Salesforce Analyst

Generac; City of Pewaukee (WI); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading energy solutions company is looking for a Salesforce Business Process Analyst to optimize sales processes and enhance CRM functionality. This mid-senior level role requires a minimum of 3 years of experience in Sales Operations and expertise in Salesforce. The successful candidate will also deliver training sessions for sales teams and implement automation solutions. This contract position offers opportunities for impactful contributions in a dynamic environment.

Qualifications

• Minimum 3 years of related experience in Sales Operations, IT, Marketing, or a related field.
• Minimum 3 years of experience using Salesforce (or a similar CRM tool), including reports, dashboards, and workflow automation.
• Salesforce Administrator certification preferred.

Responsibilities

• Optimize sales processes and enhance CRM functionality.
• Deliver training sessions for sales users on features and updates.
• Implement automation solutions to improve sales productivity.

Skills

Sales Operations

Salesforce

Project Management

Data Analysis

Communication Skills

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

PowerBI

SAP ERP

Job description

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 between 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.
• Utilize 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 all levels of the organization.
• Self‑starter with initiative and vision.
• Proven leadership skills to manage and lead teams effectively and motivate them to achieve their goals.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 pounds. Specific conditions of this job include are typical of frequent and continuous computer‑based work requiring periods of sitting, close vision and ability to adjust focus. Infrequent travel.

Seniority level

Mid‑Senior level

Employment type

Contract

Job function

• Management and Manufacturing
• Electric Power Generation