Solar Turbines
Functional-Technical Salesforce Customer Success Manager/Business Analyst
Career Area:
Technology, Digital and DataJob Description:
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
Do you thrive at the intersection of technology, customer relationships, and business strategy? Do you excel at translating complex business requirements into measurable, scalable, and sustainable results through hands-on implementation?
Solar Turbines is seeking a self-motivated, high-energy Customer Success Manager with deep technical and functional expertise in Salesforce, a passion for innovation, strong execution, and a commitment to timely delivery and continuous improvement. This is not a passive support role – it is a high-impact opportunity to serve as a strategic advisor and an actionable implementation partner.
As a trusted functional-technical advisor, you’ll collaborate with business stakeholders, solution architects, and cross-functional technical teams to deeply understand use cases, translate complex business requirements into technical solutions, optimize end-to-end processes, and build sustainable, scalable, high-value solutions that drive long-term business success. You will also implement Salesforce and analytics proof of concepts and drive product adoptions to ensure solutions are aligned with best practices and built for usability and longevity.
What You’ll Do
Strategic Partnership & Functional-Technical AdvisoryAct as a trusted advisor to cross-functional business units (Sales, Marketing, Operations, Legal, Finance, Business Management, Overhaul, etc.), understanding their needs, goals, and challenges.
Understand and document use cases, business processes, and requirements.
Translate complex business requirements into clear, actionable functional design and technical requirements.
Create and present proof of concept (POC) solutions to demonstrate feasibility, value, and alignment before full implementation.
Lead discovery workshops and working sessions to identify use cases, gather requirements, develop process flows, build consensus, and propose solution options.
Own the full Salesforce solution lifecycle: requirement elicitation/gathering, conduct feasibility analysis, configuration, testing, deployment, and optimization.
Configure and maintain Salesforce objects, flows, automations, and integrations to support scalable business processes.
Partner with solution architects, product managers, CSMs, developers, and data teams to ensure seamless integration across platforms.
Develop reports and dashboards.
Assess and solve root-cause issues with a focus on sustainability, future-proof design.
Drive solution adoption by aligning technical solutions to users' needs and business priorities.
Monitor solution performance and user feedback to identify improvement opportunities.
Collaborate with CSM peers to drive continuous improvements and share knowledge.
Recommend and implement enhancements based on analysis, trends, and business input.
Create documentation, training, and enablement content to support business self-service and engagement
What We're Looking For
Minimum Qualifications:Bachelor's degree in Computer Science, Engineering, Information Technology, Mathematics, Data Analytics, Information Systems, or Business Technology,
8+ years of experience in Customer Success, Business Analyst role with hands-on Salesforce implementation experience (Sales Cloud, Service Cloud, LWC, Einstein, AppExchange, automation tools, data management, reporting, and dashboard)
Proficient with Apex, Visualforce, and Salesforce Lightning
Experience with Salesforce APIs and integrations
Data modeling and database (SQL, Oracle, etc.) experience
Development experience in C#, Java, Angular, or python
Proven ability to understand use cases, elicit requirements, analyze business processes and data, and translate business needs into effective functional and technical solutions.
Solid problem-solving skills to identify and resolve Salesforce configuration issues.
Experience designing and implementing enterprise solutions with a strong understanding of business processes, configuration, automation, data flow, and integrations.
Excellent presentation and documentation (requirements/user stories/process flows) skills.
Excellent planning, organizational, and time management skills.
Track record of successfully managing and delivering multiple projects concurrently.
Solid Agile/Scrum skills.
Strong team player with a collaborative mindset.
A self-starter mindset with strong ownership, accountability, and a drive for continuous learning and improvement.
Certifications: Salesforce System Administrator, Platform developer I/II
Experience with Industrial Gas Turbine (Sales, Overhaul, Service Parts, Marketing) or Manufacturing
Familiarity with CRM Analytics
Azure DevOps experience
Agile/Scrum & Waterfall frameworks
Application & system integrations experience
Informatica IICS experience
Snowflake, Matillion experience
Salesforce Data Cloud experience
Agentforce experience
Summary Pay Range:
$112,704.00 - $169,056.00Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
Benefits:
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
Medical, dental, and vision benefits*
Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
401(k) savings plans*
Health Savings Account (HSA)*
Flexible Spending Accounts (FSAs)*
Health Lifestyle Programs*
Employee Assistance Program*
Voluntary Benefits and Employee Discounts*
Career Development*
Incentive bonus*
Disability benefits
Life Insurance
Parental leave
Adoption benefits
Tuition Reimbursement
* These benefits also apply to part-time employees
This position requires working onsite five days a week.
Visa Sponsorship is not available for this position.
Posting Dates:
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.
Not ready to apply? Join our Talent Community.
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
