CRM Systems Manager (Salesforce)

Pattern Energy Group
November 8, 2023
Houston, TX
Job Type


Company Overview

Pattern Energy is a leading renewable energy company that develops, constructs, owns, and operates high-quality wind and solar generation, transmission, and energy storage facilities. Our mission is to transition the world to renewable energy through the sustainable development and responsible operation of facilities with respect for the environment, communities, and cultures where we have a presence.

Our approach begins and ends with establishing trust, accountability, and transparency. Our company values of creative spirit, pride of ownership, follow-through, and a team-first attitude drive us to pursue our mission every day. Our culture supports our values by fostering innovative and critical thinking and a deep belief in living up to our promises.

Headquartered in the United States, Pattern has a global portfolio of more than 35 power facilities and transmission assets, serving various customers that provide low-cost clean energy to millions of consumers.
Job Purpose

Reporting to the Senior CRM Product Manager, the Senior Salesforce Business Analyst & Manager will support various key departments in the organization such as Business Development, Construction, Operations, Origination, External Affairs, Finance, Project Execution, and other internal teams. This role will be responsible for requirement gathering and documentation, develop workflow diagrams, and identify existing inefficiencies and potential improvement opportunities.

As a Senior Salesforce Business Analyst & Manager, you will play a pivotal role in our Salesforce ecosystem by collaborating with cross-functional teams to design, develop, test, and implement solutions. Your expertise in Salesforce configuration, architectural documentation, and integration will be instrumental in driving business usage improvements, scalability, and performance. You will work closely with stakeholders to understand requirements and bridge the gap between current Salesforce functionalities and evolving business processes.

Salesforce CRM is a new system at Pattern Energy and this role is a crucial link between system end users and software, as well as the internal and external functional and technical teams that support it. This role will be an integral part of an agile team working closely with the Senior CRM Product Manager and other team members, to provide day-to-day support, resolve a variety of complex issues, and guide new users in the system.

Additionally, and be a key contributor in successfully completing release lifecycles which includes scheduling, coordinating, planning, developing, testing, and deploying releases.

Key Accountabilities
System Management and Development (60%):

Collaborate with cross-functional teams to design, develop, test, and implement innovative solutions within our Salesforce instance.
Develop comprehensive configuration designs and architectural documentation to support the successful implementation of projects Identify and recommend based solutions, integration points and related implementation architecture for business usage improvements, scalability, and performance.
Understand & analyze cross-functional impacts of business requirements to configuration, process, workflow, and reporting, and incorporate into user support
Serve as the expert to define, design, and configure error features and enhancements to Salesforce platform by bridging the gap between the current implemented Salesforce functionalities and Pattern’s evolving business processes.
Utilize Azure DevOps for release management, version control, and continuous integration/continuous deployment (CI/CD) processes. Responsible for designing, prototyping, developing and unit testing solutions for projects and maintenance & enhancement releases.
Work with the CRM team and Business Owners to co-ordinate build efforts, leading QA and UAT efforts.
Execute integration testing with Apex test classes and maintain maximum code coverage.
Maintain expert level knowledge of Salesforce system architecture and development best practices to scale implementations across multiple Pattern business
Develop complex integrations between SFDC and other systems, either through custom API or middleware tools such as LogicApps.
Experience integrating Salesforce with external systems (REST & SOAP API, JSON & XML, etc.)
Provide day-to-day technical support and problem resolution, including managing user errors, bug request queue, troubleshooting and escalating issues when needed.
Own and manage assigned support tickets and responsible for the backlog delivery.
Strong foundation in version control, configuration management, deployment methodologies and release management
Conduct regular training sessions to keep the teams updated on new Salesforce features and incorporate best practices into their daily operations.
Ensure data integrity and security by maintaining user roles, profiles, security settings, and data access.

System & Management Reporting (10%):

Own KPI reporting and other performance presentations to management and other executives.
Define, measure, and deliver reports on user adoption key metrics.

Training & Output Support (30%):

User support is important to our team; therefore, the Senior Salesforce Business Analyst & Manager should enjoy all aspects of user management including new user training, feedback gathering, troubleshoot and debug application systems on priority and timely manner, etc.
Conduct regular training sessions to keep the teams updated on new Salesforce features and incorporate best practices into their daily operations.
Develop intermediate complex reports and dashboards within Salesforce CRM for a variety of audiences in the system.
Assist with new users and ongoing user training sessions.
Monitor and improve user adoption.
Provide mentoring and technical leadership to other team members.

Educational and Work Experience

Minimum 5 years of experience in implementations and ongoing operations of a Salesforce org in a senior business systems analyst role.
3-5 years of Lightning Web Component Development experience designing and developing complex custom Salesforce solutions.
A bachelor's degree in computer science would be advantageous.

Additional Requirements


Salesforce Administrator Certification is required. Candidates with Advanced Admin Certification and/or System Developer or Architect would be advantageous.
Advanced knowledge and understanding of system configurations, customizations, and the ability to audit, recommend, improve, and/or update customizations to fit the needs of each internal stakeholder.
Proficiency in utilizing Azure DevOps for release management and CI/CD processes.
Experience with process mapping, workflow design, and reporting within Salesforce.
Advanced understanding of how Salesforce interacts with other platforms, such as D365 Finance and Operations (D365FO) ERP (Enterprise Resource Planning), SharePoint, Smartsheet, In Eight, Leankor, ServiceNow, HubSpot, Microsoft Teams, Outlook, LinkedIn, etc.
Experience in building strong working relationships with business partners, application users, and project managers.


Ability to multi-task, plan, organize and effectively execute tasks and projects.
Strong system and team managerial skills.
Strong interpersonal communication skills and the ability to work across business functions.

The expected starting pay range for this role is $103,000 - $139,000 USD. This range is an estimate and base pay may be above or below the ranges based on several factors including but not limited to location, work experience, certifications, and education. In addition to base pay, Pattern’s compensation program includes a bonus structure for full-time employees of all levels. We also provide a comprehensive benefits package which includes medical, dental, vision, short and long-term disability, life insurance, voluntary benefits, family care benefits, employee assistance program, paid time off and bonding leave, paid holidays, 401(k)/RRSP retirement savings plan with employer contribution, and employee referral bonuses.

Pattern Energy Group is an Equal Opportunity Employer.

Only registered members can apply for jobs.

Related Jobs