Responsibilities
- Conduct exploratory workshops with manufacturing clients to grasp their strategic goals, sales and service frameworks, distribution channels, and critical performance indicators.
- Evaluate existing CRM and legacy systems, pinpoint deficiencies, and establish a Salesforce-focused target state.
- Create CRM transformation plans using Salesforce as the core platform, detailing phases, scope, and implementation strategy.
- Reengineer comprehensive business processes, such as Lead-to-Opportunity-to-Order, Quote-to-Cash, Key Account Management, After-Sales & Service, Warranty, Field Service, and Partner/Dealer Management, in line with Salesforce best practices.
- Serve as a trusted advisor to senior client stakeholders on CRM strategy, governance, and operational models.
- Oversee the entire Salesforce solution architecture for manufacturing CRM projects, primarily involving Sales Cloud, Service Cloud, Experience Cloud, and other relevant clouds.
- Define data structures, object relationships, security protocols, environment strategies, and integration methods with ERP, MES, PLM, pricing engines, and other systems.
- Develop solution blueprints, high-level designs, and effort estimates, ensuring designs are scalable, maintainable, and aligned with Salesforce best practices and platform limits.
- Guide functional consultants and technical teams during project execution, reviewing user stories, configurations, and customizations for alignment with the solution design.
- Develop internal accelerators, templates, and industry-specific assets for manufacturing CRM.
- Collaborate with sales and account teams to assess opportunities and define solution and delivery strategies.
- Lead customized Salesforce demonstrations for manufacturing scenarios, such as key account planning, complex opportunity management, CPQ quoting flows, warranty and service flows, dealer/distributor portals, and field service scenarios.
- Prepare solution presentations, architecture overviews, and walkthroughs for client meetings, including oral RFP defenses.
- Translate RFP/RFI requirements into Salesforce-based solutions, clearly outlining scope, approach, and assumptions.
- Build and present the business case and ROI for CRM transformation, linking Salesforce capabilities to commercial and operational outcomes.
- Advise clients on CRM governance, operating models, and Salesforce roles.
- Support the definition of role-based Salesforce usage models for various user types.
- Contribute to change, communication, and training plans, and help design KPIs and dashboards to monitor CRM adoption and performance.
- Promote data quality and disciplined CRM usage to ensure reliable reporting and analytics.
- Act as the design authority for one or more projects, ensuring consistency across workstreams and vendors.
- Participate in and sometimes lead key Agile ceremonies, clarifying requirements and validating sprint outcomes.
- Identify and address risks and issues related to solution design, scope, or integration early, proposing mitigation options.
- Support UAT planning, test scenario definition for end-to-end CRM flows, go-live readiness assessment, and hyper care.
Compensation
Negotiable
Work Arrangement
On-site
Team
Collaborative
Qualifications
- Proven experience in CRM transformation projects, with a focus on Salesforce implementation.
- Deep understanding of manufacturing industry processes and Salesforce best practices.
- Strong leadership and advisory skills, with the ability to work with senior stakeholders.
- Experience in designing and implementing CRM solutions, including data modeling, security, and integration.
- Proficiency in Agile methodologies and project management.
- Excellent communication and presentation skills, with the ability to translate technical concepts into business value.
- Experience in conducting workshops, demos, and client presentations.
- Knowledge of ERP systems and integration patterns.
- Ability to build and articulate business cases and ROI for CRM transformations.
- Experience in defining CRM governance, operating models, and role-based usage models.
Preferred Qualifications
- Certifications in Salesforce (e.g., Salesforce Certified Technical Architect, Salesforce Certified Application Architect).
- Experience with Salesforce Manufacturing Cloud, Field Service, Revenue Cloud/CPQ, and CRM Analytics.
- Background in manufacturing industry processes and systems (e.g., ERP, MES, PLM).
- Experience in leading Agile ceremonies and managing project workstreams.
- Strong analytical and problem-solving skills, with the ability to identify and mitigate risks.
- Experience in conducting UAT planning, test scenario definition, and go-live readiness assessments.
- Knowledge of change, communication, and training plans, and the ability to design meaningful KPIs and dashboards.
- Experience in promoting data quality and disciplined CRM usage to ensure reliable reporting and analytics.
- Ability to serve as a design authority for multiple projects, ensuring coherence across workstreams and vendors.
No
