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Salesforce CRM & SAP CPQ Analyst

Roles & Responsibilities

  • Bachelor’s degree in Information Systems, Business, or a related field; Master’s degree preferred
  • 7+ years of experience working with Salesforce, including significant experience in Salesforce Sales Cloud and PRM
  • Proven experience in conducting functional assessments, designing business blueprints, and process flow mapping within Salesforce Sales Cloud and PRM
  • Strong experience in gathering and analyzing business requirements and translating them into technical specifications for Salesforce Lightning

Requirements:

  • Conduct detailed assessments of the current Sales Cloud environment, identifying areas for optimization or enhancement
  • Lead the evaluation of business processes and map them to Salesforce functionalities, ensuring alignment with organizational objectives
  • Develop comprehensive business blueprints that outline functional solutions aligned with client requirements
  • Collaborate with business stakeholders, SMEs, and cross-functional teams to gather and document business requirements

Job description

Enter Job Description...
  • Assessment and Analysis
    • Conduct detailed assessments of the current Sales Cloud environment, identifying areas for optimization or enhancement.
    • Lead the evaluation of business processes and map them to Salesforce functionalities, ensuring alignment with organizational objectives.
  • Functional Design and Documentation
    • Develop comprehensive business blueprints that outline functional solutions aligned with client requirements.
    • Create process flow diagrams and flow mappings to define system integrations and streamline processes within Salesforce Sales Cloud and PRM.
    • Translate business requirements into functional designs, including user stories and technical specifications to meet project goals.
  • Collaboration and Stakeholder Engagement
    • Collaborate with business stakeholders, SMEs, and cross-functional teams to gather and document business requirements.
    • Work closely with technical teams to ensure the functional design is feasible and scalable in the Salesforce Sales Cloud and PRM environment.
  • Project Leadership and Delivery
    • Lead functional design efforts in Salesforce Sales Cloud and PRM implementation projects, ensuring all deliverables are met within the defined scope, timeline, and budget.
    • Provide expertise on Salesforce best practices to enhance system performance and deliver successful business outcomes.
    • Oversee testing efforts, including functional testing and User Acceptance Testing (UAT), to ensure the solutions meet business requirements.
  • Continuous Improvement:
    • Monitor the effectiveness of the implemented Salesforce solution and recommend improvements for system efficiency.
    • Stay updated with the latest Salesforce Sales Cloud and PRM developments and suggest potential enhancements to the platform.

Qualifications and Required Experience:

  • Bachelor’s degree in Information Systems, Business, or a related field; Master’s degree preferred
  • 7+ years of experience working with Salesforce, including significant experience in Salesforce Sales Cloud and PRM.
  • Proven experience in conducting functional assessments, designing business blueprints, and process flow mapping within Salesforce Sales Cloud and PRM.
  • Strong experience in gathering and analyzing business requirements and translating them into technical specifications for Salesforce Lightning.
  • Expertise in Salesforce Sales Cloud and PRM and configuration of CRM functionalities to meet complex business needs.
  • Ability to work in a dynamic, project-based environment with tight deadlines.
  • Salesforce Sales and Cloud and PRM certifications are highly desirable.

EEO Employer
LanceSoft is a certified Minority Business Enterprise (MBE) and an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. LanceSoft makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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