Systems Accuracy Specialist
2 weeks ago
The Business Systems Manager position is responsible for ensuring systemic accuracy and usability of sales tools, including Salesforce, Clari, People.ai, ClosePlan, and Callidus Commissions.
Key Responsibilities:- Act as a liaison between IT Development and business functions to drive system enhancements to completion.
- Resolve Tier 2 support requests driving timely resolution for the end user.
- Demonstrate thorough understanding of role hierarchy, forecast hierarchy, and territory hierarchy.
- Troubleshoot and resolve Tier 2 tickets from sales users related to Salesforce, sales forecasting, and other sales tools.
- Drive all issues to resolution with a strong focus on customer satisfaction through timely follow-up, attention to detail, and cross-functional collaboration.
- Work closely with Subject Matter Experts and IT to research and resolve issues related to Salesforce and Clari.
- Partner with Sales Operations, Sales Leadership, and Revenue Acceleration to understand business requirements for systemic enhancements.
- Perform business requirement gathering, documentation, prioritization, and testing in an Agile environment.
- Conduct change management for related system enhancements.
- Project manage and provide direct support to Merger & Acquisition related Salesforce changes.
- Utilize business knowledge and expertise to drive business process improvements.
- Balance relationships with multiple business teams for new solution features and technical support.
- Perform regular SFDC data audits to ensure accuracy within the system.
- Assist in scheduled maintenance of the systems via data migrations.
- 9+ years of professional experience in system and tools support, with a strong background in Salesforce.
- Salesforce certification is highly preferred, though not mandatory.
- Strong understanding of the Salesforce ecosystem, terminology, and best practices, with particular focus on data security.
- Proven hands-on experience with sales forecasting tools and supporting sales teams with system and tool enablement.
- Experience working in sales environments and sales processes is a strong advantage.
- Skilled in driving system and process changes in Agile environments, collaborating effectively with cross-functional teams.
- Demonstrated ability to train and enable sales users on new Salesforce functionalities and system enhancements.
- Strong experience with data extraction, mass updates, and bulk operations using tools like Workbench and Data Loader.
- Ability to manage and collaborate with diverse stakeholders, including both technical and non-technical internal/external customers and vendors.
- Solid knowledge of ServiceNow, JIRA, Anaplan, and SOQL is a plus.
- Excellent time management, problem-solving, and communication skills with the ability to tailor messaging for different audiences.
- Recognized as a quick learner who thrives in fast-paced environments.
- Strong team player with a service-oriented and customer-first mindset.
- Demonstrated commitment to continuous learning, flexibility, quality, and relationship-building.
Working in the Strategy & Operations team at Palo Alto Networks provides the opportunity to work on strategic initiatives and drive process improvement projects.
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