6+ years of hands-on experience in Salesforce CPQ and Quote-to-Cash implementations
Deep expertise in Quotes, Quote Line Items, Product Bundles/Configurations, Pricing, Discounting, and Approvals; experience with Automation Rules and Revenue Rules for Advanced Revenue Automation
Hands-on experience with Workato integration platform and designing/troubleshooting integrations between Salesforce and ERP/billing/finance systems
Strong stakeholder management and business analysis skills, including requirement elicitation, process mapping, and writing detailed user stories and acceptance criteria in Agile/Scrum environments
Requirements:
Lead requirement gathering sessions with business stakeholders and translate them into functional specifications and user stories
Design and implement Salesforce CPQ solutions including quotes, quote line items, product bundles/configurations, pricing, discounting, and approvals
Configure and manage automation rules (Price Rules, Product Rules) and revenue rules, and lead Workato-based integrations with ERP, billing, and finance systems
Drive end-to-end Quote-to-Cash process improvements and support UAT, deployment, and hypercare activities
Job description
Job Title: Salesforce CPQ Technical BSA (Business Systems Analyst)
Location: Canada (Remote) Job Summary We are seeking a highly experienced Salesforce CPQ Business Systems Analyst (BSA) with 8+ years of experience in Salesforce and Quote-to-Cash implementations. The ideal candidate will have deep expertise in Salesforce CPQ, revenue automation, and Workato integrations, along with strong stakeholder management and business analysis capabilities. Key Responsibilities
Lead requirement gathering sessions with business stakeholders and translate them into functional specifications and user stories
Act as a liaison between business and technical teams to deliver scalable CPQ solutions
Design and implement Salesforce CPQ solutions including:
Quotes & Quote Line Items
Product Bundles & Configurations
Pricing, Discounting & Approvals
Configure and manage:
Automation Rules (Price Rules, Product Rules)
Revenue Rules & Revenue Automation
Drive end-to-end Quote-to-Cash (Q2C) process improvements
Advanced Admin configurations
Lead and support Workato-based integrations with ERP, billing, and finance systems
Perform solution design reviews and ensure adherence to Salesforce best practices
Support UAT, deployment, and hypercare activities
Required Skills Core CPQ Expertise ·6+ years of hands-on experience in Salesforce CPQ ·Strong experience in: oQuotes & Quote Line Items oProduct Bundling & Configuration oPricing, Discounting & Approvals oAutomation Rules (Price Rules, Product Rules) oRevenue Rules & Advanced Revenue Automation ·Deep understanding of Quote-to-Cash (Q2C) lifecycle
Integration Skills ·Hands-on experience with Workato integration platform ·Ability to design, implement, and troubleshoot integrations between Salesforce and external systems
Business Analysis & Functional Skills
Strong stakeholder management and communication skills
Expertise in:
Requirement elicitation
Process mapping
Writing detailed user stories and acceptance criteria
Soft Skills ·Strong leadership and stakeholder engagement abilities ·Excellent analytical and problem-solving skills ·Ability to drive discussions and influence decision-making