Salesforce Customer Success Product Analyst

Overview

Hybrid
$100,000 - $120,000
Full Time
10% Travel

Skills

Salesforce
CPQ
Business Analyst
stakeholders
Demo
Customer Success

Job Details

Title: Salesforce Business Relationship Manager / Senior Salesforce BA (Hybrid Menasha, WI)
Contract Type: 6-month Contract-to-Hire
Compensation: $60/hr W2 (C2H), target conversion ~$120K salary
Location: Hybrid, 3 days onsite in Menasha, WI

About the Role
A Salesforce-focused Business Relationship Manager / Senior Business Analyst is needed to drive Salesforce adoption strategy and value realization across Sales, Service, and Field Operations. You will partner with director/manager-level stakeholders to shape the roadmap, lead discovery, and translate business needs into scalable Salesforce solutions.

What You ll Do

  • Lead discovery, requirements gathering, and process mapping; create user stories, backlog, and roadmap.

  • Advise on Salesforce adoption strategy across Sales Cloud, Service/Field Service, CPQ, asset and case management, and licensing optimization.

  • Facilitate cross-functional workshops; align technology solutions to sales, service, and customer experience goals.

  • Define success metrics and support change management, training, and go-live readiness.

  • Coordinate with admins/developers; support sprint planning, UAT, and release/change processes.

  • Communicate status and outcomes to business leadership; manage expectations and adoption.

Top Skills

  • Salesforce ecosystem expertise: Sales Cloud, Service/Field Service, CPQ, asset & case management, platform licensing.

  • Business analysis & stakeholder engagement: Discovery, requirements, process design, and executive-level communication.

  • Strategy & value focus: Prioritization, roadmap, business cases, adoption and change enablement; familiarity with Salesforce AI opportunities is a plus.

  • Delivery fundamentals: User stories, UAT, release/change management, basic Agile/Scrum; ability to create training and communication materials.

Nice to Have

  • Experience in construction, field services, or other asset-intensive industries.

  • Exposure to data/analytics and Salesforce AI/Einstein features.

  • Salesforce certifications (BA, Sales Cloud, Service Cloud, Field Service, CPQ) preferred.

Must Haves

  • Ability to work onsite in Menasha, WI 3 days per week.

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