Salesforce Techno-Functional Lead
About The Position
The Salesforce Techno-Functional Lead owns and drives the standardization, optimization, and ongoing evolution of our Salesforce platform across multiple manufacturing business segments. This role will serve as the primary bridge between the business and IT , ensuring Salesforce supports a consistent, scalable, and insight-driven sales and opportunity pipeline while meeting the unique needs of our manufacturing operations. The ideal candidate is hands-on with Salesforce configuration, strong in sales and service process design, and comfortable engaging directly with sales leadership, operations, and customer service teams.
Requirements
- 4+ years of Salesforce required; 3+ years working directing in Sales and Service Cloud in a techno-functional role
- Strong hands-on experience with Sales Cloud (required) and Service Cloud (preferred)
- Proven experience supporting manufacturing or industrial organizations
- Deep understanding of: Opportunity pipeline management Forecasting and sales stages Long or complex sales cycles
- Advanced Salesforce configuration skills (Flows, security, automation)
- Ability to work directly with business stakeholders and lead requirements discussions
- Strong communication skills with both technical and non-technical audiences
Responsibilities
- Salesforce Strategy & Standardization Lead the standardization of Salesforce Sales and Service Cloud across manufacturing business units
- Define and enforce common sales, opportunity, and forecasting processes
- Balance standardization with legitimate segment-specific requirements
- Establish guardrails for configuration vs. customization
- Sales & Opportunity Pipeline Alignment Partner with Sales, Operations, and Finance to align on: Lead-to-opportunity processes Opportunity stages, probabilities, and exit criteria Pipeline hygiene, forecasting accuracy, and reporting
- Ensure Salesforce supports manufacturing sales models (direct sales, distributors, long sales cycles, engineered-to-order, etc.)
- Improve visibility into backlog, bookings, pipeline, and win/loss data
- Business Partnership Act as a trusted advisor to business stakeholders
- Facilitate requirements workshops and translate business needs into Salesforce solutions
- Challenge requests that introduce unnecessary complexity or deviation from standards
- Support change management and user adoption across sales and service teams
- Hands-on Salesforce Delivery Perform advanced Salesforce configuration including: Flows and automation Objects, fields, page layouts, and record types Validation rules and approval processes Security model (roles, profiles, permission sets)
- Support light development (or closely partner with developers) using Apex, Lightning Web Components, and integrations as needed
- Oversee releases, testing, and deployment activities
- Data, Reporting & Insights Ensure high-quality pipeline and opportunity data
- Design dashboards and reports for: Sales leadership Operations and forecasting Executive visibility
- Partner with downstream systems (ERP, CPQ, Service systems) to ensure data alignment
- Governance & Continuous Improvement Support Salesforce governance, intake, and prioritization processes
- Document standards, processes, and solution designs
- Identify opportunities to simplify, automate, and improve Salesforce usage
Benefits
- Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
- Incentive Plans
- 401(k) with employer contribution and match
- Employee Stock Purchase Plan with employer match
- Paid Time Off (Vacation and Sick Time)
- Paid Holidays
- Tuition Reimbursement Program
- Employee Assistance Program (EAP)
- Wellness Program
- Training and Career Progression
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
