Business Operations

• Business Process Architecture & Improvement: Analyze and architect end-to-end business processes that span our Go-To-Market ecosystem—from lead generation in our Partner Portal to quoting in Sales Cloud, resolution in Service Cloud, and fulfillment via our ERP integration. Identify and quantify inefficiencies, risks, and scalability bottlenecks.
• Data-Driven Solution Design: Collect, analyze, and interpret data from Salesforce, NetSuite, and related systems to provide meaningful insights into the efficiency of the solutions and processes they support. Collaborate with data teams to develop KPIs and dashboards that measure the health of our lead-to-cash and case-to-resolution processes.
• Change Management: Guide operational teams through the complexities of system and process changes. Proactively identify and address risks related to new configurations, integration updates, and workflow enhancements to ensure smooth adoption.
• Cross-Functional Collaboration: Serve as the primary liaison between business stakeholders and our technical teams. Translate complex business requirements into clear, actionable specifications for our Salesforce and NetSuite developers.
• Strategic Project Leadership: Define the business requirements and scope for strategic projects aimed at enhancing our CRM and ERP capabilities. Coordinate with project managers and stakeholders to ensure technology projects deliver on their intended business value.
• Process and System Documentation: Create detailed documentation of business processes, workflows, and system configurations, with a specific focus on Salesforce objects, integration points, and ERP handoffs.
• Mentorship and Training: Mentor junior business analysts and conduct workshops for stakeholders on how to best leverage our integrated systems. Champion best practices for process design and system usage across the business.
• Continuous Improvement: Proactively identify opportunities for automation and optimization within our business systems, utilizing tools like Salesforce Flow, integration middleware, and other technologies. Stay current on platform updates and industry trends to drive continuous improvement.

Staff Business Operations Analyst – CRM, Salesforce

Lead Director, Business Operations and Strategy

Manager, Business Operations

Business Operations Program Manager

Senior Business Process Consultant

Business Process Management Developer