Salesforce CPQ Business Analyst (BA)1Key Responsibilities:
- Requirement Gathering & Analysis: Collaborate with stakeholders to understand business needs, document requirements, and translate them into functional specifications for Salesforce CPQ solutions.
- Solution Design & Optimization: Define and implement scalable CPQ configurations, including product catalog setup, pricing rules, discount structures, approval workflows, and contract management.
- Process Improvement: Analyze current sales and quoting processes, identify inefficiencies, and recommend enhancements using Salesforce CPQ best practices.
- Configuration & Testing: Assist in CPQ system configuration, perform unit testing, and support User Acceptance Testing (UAT) to ensure quality and accuracy.
- Stakeholder Collaboration: Act as a liaison between sales teams, finance, and IT to align CPQ solutions with business objectives and ensure seamless integration with CRM, billing, and ERP systems.
- Training & Documentation: Develop user guides, training materials, and conduct training sessions for end-users to maximize CPQ adoption and effectiveness.
- Data Management & Reporting: Ensure data accuracy within CPQ by managing product bundles, pricing rules, and approval hierarchies, and provide insights through reports and dashboards.
- Support & Troubleshooting: Address CPQ-related issues, work with Salesforce administrators and developers to resolve technical challenges, and ensure smooth system performance.
Qualifications & Skills:
Required:
- Experience:
- 3+ years of experience as a Business Analyst, with at least 2 years of hands-on experience with Salesforce CPQ.
- Strong knowledge of quote-to-cash processes, pricing models, and discounting strategies.
- Experience in requirement gathering, process documentation, and business process re-engineering.
- Technical Skills:
- Proficiency in Salesforce CPQ configuration, including product rules, pricing rules, approval processes, and contract lifecycle management.
- Understanding of Salesforce Sales Cloud and its integration with CPQ.
- Ability to write basic SOQL queries and create reports & dashboards in Salesforce.
- Familiarity with CRM, ERP, and billing system integrations is a plus.
- Soft Skills:
- Excellent communication and stakeholder management skills.
- Strong analytical and problem-solving abilities.
- Ability to work in a fast-paced, cross-functional environment.
Preferred:
- Salesforce CPQ Certification (e.g., Salesforce Certified CPQ Specialist).
- Experience with Apex, Flow, or Salesforce Automation tools is a plus.
- Understanding of Agile methodologies and experience in Scrum teams.
Top Skills
What We Do
A Trusted Partner for Every Digital Enterprise Bringing Value.
Jade Global is a global IT consulting company with two decades of industry experience that helps the world’s leading businesses and organizations build their digital core, optimize their operations, and accelerate revenue growth. We are headquartered in San Jose, California; Jade Global operates with offices in 13 locations across North America, the UK, and Asia.
Renowned as a trusted "partner of choice" for businesses in Healthcare & Life Sciences, Hi-tech, Retail, Manufacturing, and Financial Industries, Jade Global has innovated 30+ industry-specific solutions.
Whether your focus is harnessing or expanding Gen-AI, AI, and digital capabilities, transforming operating models, or accelerating insightful decision-making, we’re here to help you gain and maintain a competitive edge with efficient, sustainable models.
At Jade Global, it’s all about outcomes—your outcomes—and delivering the results you desire, tailored to your unique requirements
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