, SFDC Pardot and Heroku. This engineer should develop a solid understanding of business processes across the organization and have previous experience working with cross-functional teams including sales, support, marketing, and IT.
Understand business requirements and how to effectively translate to Salesforce
Possess both strong and some tactical Salesforce skills to understand how changes may impact entire user universe
Update information on any organizational changes or business process improvements
Send updated training and benefits communications to the user groups
Attend ongoing Salesforce training sessions as new features and on- demand versions of the application are launched
Be the "voice" of the user community to represent to management commonly requested and needed changes to the application
Hold quarterly update meetings with the SFDC Steering Committee to revisit application success factors and ensure incorporation of additional user requirements
Understand all aspects of Salesforce configuration and technical/functional capabilities, including all changes and potential system implications related to the Salesforce release upgrades
Communicate regularly with SFDC Steering Committee and other stakeholders to ensure functionality meets field needs and to develop ongoing project plan.
Maintain high-level familiarity with other IT system /business application capabilities and scope definition in order to make recommendations about potential upstream/downstream integration or functionality intersection points.
Support Corporate Marketing's use of Salesforce, including automating processes related to marketing campaigns.
Develop ad-hoc reports as requested by user groups or stakeholders and perform analysis on data as required
Maintain and communicate system metrics to track trends in usage and data integrity
Manage all security settings and conduct regular security/configuration audits
Manage all new user set-ups and deactivation, including transferring ownership of accounts/contacts/opportunities for deactivated users
Execute all configuration changes
Perform new release evaluations with business owners and execute new functionality roll-outs
Regularly audit data to uncover data integrity issues and/or opportunities for process improvement
Performs mass data imports using the API or import tools as requested
Manage and implement customization requests including creating workflow triggers, workflow alerts, automated email responses, etc.
Maintain updated system documentation and Salesforce policies/procedures
Develop and maintain naming conventions of picklists, report folders, dashboards, etc. to improve system usability
Excellent communication skills to help internally "sell" and "service" the user group
Excellent training skills to perform ongoing training sessions
Strong relationship building with managers of user groups to ensure proper use of the application
5-10 years of experience managing multiple SFDC environments
Experience standing up new SFDC CRM platforms
5-10 years of experience with SFDC CRM, SFDC Service Cloud, SFDC Communities, SFDC Pardot and Heroku. SFDC certifications are a plus.
Experience working with implementation partners