As part of a high-performance, fast-moving, and collaborative GTM Operations team, our Salesforce CRM Manager will support and drive all related CRM projects and processes. 

This role will help guide the business to improve processes and efficiency in Salesforce, and will elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions. Accountable for on-time, high-quality software project deliveries, including Analysis, Design, Development and Quality Assurance.

This role is based at our HQ in McLean, VA. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 5 days a week to foster that culture and ensure we continue to thrive through shared ideas and teamwork. We believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian.

What you’ll do:

• Support, administer and maintain day to day CRM operations. (includes sales cases, user set up, design / configuration of custom objects, profiles and roles, workflow/process builder, visual flows, custom fields, validation rules, and page layouts).

• Understand business needs: Help with the drafting of the specifications, participating in the framing of the Salesforce project. Must understand how the company operates on a daily basis and its objectives in order to propose appropriate solutions.

• Analyze and Report CRM specific data, becoming a SME to those analyzing Funnel/Pipeline information. 

• Develop and support in the creation of user guides and training materials for any significant releases. 

• Enhance Go-to-Market (GTM) efficiency by solving sales funnel bottlenecks with technology. This includes evaluating and implementing third-party solutions to resolve productivity issues, and overseeing the complete lifecycle of new technology, from initial deployment to ongoing administration.

• Leverage AI in Sales Process, including identifying, evaluating, and implementing Artificial Intelligence or Machine Learning solutions within the Salesforce ecosystem.

• Be the voice for sales in building and maintaining our Salesforce architecture in partnership with Business Technology (BT). Scope varies from small system changes to build out of Territory hierarchy, Account Hierarchy, Account Mapping and routing rules 

• Measure the impact of initiatives to support overall platform efficiency.

• Provide guidance to stakeholders and senior leadership on technical solutions to business challenges and opportunities.

Desired Qualifications:

• Bachelor’s degree in business, data science, or other related field required.

• 8+ years of professional experience, with a minimum of 5 years of experience as Salesforce administrator or CRM manager required.

• Proven experience managing Salesforce CRM in the past, or equivalent certifications. 

• Previous experience with CRM deployments at a SaaS company

• Ability to execute projects and tasks with minimal guidance and supervision.

• Possession of excellent oral and written communication skills.