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crm data analysis salesforce tableau change management📋 Description
- Lead enterprise-wide process and systems transformation across GTM, Finance, Ops, Partner, and Support.
- Bridge business and tech teams; standardize communication and requirements.
- Drive data-driven improvements; oversee discovery, requirements, and UAT.
- Develop and improve business process architecture for Sales, CS, and Ops.
- Lead cross-functional initiatives for timely delivery, risk mitigation, and adoption.
- Based in San Francisco; in-office Mon, Wed, Thu.
🎯 Requirements
- 8+ years in business process mgmt, systems analysis, operations, or program delivery.
- Exposure to Salesforce and/or NetSuite environments and integrated workflows.
- Advanced knowledge of system integration across Salesforce, ERP, internal systems, and third-party apps.
- Experience coordinating multi-team, cross-functional initiatives.
- Expertise in business requirements analysis, technical analysis, process design, QA, data analysis, and product ownership.
- Experience with technology/system development methodologies.
- Bachelor's degree in Business, Information Systems, Computer Science, or related field, or equivalent experience.
🎁 Benefits
- Company equity
- Health, dental, and vision coverage
- Generous PTO and sick leave
- 401(k) with company match
- Disability and life insurance
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