Salesforce Business Partner

$96,000 - $108,000/Yr

3 Day Blinds - Irvine, CA

Full-time - Mid Level

Irvine, CA

Furniture, Home Furnishings, Electronics, and Appliance Retailers

About the position

The Salesforce Business Partner at 3 Day Blinds will collaborate with Sales, IT, and Marketing teams to solve complex problems and implement Salesforce best practices. This role focuses on enhancing Salesforce utilization, supporting growth, and minimizing downtime in a fast-paced environment. The position requires a deep understanding of business needs and involves liaising between technical teams and functional leaders to ensure system configurations align with business processes.

Responsibilities

• Serve as the Subject Matter Expert for Salesforce Field Service instance in Sales, Marketing, and Service departments.
• Develop a thorough understanding of business needs by fostering relationships across functional areas.
• Review current business processes and Salesforce utilization to ensure maximum impact.
• Liaise between Salesforce technical teams and functional leaders to ensure system configuration aligns with business processes.
• Optimize appointment scheduling to maximize appointments per day and assign resources effectively.
• Ensure business processes and Salesforce configurations maximize follow-up on open sales.
• Work with the Director of Sales Operations to develop a scalable CRM operations plan.
• Translate client requirements into Salesforce design, leveraging best practices and minimizing custom development needs.
• Collaborate with various teams to implement system workflows and processes that increase productivity and performance.
• Leverage reporting capabilities and analyze Salesforce data to make recommendations to Senior Leadership.
• Participate in User Acceptance Testing of system changes to ensure proper operation.
• Stay updated with Salesforce releases and features and assist in implementing best practices.
• Travel as required.

Requirements

• 6+ years of experience managing an advanced Salesforce instance required.
• Exposure to multiple Salesforce instances, including Field Service, Sales Consultant, and/or Service Consultant certification preferred.
• Any applicable Salesforce Certifications preferred.
• A Bachelor's Degree in Information Technology or Computer Science, or equivalent combination of education and experience.
• Refined ability to understand and assess how business processes can be improved using Salesforce.
• Operational or analysis expertise in sales, service, and field service.
• Experience in industry with significant appointment scheduling.
• Excellent problem-solving and project leadership skills.
• Experience with complex field scheduling solutions related to Sales People and Installers running appointments in customers' homes.
• Experience with Data Visualization tools such as Power BI, Tableau, or Qlik is a plus.
• Eligible to work in the applicable region without the need for current or future sponsorship.

Nice-to-haves

• Experience with Data Visualization tools such as Power BI, Tableau, or Qlik.

Benefits

• Annual base salary range: $96,000- $108,000
• Bonus target range: 20-25%
• Generous benefits package including medical, dental, vision, life, and disability insurance.
• Company culture prioritizing internal development and professional growth.
• Paid time off.
• 401(k) plan with employer matching.
• Paid parental leave.
• Wellness programs and product discounts.