Salesforce CRM Manager

Here at Appian our values of Intensity and Excellence define who we are. We set high standards and live up to them ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment holding ourselves and each other accountable to achieve the best results. When you join Appian youll be part of a passionate team dedicated to accomplishing hard things together.

As part of a high-performance fast-moving and collaborative GTM Operations team our Salesforce CRM Manager will support and drive all related CRM projects and processes.

This role will help guide the business to improve processes and efficiency in Salesforce and will elicit document and analyze requirements around business challenges and then produce data-driven solutions. Accountable for on-time high-quality software project deliveries including Analysis Design Development and Quality Assurance.

This role is based at our HQ in McLean VA. Appian was built on a culture of in-person collaboration which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 5 days a week to foster that culture and ensure we continue to thrive through shared ideas and teamwork. We believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian.

What youll do:

• Support administer and maintain day to day CRM operations. (includes sales cases user set up design / configuration of custom objects profiles and roles workflow/process builder visual flows custom fields validation rules and page layouts).

• Understand business needs: Help with the drafting of the specifications participating in the framing of the Salesforce project. Must understand how the company operates on a daily basis and its objectives in order to propose appropriate solutions.

• Analyze and Report CRM specific data becoming a SME to those analyzing Funnel/Pipeline information.

• Develop and support in the creation of user guides and training materials for any significant releases.

• Enhance Go-to-Market (GTM) efficiency by solving sales funnel bottlenecks with technology. This includes evaluating and implementing third-party solutions to resolve productivity issues and overseeing the complete lifecycle of new technology from initial deployment to ongoing administration.

• Leverage AI in Sales Process including identifying evaluating and implementing Artificial Intelligence or Machine Learning solutions within the Salesforce ecosystem.

• Be the voice for sales in building and maintaining our Salesforce architecture in partnership with Business Technology (BT). Scope varies from small system changes to build out of Territory hierarchy Account Hierarchy Account Mapping and routing rules

• Measure the impact of initiatives to support overall platform efficiency.

• Provide guidance to stakeholders and senior leadership on technical solutions to business challenges and opportunities.

Desired Qualifications:

• Bachelors degree in business data science or other related field required.

• 8 years of professional experience with a minimum of 5 years of experience as Salesforce administrator or CRM manager required.

• Proven experience managing Salesforce CRM in the past or equivalent certifications.

• Previous experience with CRM deployments at a SaaS company

• Ability to execute projects and tasks with minimal guidance and supervision.

• Possession of excellent oral and written communication skills.

Tools and Resources

• Training and Development: During onboarding we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
• Growth Opportunities: Appian provides a diverse array of growth and development opportunities including our leadership program tailored for new and aspiring managers a comprehensive library of specialized department training through Appian University skills based training and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
• Community: Well immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social educational and outreach activities to connect with Appianites and larger initiatives throughout the company.

Benefits

Appian offers a comprehensive benefits package designed to support your health wellbeing and financial future. Benefits may include health coverage Employee Assistance Program (EAP) with free mental health support life and disability insurance an Employee Stock Purchase Program (ESPP) a retirement/pension plan wellness dollars tuition reimbursement family-forming benefits and more. Benefits vary by countryplease ask your Talent Acquisition contact for details specific to the location you are applying to.

About Appian

Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. Weve been automating processes for 25 years and understand enterprise operations like no one else. For more information visit . Nasdaq: APPN

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Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal state or local law.

Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process please contact us by email at. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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