Lead Business Analyst - Salesforce CPQ

5 - 8 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

We are seeking a highly skilled and experienced Lead Business Analyst to oversee our Salesforce CPQ (Configure, Price, Quote) implementation. This role requires an in-depth understanding of sales processes, Salesforce capabilities, and the ability to bridge technical requirements with business objectives. As the lead, you will guide project initiatives, provide critical insights, and ensure successful configurations aligned with organizational goals. Responsibilities Lead the design and delivery of Salesforce CPQ solutions to meet business needs Collaborate with cross-functional teams to define and document business requirements Drive the analysis of sales processes such as quoting, contract management, pricing, discounts, and approval workflows Interpret business requirements to configure Salesforce features effectively Oversee integration projects involving relational databases, CPQ, billing, CLM, ERP systems, and ETL tools Support team efforts in adhering to SDLC principles and SOX compliance standards Manage project timelines, identify risks, and communicate status updates to stakeholders Provide insights on optimizing quoting, order management, and billing workflows Identify and resolve issues by leveraging problem-solving and analytical skills Stay updated with new Salesforce features and recommend applicable functionalities Validate configurations and oversee quality checks for CPQ, billing, and system integration Foster clear communication with business leaders and technical teams to align expectations Requirements 5-8 years of experience in Salesforce implementation and IT systems Knowledge of sales processes including quoting, pricing, discounts, approval structures, and order management Understanding of Salesforce features, customization options, and platform capabilities Familiarity with relational databases, CPQ, billing systems, CLM, ERP integrations, and product business rules Background in system integration, ETL tools, and billing process knowledge Skills in project management to handle timelines and mitigate risks effectively Expertise in SDLC principles, SOX compliance standards, and IT general controls Proficiency in debugging and technical issue resolution to assist development teams Competency in communicating complex ideas clearly to business stakeholders Strong analytical and problem-solving abilities, with a focus on achieving creative solutions Nice to have Background in agile methodologies and their application in project delivery Familiarity with advanced Salesforce CPQ features or related modules Showcase of technical skills in managing challenging integrations and configurations Capability to learn and adapt quickly to new Salesforce enhancements Flexibility to use prior experience in diverse industry settings to inform Salesforce strategies Show more Show less

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