Salesforce Business Analyst /Oracle CPQ Business Analyst
San Jose, CA 100% onsite day one
Contract
A Salesforce CPQ (Configure, Price, Quote) Business Analyst is a specialized role responsible for optimizing a company's sales process from opportunity to order by leveraging the Salesforce CPQ platform. They act as the crucial link between business stakeholders and the technical implementation team.
Key Responsibilities
The primary duties of a Salesforce CPQ Business Analyst revolve around the "Quote-to-Cash" process:
- Requirements Gathering & Analysis:
- Collaborate with sales, finance, pricing, and legal stakeholders to gather, analyze, and document business requirements for product configuration, pricing strategies, discounting, contract management, and quoting workflows.
- Conduct workshops and interviews to understand current business processes, pain points, and future needs.
- Solution Design & Configuration:
- Translate business requirements into functional specifications, user stories, and acceptance criteria for the CPQ platform.
- Design and configure the Salesforce CPQ solution using declarative tools, including Product Bundles, Product Rules, Price Rules, Discount Schedules, Guided Selling, and Quote Templates.
- Define and configure complex approval workflows (Advanced Approvals) to ensure compliance and governance.
- Documentation and Testing:
- Create and maintain detailed documentation, including business requirements documents, functional specifications, process flow diagrams, and data models.
- Develop test plans and test cases and lead User Acceptance Testing (UAT) to ensure the configured solution meets all specified business requirements and functions correctly.
- Implementation and Support:
- Collaborate with Salesforce Developers and Administrators for system build, integration (e.g., with ERP or Billing systems), and deployment activities.
- Provide support for post-implementation issues and production system issues, acting as the CPQ Subject Matter Expert (SME).
- Change Management and Training:
- Manage the backlog of feature enhancements and defects, prioritizing work in an Agile/Scrum environment.
- Develop and deliver end-user training and support materials to ensure successful adoption of the new CPQ processes.
Required Skills and QualificationsTechnical & Platform Skills
- Deep Functional Knowledge of Salesforce CPQ: Expertise in configuration, pricing methods (e.g., block, subscription, usage-based), product setup, and the Quote-to-Cash process.
- Salesforce Platform Knowledge: Strong understanding of the core Salesforce Sales Cloud objects (Opportunity, Account, Product, Quote) and declarative automation tools (Flow, Process Builder, Validation Rules).
- Certifications (Highly Desired): Salesforce Certified CPQ Specialist and Salesforce Certified Administrator.
- Process Modeling: Proficiency in mapping and documenting business processes (e.g., using Visio or other tools).
- Agile Methodologies: Experience working in an Agile/Scrum environment, utilizing tools like Jira or Azure DevOps.
Business & Analytical Skills
- Business Acumen: Strong understanding of sales operations, pricing strategies, and basic finance concepts related to revenue.
- Analytical & Problem-Solving: Ability to analyze complex business problems, propose efficient and scalable CPQ-based solutions, and troubleshoot configuration issues.
- Requirements Management: Expert in eliciting, documenting, and managing requirements and translating them into technical solutions.
