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Salesforce BSA

Roles & Responsibilities

  • 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: 
o    Quotes & Quote Line Items 
o    Product Bundling & Configuration 
o    Pricing, Discounting & Approvals 
o    Automation Rules (Price Rules, Product Rules) 
o    Revenue 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 
  • Experience working in Agile/Scrum environments 

Salesforce Expertise 
·         Advanced Salesforce Administration skills: 
o    Data model design 
o    Security & sharing 
o    Workflow/process automation, Flows 

Preferred Qualifications 
·         Salesforce CPQ Specialist Certification 
·         Advanced admin Certification 
·         Experience in large-scale CPQ implementations 

Soft Skills 
·         Strong leadership and stakeholder engagement abilities 
·         Excellent analytical and problem-solving skills 
·         Ability to drive discussions and influence decision-making 

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