Corpay
Website:
corpay.com
Job details:
Your role
What We Need
We are seeking a highly strategic and execution-focused Salesforce Business Process Lead to drive the evolution of our CRM ecosystem. This role will serve as a critical bridge between business stakeholders and technology, owning the design, optimization, and future-state vision of Salesforce-driven processes across the organization.
The ideal candidate brings a strong blend of business acumen, process engineering, and Salesforce expertise, with the ability to influence senior stakeholders and translate complex requirements into scalable, high-impact CRM solutions.
Role Responsibilities
What you'll be doing
The Responsibilities Of The Role Will Include
Business Process Leadership & Transformation
- Lead the end-to-end design and optimization of Salesforce-enabled business processes across Sales, Operations, Finance, and Customer Success.
- Identify inefficiencies in current workflows and drive continuous improvement initiatives to enhance productivity, data integrity, and customer experience.
- Establish standardized, scalable process frameworks aligned with global business objectives.
Stakeholder Engagement & Strategic Partnership
- Partner with senior leaders and cross-functional stakeholders to understand business priorities and translate them into CRM capabilities.
- Act as a trusted advisor to business teams, influencing decision-making through data-driven insights and process expertise.
- Facilitate workshops, discovery sessions, and governance forums to align on priorities and roadmap.
Salesforce Solution Design & Delivery
- Collaborate with Salesforce administrators, developers, and external partners to design and implement solutions that meet business needs.
- Ensure solutions are scalable, maintainable, and aligned with best practices in Salesforce architecture.
- Oversee backlog prioritization, user story definition, and release planning.
CRM Strategy & Future-State Vision
- Define and drive the roadmap for a next-generation CRM ecosystem that supports growth, automation, and advanced analytics.
- Evaluate and integrate emerging technologies (AI, automation, data enrichment) to enhance CRM capabilities.
- Champion a 'single source of truth' approach to customer and transaction data.
Data & Analytics Enablement
- Ensure high standards of data quality, governance, and usability within Salesforce.
- Partner with data and analytics teams to enable reporting, dashboards, and actionable insights for business users.
- Support KPI definition and performance tracking across sales and operational processes.
Change Management & Adoption
- Drive user adoption through training, enablement programs, and effective communication strategies.
- Act as a change agent, ensuring smooth rollout of new processes and features.
- Monitor adoption metrics and continuously refine solutions based on user feedback.
Qualifications & Skills
- Bachelor’s or Master’s degree in Business, Engineering, or a related field.
- 12–15+ years of experience in business process transformation, CRM strategy, or Salesforce program delivery.
- Strong hands-on experience with Salesforce (Sales Cloud, Service Cloud; additional clouds are a plus).
- Proven ability to work across multiple business functions in a global organization.
- Experience in B2B environments; exposure to fintech, payments, or financial services is highly preferred.
- Strong analytical mindset with the ability to translate data into actionable insights.
- Excellent communication and stakeholder management skills, including experience working with senior leadership.
Preferred Skills
- Salesforce certifications (e.g., Administrator, Business Analyst, Platform App Builder).
- Experience with integrations, automation tools, and CRM-related data architecture.
- Familiarity with Agile delivery models and product management practices.
Abilities & Attributes
- Demonstrated ownership mindset with strong attention to detail.
- Ability to manage competing priorities in a fast-paced, shared services environment.
- Proactive problem solver with a continuous improvement orientation.
- Strong people leadership skills with the ability to influence and collaborate across teams.
- High level of integrity and professionalism in handling confidential financial information.
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