Systems Analyst III

Description

Collaborates with: Sales, Engineering, Field Service, Product Management, Project Management

• Use Gearset to manage version control, deployment pipelines, and sandbox changes for Salesforce development.
• Configure Salesforce functionality using declarative tools including Flows, Process Builder, Validation Rules, and Custom Objects.
• Collaborate with Engineering and Operations teams to maintain alignment between Salesforce CPQ, ERP systems, and 3D modeling workflows.
• Work with internal developers or external vendors to enhance or troubleshoot API connections.
• Coordinate with QA or admin teams to validate functionality across environments before production releases.
• Serve as a systems liaison between Sales, Engineering, Field Services, Product and Project Management, and IT teams to ensure end-to-end solution design.
• Partner with business stakeholders to gather and translate functional requirements into scalable system enhancements.
• Investigate and resolve bugs, data integrity issues, or system errors in Salesforce and other systems integrated with it.
• Conduct training or knowledge transfer sessions to support end users and power users.
• Support and maintain integrations between Salesforce, ERP, and third-party platforms using APIs or middleware tools like MuleSoft and Zapier.
• Maintain and update system documentation, configuration notes, and process flows to reflect current-state architecture.
• Automate manual processes using low-code/no-code tools such as Salesforce Flow, ERP workflows, or integration platforms.
• Monitor user-reported issues and prioritize support tickets in collaboration with business stakeholders.
• Help departments understand current capabilities and drive adoption of new tools or workflows.
• Extend Sales and Revenue Cloud capabilities using Salesforce CPQ and Logik.io, especially for complex product configurations.
• Participate in system testing, user acceptance testing (UAT), and change management activities to ensure smooth deployments.

Requirements

CRM & CPQ System Enhancements

Primary Responsibility: We are seeking an experienced and detail-oriented Systems Analyst to support and evolve our CRM, CPQ, ERP, and other platforms as part of the Digital Solutions team. This role is critical in enabling operational efficiency across departments by enhancing system functionality, maintaining system integrity, and driving configuration and integration initiatives. The ideal candidate combines technical aptitude, platform experience, and strong communication skills to bridge business needs with system capabilities. This position supports daily operations, larger project initiatives, and long-term scalability of tools that are vital to Sales, Engineering, Field Service, Product and Project Management teams.

• Experience with 3D product modeling or CAD systems, especially in integration with CPQ or ERP tools.
• Hands-on experience configuring and supporting Salesforce in a professional environment.
• Understanding of APIs and system integration concepts.
• Familiarity with database concepts (e.g., SQL, data schemas) and data transformation logic.
• Professional experience in Agile Scrum processes and management structure
• Bachelor's degree in business, Software Engineering, Computer Science, or related field OR and equivalent combination of education and relevant experience.
• Strong problem-solving and analytical skills with a high attention to detail.
• Working knowledge of Salesforce CPQ and/or Logik.io, especially related to guided selling or product rule configuration.
• 8+ years of experience in a Systems Analyst, Business Analyst, or CRM Admin role.
• Experience with deployment tools like Gearset, Copado, or similar.
• Organized and methodical with a continuous improvement mindset.
• Self-starter attitude with the ability to work both independently and collaboratively.
• Familiarity with tools like Zapier and MuleSoft.
• Experience with low-code platforms beyond Salesforce (e.g., Power Apps, ServiceNow).
• Ability to manage competing priorities, communicate effectively across departments, and document technical work clearly.
• Excellent verbal and written communication and an ability to translate technical details for non-technical users.
• Familiarity with ERP systems (e.g., Syspro, NetSuite, SAP, etc.) and how they integrate with CRM.

Benefits

• Life insurance
• 15 days PTO annually (prorated based on start date)
• Health, Dental & Vision Insurance
• Annual Bonus Program
• Flexible Spending Account (FSA)
• Disability insurance
• $350 Annual Wellness Credit
• 5 days of paid sick leave annually (prorated based on start date)
• 401k with match up to 5%

Training + Development

Interview process

Visa Sponsorship

Security clearance