Staff Salesforce CPQ Business Systems Analyst

What are we looking for?

We are seeking a detail-oriented and analytical  Staff Salesforce CPQ (Configure, Price, Quote) Business Systems Analyst to join our team. In this role, you will work closely with cross-functional teams, including Sales, Finance, and Pricing, to gather and document business and functional requirements, design and configure Salesforce CPQ solutions, and optimize the quote-to-cash process. The ideal candidate will have a strong background in Salesforce CPQ, a deep understanding of sales processes, and the ability to translate business needs into scalable system solutions.

What will you do?

Requirements Gathering & Analysis:

• Strong passion for identifying operational inefficiencies, analyzing root causes, and implementing scalable solutions to optimize processes, enhance system performance, and drive business growth.
• Collaborate with business stakeholders to gather, analyze, and document business and functional requirements for Salesforce CPQ solutions.
• Understand complex pricing models, discount structures, channels, and approval processes to design efficient CPQ solutions, leveraging OOTB capabilities where possible.
• Conduct gap analysis and recommend process improvements to optimize the quote-to-cash lifecycle.
• Translate business requirements into functional specifications for development (i.e. BRD’s, User Stories, Acceptance Criteria, etc)
  
  

Solution Design and Configuration in Salesforce:

• Perform basic configurations in Salesforce CPQ to meet business needs, including pricing rules, product configurations, and discount schedules.
• Utilize strong understanding of CPQ logic, including product bundling, guided selling, and approvals to guide business decisions.
• Work closely with Salesforce Developers, Solutions Engineers and Admins to implement custom solutions that meet business needs.

Stakeholder Communication:

• Clearly communicate the level of effort required and potential downstream impacts to the business on each project.
• Build consensus among cross-functional business stakeholders on approach and outcomes to deliver robust, salable technology solutions
• Effectively communicate any changes to project scope to drive alignment and clarity on project goals.

Testing & Quality Assurance:

• Define test cases, facilitate quality assurance (QA) testing along with user acceptance testing (UAT), and validate system functionality.
• Identify and troubleshoot CPQ-related issues, ensuring timely resolution.

Change Management & Documentation:

• Create and maintain detailed documentation, including process flows, user guides, and training materials.
• Work closely with sales enablement and other stakeholders to create roll out plans.
• Assist with change management initiatives to ensure smooth adoption of new features and functionality.

What skills and knowledge should you bring?

Required:

• Bachelor’s degree in Computer Science, Finance, Business, or Technology related field.
• 6+ years of experience working as a Business Systems Analyst, with professional Salesforce CPQ experience.
• Strong knowledge of Salesforce CPQ and Sales Cloud.
• Hands-on experience with CPQ configuration, including product rules, pricing, and discounting.
• Proficiency in understanding business processes related to sales, pricing, and contract management.
• Deep understanding of subscription software selling motions across various channels, including Distribution, Federal, Reseller, MSSP, etc. 
• Proficiency in creating process diagrams, user stories, and functional specifications
• Working knowledge of end to end business lifecycle from Marketing through Ordering.
• Excellent problem-solving and analytical skills, with a strong attention to detail.
• Strong communication and interpersonal skills coupled with strong negotiating and conflict-resolution abilities

Preferred:

• Salesforce Certified Admin, Salesforce Business Analyst, Salesforce CPQ Specialist certification(s).
• Experience with Advanced Approvals
• Familiarity with Agile methodologies and project management best practices.

Why us?

You will be joining a cutting-edge company where you will tackle extraordinary challenges and work with the very best in the industry.

• Medical, Vision, Dental, 401(k), Commuter, Health and Dependent FSA
• Unlimited PTO
• Industry-leading gender-neutral parental leave
• Paid Company Holidays
• Paid Sick Time
• Employee stock purchase program
• Disability and life insurance
• Employee assistance program
• Gym membership reimbursement
• Cell phone reimbursement