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The Business Systems Specialist is a member of the Business Systems Team within the Central Ops Organization. This role helps to ensure systemic accuracy & usability of our sales tools. Primary sales tools to be supported will include but not be limited to Salesforce Clari ClosePlan and Callidus Commissions.
Your Impact
The primary areas of focus for this role will be:
Act as a liaison between IT Development and business functions to drive system enhancements to completion through business requirement gathering documentation prioritization and testing in an Agile environment.
Resolve Tier 2 support requests driving to timely resolution for the end user
Demonstrate thorough understanding on role hierarchy forecast hierarchy and territory hierarchy
Troubleshoot and resolve tier 2 tickets from sales users related to Salesforce sales forecasting and other sales tools
Drive all issues to resolution with a strong focus on customer satisfaction through timely follow-up attention to detail and cross functional collaboration with IT and other team members
Work closely with the companys Subject Matter Experts and IT to research & resolve issues related to Salesforce & Clari
Partner with Sales Operations Sales Leadership and our Revenue Acceleration team to understand business requirements for systemic enhancements and then partner closely with IT Development for execution through an Agile environment
Perform business requirement gathering documentation prioritization and testing in an Agile environment
Conduct change management for related system enhancements
Project Manage and provide direct support to Merger & Acquisition related Salesforce changes
Utilize business knowledge and expertise to drive business process improvements
Balance relationships with multiple business teams for new solution features and technical support
Perform regular SFDC data audits to ensure accuracy within the system
Assist in scheduled maintenance of the systems via data migrations
Assist with documentation of best practices and usage
Qualifications :
Your Experience
9 years of professional experience in system and tools support with a strong background in Salesforce.
Salesforce certification is highly preferred though not mandatory.
Strong understanding of the Salesforce ecosystem terminology and best practices with particular focus on data security.
Proven hands-on experience with sales forecasting tools and supporting sales teams with system and tool enablement.
Experience working in sales environments and sales processes is a strong advantage.
Skilled in driving system and process changes in Agile environments collaborating effectively with cross-functional teams.
Demonstrated ability to train and enable sales users on new Salesforce functionalities and system enhancements.
Strong experience with data extraction mass updates and bulk operations using tools like Workbench and Data Loader.
Ability to manage and collaborate with diverse stakeholders including both technical and non-technical internal/external customers and vendors.
Solid knowledge of ServiceNow JIRA Anaplan and SOQL is a plus.
Excellent time management problem-solving and communication skills with the ability to tailor messaging for different audiences.
Recognized as a quick learner who thrives in fast-paced environments.
Strong team player with a service-oriented and customer-first mindset.
Demonstrated commitment to continuous learning flexibility quality and relationship-building.
Additional Information :
The Team
Our Strategy & Operations team at Palo Alto Networks works on a set of strategic initiatives to drive process improvement projects to deliver improved efficiency and scale through simplification automation and innovation across Sales Operations tools and processes.
You will be part of a growing passionate and dynamic team with an opportunity to work on challenging and exciting projects centered on what we believe is one of the most significant mission statements in the world.
Our Commitment
Were problem solvers that take risks and challenge cybersecuritys status quo. Its simple: we cant accomplish our mission without diverse teams innovating together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace and all qualified applicants will receive consideration for employment without regard to age ancestry color family or medical care leave gender identity or expression genetic information marital status medical condition national origin physical or mental disability political affiliation protected veteran status race religion sex (including pregnancy) sexual orientation or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Full-time