Salesforce Techno-Functional Lead
Apogee Enterprises, Faribault, MN, United States
Apogee Services Inc.
Position Summary:
The
Salesforce Techno-Functional Lead
owns and drives the standardization, optimization, and ongoing evolution of our Salesforce platform across multiple manufacturing business segments. This role will serve as the
primary bridge between the business and IT , ensuring Salesforce supports a consistent, scalable, and insight-driven
sales and opportunity pipeline
while meeting the unique needs of our manufacturing operations. The ideal candidate is hands-on with Salesforce configuration, strong in sales and service process design, and comfortable engaging directly with sales leadership, operations, and customer service teams. Responsibilities: Salesforce Strategy & Standardization Lead the
standardization of Salesforce Sales and Service Cloud
across manufacturing business units Define and enforce
common sales, opportunity, and forecasting processes Balance standardization with legitimate segment-specific requirements Establish guardrails for configuration vs. customization Sales & Opportunity Pipeline Alignment Partner with Sales, Operations, and Finance to align on:
Lead-to-opportunity processes Opportunity stages, probabilities, and exit criteria Pipeline hygiene, forecasting accuracy, and reporting
Ensure Salesforce supports
manufacturing sales models
(direct sales, distributors, long sales cycles, engineered-to-order, etc.) Improve visibility into backlog, bookings, pipeline, and win/loss data Business Partnership Act as a trusted advisor to business stakeholders Facilitate requirements workshops and translate business needs into Salesforce solutions Challenge requests that introduce unnecessary complexity or deviation from standards Support change management and user adoption across sales and service teams Hands-on Salesforce Delivery Perform advanced Salesforce configuration including:
Flows and automation Objects, fields, page layouts, and record types Validation rules and approval processes Security model (roles, profiles, permission sets)
Support light development (or closely partner with developers) using Apex, Lightning Web Components, and integrations as needed Oversee releases, testing, and deployment activities Data, Reporting & Insights Ensure high-quality pipeline and opportunity data Design dashboards and reports for:
Sales leadership Operations and forecasting Executive visibility
Partner with downstream systems (ERP, CPQ, Service systems) to ensure data alignment Governance & Continuous Improvement Support Salesforce governance, intake, and prioritization processes Document standards, processes, and solution designs Identify opportunities to simplify, automate, and improve Salesforce usage Education & Experience Required: 4+ years of Salesforce required; 3+ years working directing in Sales and Service Cloud in a
techno-functional role Strong hands-on experience with
Sales Cloud
(required) and
Service Cloud
(preferred) Proven experience supporting
manufacturing or industrial organizations Deep understanding of:
Opportunity pipeline management Forecasting and sales stages Long or complex sales cycles
Advanced Salesforce configuration skills (Flows, security, automation) Ability to work directly with business stakeholders and lead requirements discussions Strong communication skills with both technical and non-technical audiences Ideally this role would be hybrid at one of our locations in the Midwest. Salary range is $130,000-150,000 + annual bonus opportunity #LI-AB1 Our Benefits We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team. Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
Incentive Plans
401(k) with employer contribution and match
Employee Stock Purchase Plan with employer match
Paid Time Off (Vacation and Sick Time)
Paid Holidays
Tuition Reimbursement Program
Employee Assistance Program (EAP)
Wellness Program
Training and Career Progression
Apogee and our brands are an Equal Opportunity Employer.
Salesforce Techno-Functional Lead
owns and drives the standardization, optimization, and ongoing evolution of our Salesforce platform across multiple manufacturing business segments. This role will serve as the
primary bridge between the business and IT , ensuring Salesforce supports a consistent, scalable, and insight-driven
sales and opportunity pipeline
while meeting the unique needs of our manufacturing operations. The ideal candidate is hands-on with Salesforce configuration, strong in sales and service process design, and comfortable engaging directly with sales leadership, operations, and customer service teams. Responsibilities: Salesforce Strategy & Standardization Lead the
standardization of Salesforce Sales and Service Cloud
across manufacturing business units Define and enforce
common sales, opportunity, and forecasting processes Balance standardization with legitimate segment-specific requirements Establish guardrails for configuration vs. customization Sales & Opportunity Pipeline Alignment Partner with Sales, Operations, and Finance to align on:
Lead-to-opportunity processes Opportunity stages, probabilities, and exit criteria Pipeline hygiene, forecasting accuracy, and reporting
Ensure Salesforce supports
manufacturing sales models
(direct sales, distributors, long sales cycles, engineered-to-order, etc.) Improve visibility into backlog, bookings, pipeline, and win/loss data Business Partnership Act as a trusted advisor to business stakeholders Facilitate requirements workshops and translate business needs into Salesforce solutions Challenge requests that introduce unnecessary complexity or deviation from standards Support change management and user adoption across sales and service teams Hands-on Salesforce Delivery Perform advanced Salesforce configuration including:
Flows and automation Objects, fields, page layouts, and record types Validation rules and approval processes Security model (roles, profiles, permission sets)
Support light development (or closely partner with developers) using Apex, Lightning Web Components, and integrations as needed Oversee releases, testing, and deployment activities Data, Reporting & Insights Ensure high-quality pipeline and opportunity data Design dashboards and reports for:
Sales leadership Operations and forecasting Executive visibility
Partner with downstream systems (ERP, CPQ, Service systems) to ensure data alignment Governance & Continuous Improvement Support Salesforce governance, intake, and prioritization processes Document standards, processes, and solution designs Identify opportunities to simplify, automate, and improve Salesforce usage Education & Experience Required: 4+ years of Salesforce required; 3+ years working directing in Sales and Service Cloud in a
techno-functional role Strong hands-on experience with
Sales Cloud
(required) and
Service Cloud
(preferred) Proven experience supporting
manufacturing or industrial organizations Deep understanding of:
Opportunity pipeline management Forecasting and sales stages Long or complex sales cycles
Advanced Salesforce configuration skills (Flows, security, automation) Ability to work directly with business stakeholders and lead requirements discussions Strong communication skills with both technical and non-technical audiences Ideally this role would be hybrid at one of our locations in the Midwest. Salary range is $130,000-150,000 + annual bonus opportunity #LI-AB1 Our Benefits We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team. Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
Incentive Plans
401(k) with employer contribution and match
Employee Stock Purchase Plan with employer match
Paid Time Off (Vacation and Sick Time)
Paid Holidays
Tuition Reimbursement Program
Employee Assistance Program (EAP)
Wellness Program
Training and Career Progression
Apogee and our brands are an Equal Opportunity Employer.