Salesforce CPQ Business Analyst (BA)

Salesforce CPQ Business Analyst (BA)1 Key Responsibilities:

• Requirement Gathering & Analysis: Collaborate with stakeholders to understand business needs, document requirements, and translate them into functional specifications for Salesforce CPQ solutions.
• Solution Design & Optimization: Define and implement scalable CPQ configurations, including product catalog setup, pricing rules, discount structures, approval workflows, and contract management.
• Process Improvement: Analyze current sales and quoting processes, identify inefficiencies, and recommend enhancements using Salesforce CPQ best practices.
• Configuration & Testing: Assist in CPQ system configuration, perform unit testing, and support User Acceptance Testing (UAT) to ensure quality and accuracy.
• Stakeholder Collaboration: Act as a liaison between sales teams, finance, and IT to align CPQ solutions with business objectives and ensure seamless integration with CRM, billing, and ERP systems.
• Training & Documentation: Develop user guides, training materials, and conduct training sessions for end-users to maximize CPQ adoption and effectiveness.
• Data Management & Reporting: Ensure data accuracy within CPQ by managing product bundles, pricing rules, and approval hierarchies, and provide insights through reports and dashboards.
• Support & Troubleshooting: Address CPQ-related issues, work with Salesforce administrators and developers to resolve technical challenges, and ensure smooth system performance.

Required:

• Experience:
  • 3+ years of experience as a Business Analyst, with at least 2 years of hands-on experience with Salesforce CPQ.
  • Strong knowledge of quote-to-cash processes, pricing models, and discounting strategies.
  • Experience in requirement gathering, process documentation, and business process re-engineering.
• Technical Skills:
  • Proficiency in Salesforce CPQ configuration, including product rules, pricing rules, approval processes, and contract lifecycle management.
  • Understanding of Salesforce Sales Cloud and its integration with CPQ.
  • Ability to write basic SOQL queries and create reports & dashboards in Salesforce.
  • Familiarity with CRM, ERP, and billing system integrations is a plus.
• Soft Skills:
  • Excellent communication and stakeholder management skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work in a fast-paced, cross-functional environment.

Preferred:

• Salesforce CPQ Certification (e.g., Salesforce Certified CPQ Specialist).
• Experience with Apex, Flow, or Salesforce Automation tools is a plus.
• Understanding of Agile methodologies and experience in Scrum teams.