Salesforce Business Analyst (CPQ)

Posted 23 Days Ago
Atlantic, IA
Junior
Fintech • Consulting
The Role
The Salesforce Business Analyst is responsible for defining business requirements, identifying process improvements, and designing solutions using Salesforce CPQ to enhance operations and sales efficiency.
Summary Generated by Built In

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

The Salesforce CPQ Business Analyst is responsible for functional requirements of Salesforce and the Configure, Price, Quote tool  for USIS, including definition of business needs, business process and business requirements.  The Business Analyst is also responsible for identifying areas of transformation and standardization to enable enterprise processes via Salesforce and enable business value.  The Business Analyst must assess inputs and outputs from the pricing team, pricing optimization platform, and pricebooks to enable seamless transition for Sales as well as downstream teams/processing. The Business Analyst works cross-functionally and with multiple levels of the organization to ensure timely and quality design of end-to-end solutions.  The successful candidate will be experienced and motivated, with a strong sense of urgency and solid understanding of the Salesforce platform and capabilities.

What you’ll do

  • Collaborate with multiple levels of the sales, pricing, finance and operations organizations to understand current marketing business issues and pain points

  • Identify opportunities to leverage the Salesforce platform to address pain points and drive business value

  • Partner with business stakeholders to understand current marketing business processes, identify gaps between current processes and enterprise processes, define solutions to address gaps, document user stories and business requirements and associated business value

  • Support prioritization of user stories across multiple business processes and stakeholders

  • Design and implement business solutions to satisfy functional and non-functional requirements while ensuring quality, scalability and timely delivery

  • Create and maintain project deliverables to ensure business processes, use cases, business requirements, functional designs, test plans, etc are thoroughly and consistently documented using standard templates and centralized repository

  • Assist in designing the data and solution architecture to support business processes

  • Collaborate with Process Owner/Architect, Admins and IT partners on complex technical solutions

  • Document acceptance criteria and testing requirements for positive, negative and regression testing for user stories.

  • Support Functional QA Leader to execute testing activities for use cases, including defect resolution (tracking, triage, resolve, re-test)

  • Provide content for end user training design, documentation and delivery efforts

  • Provide end user and production support

  • Embrace the Equifax single instance strategy for Salesforce.com by supporting governance processes and designing business solutions within the governance model

  • Maintain an understanding of the Equifax Salesforce.com platform and functional components, including functional data model, integration between components and impacts of process and functional designs with upstream and downstream processes

  • Establish and maintain positive communication and professional relationships with internal/external customers, team members and vendors/partners

  • Stay current on Salesforce.com and Oracle CPQ functionality, best practices, releases, product roadmaps and 3rd party applications available via the AppExchange

  • Obtain/maintain basic Salesforce.com admin certification and seek additional certifications as Equifax solutions mature 

  • Consistent with Equifax’s 3/2+2 flexible work framework, a willingness to work Tuesday, Wednesday, Thursday in Equifax’s Atlanta-based office

What experience you need  

  • Bachelor's degree from an accredited college or university or Salesforce.com certification

  • Minimum of 2 years of experience within a professional services, sales or customer support operations role

What could set you apart

  • Major in Business Management, Computer Science, MIS, or Industrial Engineering preferred

  • Deep understanding of customer lifecycles, software development lifecycle, and agile methodology 

  • Salesforce Sales Cloud and Oracle CPQ experience and certifications

  • Deep understanding of enterprise Lead to Cash process flows

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-Atlanta-One-Atlantic-Center

Function:

Function - Fulfillment / Operations

Schedule:

Full time

Top Skills

Oracle Cpq
Salesforce
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The Company
HQ: Atlanta, GA
16,742 Employees
On-site Workplace

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward.

Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region.

For more information, visit Equifax.com.

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