Salesforce Techno-Functional Lead
Apogee Enterprises, Inc., Blaine, 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
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.
Our Benefits
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.
#J-18808-Ljbffr
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
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.
Our Benefits
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.
#J-18808-Ljbffr