Description
salesforce cpq
erp integration
process automation
version control
api integration
user adoption
Collaborates with: Information Technology, Software Development, Sales, Engineering, Tech Services, Product Management, Project Management
Primary Responsibility: A Systems Analyst supports and evolves our CRM, CPQ, ERP, and related platforms as part of the Enterprise Platforms team. You'll improve cross-department efficiency by enhancing functionality, maintaining data and system integrity, and driving configuration and integration work. This role supports daily operations, key projects, and long-term scalability of tools used by Sales, Engineering, Field Service, Product Management, and Project Management.
- Maintain up-to-date system documentation, configuration notes, and process flows.
- Deliver training and knowledge transfer sessions for end users and power users.
- Extend Sales and Revenue Cloud using Salesforce CPQ and io for complex product configurations.
- Align Salesforce CPQ with ERP systems and 3D modeling workflows with Engineering and Operations.
- Automate manual processes using low-code/no-code tools (Salesforce Flow, ERP workflows, integration platforms).
- Partner with internal developers and external vendors to enhance or troubleshoot integrations.
- Serve as a liaison between Sales, Engineering, Field Services, Product, Project Management, and IT to ensure end-to-end solution design.
- Troubleshoot and resolve bugs, data issues, and system errors in Salesforce and integrated systems.
- Configure Salesforce using declarative tools (Flows, Process Builder, Validation Rules, Custom Objects).
- Use Gearset to manage version control, deployment pipelines, and sandbox changes.
- Support and maintain integrations between Salesforce, ERP, and third-party platforms using APIs and tools such as MuleSoft and Zapier.
- Participate in system testing and UAT to ensure smooth, reliable releases.
- Coordinate with QA/admin teams to validate functionality across environments before production deployment.
- Partner with stakeholders to translate requirements into scalable system changes.
- Triage, prioritize, and track user-reported issues with business stakeholders.
- Promote adoption of new tools and workflows by explaining capabilities and options.
