CRM - Salesforce Business Process Lead

Responsibilities

• 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.
• About Corpay

Benefits

Additional Information

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.

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