Serve as a functional advisor to business partners, prioritizing and enhancing the usability of CRM and related systems. This role entails capturing detailed requirements that, in collaboration with the product owner, can inform new system enhancements developed alongside the CRM Manager and development teams. Success is measured by efficient engagement with business stakeholders and the delivery of optimal value aligned with organizational objectives and practices.
Web form data collection (FormAssembly, Gravity Forms)
Customization (via configuration) of fields, flows, layouts, and reports
Provide structured and ad hoc training and troubleshooting support to global end users. Act as a steward of system integrity, maintaining up-to-date process documentation and guides, and ensuring successful adoption from system rollout through to daily operations.
Supporting UAT and change management
Design and recommend system solutions for complex issues presented by end users. As the primary point of contact for all CRM-related matters within the organization, this position requires building and maintaining strong business partner relationships through effective communication and responsive initiative implementation.
Integrate feedback from the process design team into system improvement initiatives. Work closely with the process team to establish baseline use cases and align them with platform capabilities, supporting comparative analysis of actual versus potential adoption.
Writing user stories and acceptance criteria
Screen capture for training video creation
Partner with the CRM support team to ensure swift and accurate resolution of inbound requests. Proactively analyze recurrent issues to create incident response protocols, reducing resolution times and identifying opportunities for enhancements. The ability to balance project work with day-to-day operational demands is essential.
Develop system and educational materials for end users on CRM functionalities and enhancements, including UAT support and training. Lead both virtual and in-person workshops and trainings.
Collaborating with technical teams and stakeholders
Survey data collection for feedback elicitation
Monitor and communicate platform adoption metrics to stakeholders and senior leadership. Collaborate with the PMO to deliver real-time summarized data via business analytics platforms.
Gathering and documenting requirements
Utilize technology to maintain a centralized and current information repository, following KCS principles, to extend knowledge reach and streamline content management.
Remain informed about evolving Salesforce capabilities and their implications for current and future state designs. Consistently apply and promote best practices in line with Pattern Energy’s standards and user behaviours.
Requirements
salesforce
azure devops
jira
mdm
agile
bs degree
Experience with leading UI/UX changes based on process improvement determined from current state analysis
Track record of delivering impactful business applications using Agile methods on integrated team
3 years direct experience managing products or systems development
Ability to travel up to 10 percent of the time
Lucid or other process mapping software
Strong understanding of Salesforce capabilities and limitations, including:
Professional presence to plan and lead discussions with remote and in-person stakeholders
BS degree in related field required
Renewable energy industry experience is desirable.
Ability to work with an extended global team approach and innovation.
5-7 years of experience working in a medium to large corporate environment
Experience demonstrating business value though quantifiable metrics and KPIs
5 years of cross-departmental business experience, with demonstrated ability to engage and empathize with a wide variety of business owners.
User training and change management documentation to inform users and document process and system enhancements.
MS Office Applications (PowerPoint, Excel, Word)
5 years working on technology projects preferably CRM
Azure Dev Ops or JIRA
Willingness to not only coordinate solutions but investigate, define, and configure solutions to demonstrate
Proficiency in Excel formulas preferred
Cross-functional collaboration and teaming skills, including a willingness to contribute thought leadership and execute on others' ideas
Experience working with 3rd party CRM applications
Ability to energize self and others to create positive interactions and identify paths towards value driven outcomes
Multi-cultural and multi-regional experience is highly preferred.
Established proficiency in a variety of business applications including and beyond Salesforce
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
Culture + Values
Long-term commitment to serve customers, protect the environment, strengthen communities, support teams, and create value for stakeholders.
Team-first attitude
Pride of ownership
Creative spirit
Follow-through
Trust, accountability, and transparency
Toughness, grit, and determination
Environment + Sustainability
35+ sites
Operational Fleet
The company operates an extensive network of utility-scale renewable energy sites, significantly contributing to the renewable energy landscape.
6,000 MW capacity
Installed Capacity
The total installed renewable energy capacity across all operational sites, showcasing a substantial commitment to clean energy production.
17.7k GWh
Electricity Production
In 2022, the company generated enough clean electricity to power millions of people while significantly reducing carbon emissions.
20.5B USD
Economic Impact
The SunZia project is expected to generate a substantial economic impact through direct, indirect, and induced contributions, driving growth in local and regional economies.
Developing the SunZia Wind & Transmission project featuring 3,515 MW wind capacity and a 3,000 MW HVDC transmission line.
Aimed to reach net-zero emissions by 2050.
Expanded distributed energy and storage capabilities through the acquisition of Dynamic Energy.
Western Spirit Wind operations increased annual generation by 20%
Contributed $90 million to local economies through land leases, taxes, and community initiatives.
Inclusion & Diversity
Seven Affinity Networks
Diversity Networks
The company supports seven affinity networks that foster community, education, and inclusion, including PRIDE, CARE, and WIRE.
strategic action plans with tracked performance metrics and accountability under DEI Council
employee‑led RISE program focused on representation, igniting inclusion, leader commitment and equity enhancements
Affinity Networks deliver mentoring, networking, education and cultural events (e.g. PRIDE movie club; CARE monthly expert sessions)
commit to identify and address barriers in talent acquisition, retention, recognition and advancement
encourage employees to bring authentic selves and participate in difficult conversations