Job Title: Salesforce CPQ Presales Lead / Business Analyst Lead
Experience: 8+ years
Location: Remote
Employment Type: Contract
Role Summary:
We are looking for an experienced Salesforce CPQ Presales Lead / BA Lead to drive presales engagements, solution discovery, and functional leadership for Salesforce CPQ implementations. The role requires close collaboration with sales, solution architects, and delivery teams to design scalable CPQ solutions aligned with business goals.
Key Responsibilities:
Presales & Solutioning
- Lead presales activities including requirement discovery, solution design, demos, POCs, and estimations
- Act as functional CPQ expert during client discussions and RFP/RFI responses
- Create solution walkthroughs, presentations, and proposal inputs
- Support pricing, scoping, effort estimation, and risk analysis
Business Analysis & Functional Leadership
- Lead business requirement workshops with stakeholders
- Translate business needs into CPQ functional specifications
- Define end-to-end CPQ flows: Product Configuration, Pricing, Discounting, Approval Processes, Quote Generation
- Ensure alignment with Salesforce best practices and client business processes
CPQ Functional Expertise
- Strong hands-on experience with Salesforce CPQ:
- Product & Price Rules
- Configuration Attributes
- Discount Schedules
- Quote Templates
- Advanced Approvals
- Experience integrating CPQ with Sales Cloud, ERP (SAP/Oracle), Billing, OMS
- Understanding of B2B sales processes, complex pricing, and contract lifecycle
Leadership & Stakeholder Management
- Mentor and guide BA and CPQ functional teams
- Act as the primary functional point of contact for clients
- Collaborate with architects and developers for solution feasibility
- Support UAT, go-live readiness, and post-implementation support
Required Skills & Qualifications
- 12+ years of overall experience with 4- 6+ years in Salesforce CPQ
- Strong Presales experience (client presentations, demos, proposals)
- Excellent business analysis and stakeholder management skills
- Deep understanding of sales operations and revenue processes
- Salesforce CPQ certification preferred
- Excellent communication, presentation, and documentation skills
