W2 position
SFDC CPQ BSA local to bay area, let me know.
This requirement is for our direct client. Sorry, OPT is not eligible for this role.
Responsibilities
- Facilitate opportunity-to-invoice processes including Quote-to-Cash, Service Contracts, and Entitlement Management within Salesforce (SFDC) and NetSuite (NS).
- Demonstrate strong functional knowledge of Salesforce.com and Salesforce CPQ; serve as the subject matter expert for these platforms.
- Expertise in CPQ pricing structures, discounting methodologies, contract renewal management, and end-to-end Quote-to-Cash workflows.
- Prepare clear and detailed user stories, acceptance criteria, workflow diagrams, use cases, and data mapping documents based on business requirements.
- Collaborate with development teams to ensure timely and quality delivery of new features and enhancements.
- Ensure solutions comply with SOX, business controls, data governance practices, and IT general controls policies.
- Prepare and deliver training documentation and sessions to stakeholders and end-users, ensuring a smooth adoption of implemented solutions.
- Partner effectively with cross-functional and regional teams to identify interdependencies and proactively mitigate related risks.
- Support Agile ceremonies including sprint planning, backlog grooming, modeling sessions, retrospectives, and sprint demos. Lead grooming efforts to consistently maintain a clear and prioritized backlog.
- Translate and clearly document business requirements into actionable user stories, process flows, acceptance criteria, use cases, and functional specifications for both business and technical teams.
Qualifications
- Bachelor’s degree in IT, Business Administration, Computer Science, or equivalent working experience.
- Minimum 8+ years of experience in a Salesforce CPQ Business Analyst or Product Manager role in Salesforce implementations and support.
- Deep understanding and hands-on experience with Quote-to-Cash, Opportunity-to-Invoice, Service Contracts, and Entitlement processes within Salesforce and integrated platforms like NetSuite.
- Mandatory prior experience with Salesforce CPQ Cloud. Certification in Salesforce CPQ is highly preferred.
- Experience in end-to-end product configuration and pricing setup, including standalone, bundled, and nested bundle products, product rules, attributes, guided selling, pricing and discounting rules.
- Good understanding of Advanced Approvals configuration(Quote/Quote Line level approvals, Smart Approvals)
- Proven capability to write clear user stories, acceptance criteria, functional requirements, process flows, use cases, and perform data analysis.
- Previous Agile methodology experience: backlog grooming, sprint demos, Agile modeling sessions, and sprint planning/retrospectives.
- Strong analytical thinking and problem-solving skills, including conducting root-cause analyses.
- Excellent communication and interpersonal skills; ability to engage effectively with technical and non-technical stakeholders at all levels in the organization.
- Self-starter with high motivation, organizational skills, and ability to rapidly adapt in a fast-paced environment.
Flexible work from home options available.
