Salesforce Business Analyst – CPQ, Sales Cloud & Service Cloud1
Key Responsibilities:
Collaborate with business stakeholders to gather, document, and prioritize functional and technical requirements related to CPQ, Sales, and Service processes.
Translate business needs into detailed user stories, process flows, and functional specifications.
Work with Salesforce administrators, developers, and QA teams to ensure requirements are understood and implemented accurately.
Lead workshops and design sessions to define optimal Salesforce solutions, particularly around Quote-to-Cash, Lead-to-Order, Case Management, and Customer Support processes.
Serve as a subject matter expert in Salesforce CPQ configurations, pricing rules, product bundles, and approval workflows.
Drive enhancements and optimization of Sales Cloud features like lead management, opportunity management, forecasting, and pipeline visibility.
Support Service Cloud capabilities including case management, knowledge base, SLAs, and omnichannel routing.
Conduct user acceptance testing (UAT), training, and post-deployment support.
Maintain documentation and ensure compliance with data governance, security, and best practices.
Required Skills and Experience:
5+ years of Salesforce experience with at least 2+ years in CPQ, and deep functional knowledge of Sales and Service Cloud.
Experience working with Salesforce CPQ – configuration, rules, discounting, quoting, approvals.
Strong understanding of CRM processes including Lead-to-Order, Quote-to-Cash, and Case Lifecycle.
Experience working in Agile/Scrum environments.
Excellent communication, stakeholder management, and presentation skills.
Strong problem-solving skills and ability to work independently or in a team.