Salesforce Business Systems Specialist

Company:  Palo Alto Networks
Location: Plano
Closing Date: 20/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Description

Your Career

The Business Systems Specialist is a member of the Business Systems Team within the Central Ops Organization. This role helps to ensure systemic accuracy & usability of our sales tools. Primary sales tools to be supported will include, but not be limited to Salesforce, Clari, People.ai, ClosePlan, and Callidus Commissions.

The primary areas of focus for this role will be:

Act as a liaison between IT Development and business functions to drive system enhancements to completion through business requirement gathering, documentation, prioritization, and testing in an Agile environment

Resolve Tier 2 support requests driving to timely resolution for the end user 

Your Impact

Demonstrate thorough understanding on role hierarchy, forecast hierarchy and territory hierarchy

Troubleshoot and resolve tier 2 tickets from sales users related to Salesforce, sales forecasting,  and other sales tools

Drive all issues to resolution with a strong focus on customer satisfaction through timely follow-up, attention to detail, and cross functional collaboration with IT and other team members

Work closely with the company’s Subject Matter Experts and IT to research & resolve issues related to Salesforce & Clari

Partner with Sales Operations, Sales Leadership, and our Revenue Acceleration team to understand business requirements for systemic enhancements and then partner closely with IT Development for execution through an Agile environment

Perform business requirement gathering, documentation, prioritization, and testing in an Agile environment

Conduct change management for related system enhancements

Project Manage and provide direct support to Merger & Acquisition related Salesforce changes

Utilize business knowledge and expertise to drive business process improvements

Balance relationships with multiple business teams for new solution features and technical support

Perform regular SFDC data audits to ensure accuracy within the system

Assist in scheduled maintenance of the systems via data migrations

Assist with documentation of best practices and usage

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