Salesforce Success Manager

As a Salesforce Success Manager, you will play a crucial role in bridging the gap between the business and technical solutions within the Salesforce platform, participate in strategic planning for future Salesforce enhancements and create, maintain, and deliver training for all users. You will work closely with stakeholders to understand their needs, analyze business processes, design, test and implement effective solutions that leverage Salesforce capabilities and align with business needs and productive uses of the platform. This position will manage large scale projects and act as escalated technical support for Salesforce problems reported by the business. This role requires a deep understanding of Salesforce functionalities, strong analytical skills, strong project management skills, strong business acumen, and effective communication to ensure successful implementation and optimization of Salesforce solutions. A portion of this role will be to govern and maintain the Highspot Sales Enablement Tool and ensure successful integration with Salesforce.

Duties and Responsibilities:

• Complete ownership of Highspot and the integration with Salesforce

• Project manager for all Salesforce initiatives- will have exclusive ownership coding and quoting in Salesforce

• Integrating AI capabilities with Salesforce for Small Business Segment

• Managing integration of internal Salesforce to Broker portals

• Owning all training initiatives for Salesforce (user guides, end user training)

• Face of Salesforce to the business- Relationship management

• Managing IT relationship to complete projects

• Working with Senior Leadership to confirm and prioritize Salesforce projects; Influence roadmap planning for Salesforce future use

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor’s degree in business administration, IS, analytics, or other field preferred or equivalent and relevant experience.

• 10+ years of experience as a business analyst, including at least 5 years as a Salesforce Business Analyst

• 5+ years’ experience working as part of an agile team preferred.

• Knowledge of Agile Development Methodologies.

• Practical experience with tracking tools such as Azure DevOps or JIRA, required.

• Strong understanding of Salesforce best practices and design principles

• Proven experience leading successful Salesforce implementations

• Proven ability to demonstrate planning and project management skills.

• Ability to work independently and manage multiple projects in a dynamic, fast-paced environment.

• Exceptional communication skills (written and verbal) and successful history of cross-functional collaboration with diverse staff members at all levels.

• Experience working with stakeholders (i.e., Product, Marketing, Sales Enablement, Operations teams) and influencing outcomes – consulting skills.

• Strong aptitude for collaborating and building relationships, understanding team dynamics, taking initiative, and solving problems.

• Strong quantitative, analytical, and problem-solving skills with exceptional attention to detail and follow through.

• Proficiency in data analysis, reporting and visualization tools (e.g., Tableau, CRM Analytics, Power BI, Excel)

• Strong understanding of Salesforce functionality, customization, and data management principals

• Proven experience implementing and governing spots, content, and integrations on Highspot

• Expert level proficiency with Excel

Ability to Travel: None

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.