Pattern Energy · 3 weeks ago
CRM Systems Architect
US-TX-Houston
Full-time
Onsite
Senior Level
$111K/yr - $138K/yr
5+ years expPattern Energy is a leading renewable energy company that develops, constructs, owns, and operates high-quality wind and solar generation, transmission, and energy storage facilities. The CRM Systems Architect is responsible for understanding business processes and capturing requirements to implement scalable solutions, collaborating with stakeholders to translate business needs into development-ready user stories, and enhancing user adoption through training and documentation.
EnergyRenewable Energy
Responsibilities
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
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
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
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
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
Utilize technology to maintain a centralized and current information repository, following KCS principles, to extend knowledge reach and streamline content management
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
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
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
Qualification
Required
BS degree in related field required
5-7 years of experience working in a medium to large corporate environment
5 years working on technology projects preferably CRM
5 years of cross-departmental business experience, with demonstrated ability to engage and empathize with a wide variety of business owners
3 years direct experience managing products or systems development
Track record of delivering impactful business applications using Agile methods on integrated team
Experience with leading UI/UX changes based on process improvement determined from current state analysis
Experience demonstrating business value though quantifiable metrics and KPIs
Established proficiency in Salesforce configuration and best practices, including customization (via configuration) of fields, flows, layouts, and reports
Strong understanding of Salesforce capabilities and limitations, including model and security, Declarative tools (Approval Processes, Duplicate Rules, Lookup Filters), Reports and dashboards
Experience working with 3rd party CRM applications
Web form data collection (FormAssembly, Gravity Forms)
Screen capture for training video creation
Gathering and documenting requirements
Writing user stories and acceptance criteria
Supporting UAT and change management
Collaborating with technical teams and stakeholders
User training and change management documentation to inform users and document process and system enhancements
Survey data collection for feedback elicitation
Established proficiency in a variety of business applications beyond CRM, including MS Office Applications (PowerPoint, Excel, Word)
Lucid or other process mapping software
Azure Dev Ops or JIRA
Customer 360/ MDM (Master Data management)
Contract LifeCycle Management applications (CLM)
ERP / Financial Systems
Knowledge of Agile methodologies (Scrum/Kanban) for backlog management and sprint planning
Ability to travel up to 10 percent of the time between Houston/San Francisco
Preferred
Multi-cultural and multi-regional experience is highly preferred
Renewable energy industry experience is desirable
Proficiency in Excel formulas preferred
Benefits
Medical
Dental
Vision
Short and long-term disability
Life insurance
Voluntary benefits
Family care benefits
Employee assistance program
Paid time off and bonding leave
Paid holidays
401(k)/RRSP retirement savings plan with employer contribution
Employee referral bonuses
Company
Pattern Energy
Pattern Energy is one of the world’s largest privately-owned developers and operators of wind, solar, transmission, and energy storage projects.
501-1000 employees
H1B Sponsorship
Pattern Energy has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (6)
2023 (1)
2022 (2)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$11.21BKey Investors
APG Asset Management
2024-12-16Post Ipo Secondary
2023-12-27Post Ipo Debt· $11B
2019-11-05Acquired
Leadership Team
Matthew Rhodes
Chief Financial Officer
Recent News
2026-01-03
2025-01-22
2025-01-10
Company data provided by crunchbase