Responsibilities:
● Conduct discovery sessions with the client business team and document the business
requirements
● Assist in hands-on solution design, solution architecture, proofs-of-concept, process
flows, as well as configuration and deployment required to support current and new
projects.
● Communicate and collaborate with stakeholders from the client side and across
cross-functional teams like project management, executives, sales, pricing, order, and
finance teams.
● Provide strategic direction for the Salesforce and Conga system and work with
various stakeholders to establish and implement best practices with regard to system
configuration, unit testing, maintenance, security and access controls, and data
integrity
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● Administration of the Salesforce environment including (but not limited to)
customizing and implementing, security model, custom applications, object
Management, Lightning App Builder, workflow rules, Process Builders, Lightning
Flows, validation rules, Reports & Dashboards
● Coordinate testing and manage the deployment of software updates
● Work in partnership with key business users to identify potential ways of improving
the efficiency and/or effectiveness of current business operations
● Assist with the design of Conga solutions and project planning. Add value in all stages
of project work (definition, development, deployment)
● Deployment planning - understanding of Automated Deployment tools
Copado/Version Control system is highly preferred
● Recommend development and configuration strategies with minimal guidance
● Help in defining integrations with other systems using APIs
● Migrate data using tools like data loader, workbench, and dataloader.io
● Lead & Coordinate with QA, UAT, and Go-Live Activities
Requirements
Specifications:
● At least 6 years of experience as a Business Analyst
● Minimum of 2+ years of Salesforce CPQ experience
● Knowledge of integrations with ERP (nice to have)
● Possess functional and business process knowledge of Lead to cash cycle
● Strong initiator and ability to work with limited supervision
● Experience in Lightning preferred
● Ability to continuously learn and develop new skills to maintain technical currency
● Strong problem-solving, critical thinking, troubleshooting, and analytical skills to set
up and interpret logic, data, and rule relationships
● Excellent verbal and written communication skills
● Demonstrated listening, analytical, organizational, and time management skills
● Demonstrated ability to work independently and cross-functionally, including in
high-pressure situations