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Salesforce Business Process Analyst

Job in Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listing for: Generac
Full Time position
Listed on 2025-12-27
Job specializations:
  • IT/Tech
    Business Systems/ Tech Analyst, CRM System
  • Business
    Sales Analyst, Business Systems/ Tech Analyst, CRM System
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

As a Salesforce Business Process Analyst at Generac, you will serve as a key business partner to optimize sales processes, enhance CRM functionality, and deliver actionable insights via reporting and dashboards. This role bridges the gap between business needs and Salesforce capabilities, acting as a liaison between users on the business side and IT implementation teams.

This position is responsible for partnering with stakeholders on business and IT teams to continuously improve our Salesforce instance and support business‑critical functions. In addition, this role will partner closely with sales users to support onboarding and continuous tool training for new and improved functionalities. The successful individual will identify gaps in processes and provide recommendations based on data and analysis to improve ongoing processes.

Salesforce

Administration And Optimization
  • 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.
Salesforce Performance Analytics
  • 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.
Ongoing Sales Training & Support
  • 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.
Operational Excellence
  • 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.
  • Utilize analytics to help streamline major processes to improve cost to serve & customer experience.
Cross Functional Partnership
  • 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.).
Minimum Qualifications
  • 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.
Preferred Qualifications
  • Salesforce Administrator certification.
  • Experience with other sales tools and technologies, such as SAP ERP, SAP CRM, Showpad, Marketing automation platforms, Power

    BI, and other data visualization platforms.
  • Experience in leading projects and initiatives.
  • Previous experience working for a manufacturing company.
Knowledge,

Skills and Abilities
  • Deep…
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