Generac · 3 weeks ago
Salesforce Business Process Analyst
Pewaukee, WI - USA
Full-time
Hybrid
Mid Level
3+ years expGenerac is a leading energy technology company committed to powering a smarter world. As a Salesforce Business Process Analyst, you will optimize sales processes, enhance CRM functionality, and deliver actionable insights through reporting and dashboards, acting as a liaison between business needs and Salesforce capabilities.
Electrical DistributionElectronicsEnergyManufacturing
Responsibilities
Maintain and enhance Salesforce workflows, customizations, and integrations to align with business goals
Manage intake process for sales user enhancement requests and requests for new reporting/dashboards
Ensure data integrity and accuracy through regular audits and updates
Collaborate with other departments and teams across Generac to leverage Salesforce best practices and build consistency across roles
Partner with sales leaders to build consistent reports, dashboards, leaderboards, and forecasting to help inform and drive business decisions
Track key KPIs, create user surveys, and collect feedback to ensure consistent and effective user adoption; provide insights to internal stakeholders
Ensure a deep understanding of data flow and system integration with other sales platforms within the business to ensure a seamless flow of information across systems
Partner with Analytics teams to ensure reporting and dashboarding rules of engagement are clear across different reporting platforms
Partner with Analytics teams to understand key trends in sales processes to recommend deep dive analyses and opportunities for continuous improvement
Deliver training sessions for sales users on features and updates
Partner with Sales Communications team to message key process changes and the “what’s in it for me” behind them
Partner with Sales Training team and Sales leadership to support new Sales onboarding training
Design and maintain training resources such as step by step instructions, tutorial videos and FAQs
Implement automation solutions to reduce manual effort, improve sales productivity, and surface revenue generating opportunities
Identify opportunities to streamline sales processes using Salesforce tools
Leverage data analytics to identify program performance and analyze elements for change and margin improvement
Utilizes analytics to help streamline major processes to improve cost to serve & customer experience
Collaborate with Sales teams, regularly shadowing to understand critical selling processes and tools to ensure continuous improvement in platform
Build relationships across user groups at Generac to understand key similarities in selling processes to drive standardization across Salesforce instances/user profiles
Collaborate with partner teams across Finance, Analytics, Contracts, and Sales to identify key processes that live outside of Salesforce with opportunity to connect and optimize sales processes (examples include: Territory, Compensation, Forecasting, etc.)
Qualification
Required
Bachelor's degree or equivalent
Minimum 3 years of related experience in Sales Operations, IT, Marketing or other related field
Minimum 3 years of experience using Salesforce (or a similar CRM tool), including reports, dashboards, and workflow automation
Deep understanding of Salesforce CRM, including configuration, customization, and reporting capabilities
Excellent project management skills, with a proven ability to lead projects to completion on time and within budget
Ability to work effectively in a fast-paced, dynamic environment
Excellent communication and interpersonal skills with ability to work collaboratively across departments
Advanced analytical and problem-solving skills to identify opportunities and the ability to communicate findings cross-functionally to drive action planning and execution
Ability to convert metrics into meaningful information
Advanced Excel and PowerPoint skills with the ability to create and maintain complex excel models
Able to influence others without direct authority and work effectively with all levels of the organization
Self-starter with initiative and vision
Proven leadership skills to manage and lead teams effectively and motivate them to achieve their goals
Preferred
Salesforce Administrator certification
Experience with other sales tools and technologies, such as SAP ERP, SAP CRM, Showpad, Marketing automation platforms, PowerBI, and other data visualization platforms
Experience in leading projects and initiatives
Previous experience working for a manufacturing company
Company
Generac
Generac is the total energy solutions company powering a smarter world.
5001-10000 employees
H1B Sponsorship
Generac 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 (35)
2024 (17)
2023 (14)
2022 (17)
2021 (7)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$300MKey Investors
GRIP ProgramUS Department of Energy
2024-10-21Grant· $50M
2024-07-17Grant· $200M
2023-10-27Grant· $50M
Leadership Team
Aaron Jagdfeld
CEO
Anne Hoskins
SVP Policy and Market Development-- Energy Technology
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-05
2025-11-11
Company data provided by crunchbase