Customer Onboarding Systems Analyst

Summary

Join Toast as a Customer Onboarding Systems Analyst and be responsible for the technology stack used by Onboarding Consultants to support new and complex customers in international markets, retail, and major enterprise brands. You will administer Salesforce applications, research and suggest tools for streamlining processes, translate business requirements into technical specifications, and implement best practices. Collaborate with stakeholders to understand their goals, identify opportunities for improvement, and develop high-quality data for reporting. Partner with data analysts to enhance data capture and work in an Agile/SCRUM environment. This role requires experience administering large-scale applications, excellent communication skills, and project management experience. The ideal candidate will have experience with specific Salesforce applications and supporting restaurant, enterprise, international, or retail customers.

Requirements

• At least 2-4 years of Salesforce ecosystem experience
• Experience administering 3rd party large-scale applications and/or projects
• Excellent organizational, time management & verbal/written communication skills
• Demonstrated experience in improving processes to drive efficiency
• Experience in managing projects from conception to delivery
• Strong working knowledge of the overlap between operational execution and systems
• Work experience in an Agile/SCRUM environment

Responsibilities

• Administer 3rd party Salesforce applications that enable the onboarding teams' workflow, like TaskRay, Field Service Lightning, etc
• Research and stay informed about the tools used across the business to identify opportunities for streamlining. Where feasible, suggest consolidating tools to improve knowledge sharing, enhance collaboration, and reduce unnecessary licensing costs. For example, minimizing redundant project management or communication tools can drive efficiency and cost savings
• Work with a group of cross-functional business stakeholders to understand their goals and operational requirements. Identify opportunities to streamline projects for Core SMB to determine if they also apply to Enterprise
• Translate business requirements into complete technical requirements, and work closely with Salesforce product owners to develop system solutions
• Identify, select, and implement best practices to gather, document, streamline, and improve business processes for the onboarding department
• Complete team tasks, produce the required deliverables, track/resolve issues, and meet project milestones
• Assist our Onboarding stakeholders in understanding process bottlenecks and inconsistencies
• Assist with the development and implementation of new processes and procedures for effective and efficient team operations
• Help develop high-quality data for dashboard reporting to manage new KPIs and metrics effectively. Suggest scalable ways to align to ensure data integrity across different LOBs. (Example: Using the same table, filters, and definitions on data sets)
• Work closely with our data analysts to help them understand how to read functional data about this team and design data capture mechanisms to fill in blind spots in their analytical toolbox

Preferred Qualifications

• Prior work experience managing Salesforce Field Service Lightning, TaskRay, LeanData, Wootric, and Qualtrics
• Prior experience working to support Restaurants, Enterprise, International, or Retail Customers, with extra points for knowledge of complex Brand structures

Benefits

• We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry
• Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs
• Pay Range$72,000 — $115,000 USD