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Caterpillar Brazil

Salesforce Customer Success Manager/Business Analyst

Caterpillar Brazil, San Diego, California, United States, 92189

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* Act as a trusted advisor to cross-functional business units (Sales, Marketing, Operations, Legal, Finance, Business Management, Overhaul, etc.), understanding their needs, goals, and challenges.* Understand and document use cases, business processes, and requirements.* Translate complex business requirements into clear, actionable functional design and technical requirements.* Create and present proof of concept (POC) solutions to demonstrate feasibility, value, and alignment before full implementation.* Lead discovery workshops and working sessions to identify use cases, gather requirements, develop process flows, build consensus, and propose solution options.* Drive solution adoption by aligning technical solutions to users' needs and business priorities.* Monitor solution performance and user feedback to identify improvement opportunities.* Collaborate with CSM peers to drive continuous improvements and share knowledge.* Recommend and implement enhancements based on analysis, trends, and business input.* Create documentation, training, and enablement content to support business self-service and engagement* Bachelor's degree in Computer Science, Engineering, Information Technology, Mathematics, Data Analytics, Information Systems, or Business Technology,* 8+ years of experience in Customer Success, Business Analyst role with hands-on Salesforce implementation experience (Sales Cloud, Service Cloud, LWC, Einstein, AppExchange, automation tools, data management, reporting, and dashboard)* Proficient with Apex, Visualforce, and Salesforce Lightning* Experience with Salesforce APIs and integrations* Data modeling and database (SQL, Oracle, etc.) experience* Development experience in C#, Java, Angular, or python* Proven ability to understand use cases, elicit requirements, analyze business processes and data, and translate business needs into effective functional and technical solutions.* Solid problem-solving skills to identify and resolve Salesforce configuration issues.* Experience designing and implementing enterprise solutions with a strong understanding of business processes, configuration, automation, data flow, and integrations.* Excellent presentation and documentation (requirements/user stories/process flows) skills.* Excellent planning, organizational, and time management skills.* Track record of successfully managing and delivering multiple projects concurrently.* Solid Agile/Scrum skills.* Strong team player with a collaborative mindset.* A self-starter mindset with strong ownership, accountability, and a drive for continuous learning and improvement.* **Certifications**: Salesforce System Administrator, Platform developer I/II* Experience with Industrial Gas Turbine (Sales, Overhaul, Service Parts, Marketing) or Manufacturing* Familiarity with CRM Analytics* Azure DevOps experience* Agile/Scrum & Waterfall frameworks* Application & system integrations experience* Informatica IICS experience* Snowflake, Matillion experience* Salesforce Data Cloud experience* Agentforce experience* Medical, dental, and vision benefits\** Paid time off plan (Vacation, Holidays, Volunteer, etc.)\** 401(k) savings plans\** Health Savings Account (HSA)\** Flexible Spending Accounts (FSAs)\** Health Lifestyle Programs\** Employee Assistance Program\** Voluntary Benefits and Employee Discounts\** Career Development\** Incentive bonus\** Disability benefits* Life Insurance* Parental leave* Adoption benefits* Tuition ReimbursementSolar’s foundation is people and Solar’s culture is one where individual contributions are valued, diversity in the workplace is encouraged, and safety is emphasized in all aspects of the business. Solar Turbines is comprised of a dedicated and multi-talented workforce of more than 9,000 employees with decades of experience working as a global team. #J-18808-Ljbffr