Salesforce & Commercial Analytics Lead

VulcanForms Inc.; Harvard (MA); On-site; USD 121,000 - 167,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) matching

Job summary

VulcanForms Inc. seeks a Commercial Systems & Analytics Lead in Massachusetts to turn a Salesforce environment into a business system used by sales, finance, operations and leadership. You own the platform, dashboards, and the data flow to ERP, partnering with external partners as needed.

You will configure, model, and analyze directly; collaborate with Sales Operations, Finance, Engineering, and Ops Planning to drive commercial insights and operational excellence.

Qualifications

• Direct experience as Salesforce system administrator on a production org.
• Strong data modeling, validation, and security setup skills.
• Experience integrating Salesforce with ERP systems like Epicor.
• Analytical capability beyond reports; defend insights to leadership.
• Advanced Excel and SQL or equivalent data query skills.
• Certified Administrator and Platform App Builder credentials.

Responsibilities

• Serve as Salesforce administrator and primary configuration owner.
• Build and maintain reporting and dashboards for sales and finance.
• Produce ongoing commercial analytics on win/loss, pricing, and margins.
• Model data behind commercial forecast and manage data flow to ERP.
• Configure, test, deploy, and manage sandboxes and releases.
• Own enhancement roadmap and translate requirements into builds.
• Maintain data contracts between Salesforce and Epicor.
• Link opportunities, intake, and purchase orders; design order capture.
• Develop quote configuration, pricing rules, and approvals routing.
• Develop data hygiene strategy and audit metrics; train users.
• Scope external partners and reduce reliance on outside capacity.

Skills

Salesforce administration

Salesforce CPQ

SQL

Excel

Data modeling

Data governance

ERP integration

Education

Salesforce Certified Administrator

Salesforce Platform App Builder

CPQ configuration experience

BI tooling experience (Power BI or Tableau)

Tools

Power BI

Tableau

Epicor

Job description

VulcanForms Inc. seeks a Commercial Systems & Analytics Lead in Massachusetts to turn a Salesforce environment into a business system used by sales, finance, operations and leadership. You own the platform, dashboards, and the data flow to ERP, partnering with external partners as needed.

You will configure, model, and analyze directly; collaborate with Sales Operations, Finance, Engineering, and Ops Planning to drive commercial insights and operational excellence.