Functional-Technical Salesforce Customer Success Manager/Business Analyst
Solar Turbines, San Diego, CA, United States
Job Description
Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
Career Area: Technology, Digital and Data
What You’ll Do Strategic Partnership & Functional-Technical Advisory
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.
Hands‑On Technical & Functional Implementation
Own the full Salesforce solution lifecycle: requirement elicitation/gathering, feasibility analysis, configuration, testing, deployment, and optimization.
Configure and maintain Salesforce objects, flows, automations, and integrations to support scalable business processes.
Partner with solution architects, product managers, CSMs, developers, and data teams to ensure seamless integration across platforms.
Develop reports and dashboards.
Assess and solve root‑cause issues with a focus on sustainability and future‑proof design.
Product Adoption & Continuous Improvement
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.
What We’re Looking For Minimum Qualifications
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.
Preferred Qualifications
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.
Summary Pay Range $112,710.00 - $169,060.00. Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job‑related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
Benefits
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 Reimbursement
These benefits also apply to part‑time employees
This position requires working onsite five days a week.
Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.
#J-18808-Ljbffr
Career Area: Technology, Digital and Data
What You’ll Do Strategic Partnership & Functional-Technical Advisory
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.
Hands‑On Technical & Functional Implementation
Own the full Salesforce solution lifecycle: requirement elicitation/gathering, feasibility analysis, configuration, testing, deployment, and optimization.
Configure and maintain Salesforce objects, flows, automations, and integrations to support scalable business processes.
Partner with solution architects, product managers, CSMs, developers, and data teams to ensure seamless integration across platforms.
Develop reports and dashboards.
Assess and solve root‑cause issues with a focus on sustainability and future‑proof design.
Product Adoption & Continuous Improvement
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.
What We’re Looking For Minimum Qualifications
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.
Preferred Qualifications
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.
Summary Pay Range $112,710.00 - $169,060.00. Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job‑related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
Benefits
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 Reimbursement
These benefits also apply to part‑time employees
This position requires working onsite five days a week.
Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.
#J-18808-Ljbffr