Salesforce Techno-Functional Lead

Position Summary:

The Salesforce Techno-Functional Lead owns and drives the standardization, optimization, and ongoing evolution of our Salesforce platform across multiple manufacturing business segments. This role will serve as the primary bridge between the business and IT, ensuring Salesforce supports a consistent, scalable, and insight-driven sales and opportunity pipeline while meeting the unique needs of our manufacturing operations.

The ideal candidate is hands-on with Salesforce configuration, strong in sales and service process design, and comfortable engaging directly with sales leadership, operations, and customer service teams.

Responsibilities:

Salesforce Strategy & Standardization

• Lead the standardization of Salesforce Sales and Service Cloud across manufacturing business units
• Define and enforce common sales, opportunity, and forecasting processes
• Balance standardization with legitimate segment-specific requirements
• Establish guardrails for configuration vs. customization

Sales & Opportunity Pipeline Alignment

• Partner with Sales, Operations, and Finance to align on:
  • Lead-to-opportunity processes
  • Opportunity stages, probabilities, and exit criteria
  • Pipeline hygiene, forecasting accuracy, and reporting
• Ensure Salesforce supports manufacturing sales models (direct sales, distributors, long sales cycles, engineered-to-order, etc.)
• Improve visibility into backlog, bookings, pipeline, and win/loss data

Business Partnership

• Act as a trusted advisor to business stakeholders
• Facilitate requirements workshops and translate business needs into Salesforce solutions
• Challenge requests that introduce unnecessary complexity or deviation from standards
• Support change management and user adoption across sales and service teams

Hands-on Salesforce Delivery

• Perform advanced Salesforce configuration including:
  • Flows and automation
  • Objects, fields, page layouts, and record types
  • Validation rules and approval processes
  • Security model (roles, profiles, permission sets)
• Support light development (or closely partner with developers) using Apex, Lightning Web Components, and integrations as needed
• Oversee releases, testing, and deployment activities

Data, Reporting & Insights

• Ensure high-quality pipeline and opportunity data
• Design dashboards and reports for:
  • Sales leadership
  • Operations and forecasting
  • Executive visibility
• Partner with downstream systems (ERP, CPQ, Service systems) to ensure data alignment

Governance & Continuous Improvement

• Support Salesforce governance, intake, and prioritization processes
• Document standards, processes, and solution designs
• Identify opportunities to simplify, automate, and improve Salesforce usage

Education & Experience

Required:

• 4+ years of Salesforce required; 3+ years working directing in Sales and Service Cloud in a techno-functional role
• Strong hands-on experience with Sales Cloud (required) and Service Cloud (preferred)
• Proven experience supporting manufacturing or industrial organizations

• Deep understanding of:
  • Opportunity pipeline management      
  • Forecasting and sales stages
  • Long or complex sales cycles

• Advanced Salesforce configuration skills (Flows, security, automation)
• Ability to work directly with business stakeholders and lead requirements discussions
• Strong communication skills with both technical and non-technical audiences

Ideally this role would be hybrid at one of our locations in the Midwest.

Salary range is $130,000-150,000 + annual bonus opportunity

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Our Benefits

We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team.

• Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)

• Incentive Plans

• 401(k) with employer contribution and match

• Employee Stock Purchase Plan with employer match

• Paid Time Off (Vacation and Sick Time)

• Paid Holidays

• Tuition Reimbursement Program

• Employee Assistance Program (EAP)

• Wellness Program

• Training and Career Progression

Apogee and our brands are an Equal Opportunity Employer.