- Analyze business processes, identify areas for improvement, and recommend updated processes leveraging Salesforce capabilities and automation.
- Collaborate with stakeholders in USA to gather and document detailed business requirements in use case format and translate them into functional specifications.
- Work closely with cross-functional teams, including developers, administrators, and end-users, to design and implement Salesforce solutions that align with business needs.
- Conduct user interviews, workshops, and brainstorming sessions to elicit requirements and drive consensus among stakeholders.
- Create and maintain documentation such as process flows, use cases, user stories, and test cases to ensure clear communication and understanding.
- Configure and customize Salesforce application specific to CPQ, including product setup and pricing.
- Create and maintain documentation of product and bundle setup, product rules and price rules in Salesforce CPQ
- Perform data analysis and mapping to ensure data integrity and consistency within Salesforce and other integrated systems.
- Support end-users by providing training, conducting user acceptance testing (UAT), and resolving any issues or questions related to Salesforce functionality.
- Stay up-to-date with Salesforce updates, new features, and industry best practices to continuously enhance system capabilities and drive innovation.
- Collaborate with project managers to ensure timely delivery of projects, manage priorities, and track progress against established timelines and goals.
Requirements:
- Proven experience as a Salesforce Business Analyst or similar role, with in-depth knowledge of Salesforce Sales Cloud and Salesforce CPQ and related technologies.
- Strong analytical and problem-solving skills, with the ability to translate business requirements into technical specifications.
- Excellent communication skills, both verbal and written, with the ability to effectively collaborate with diverse stakeholders.
- Proficiency in Salesforce configuration (including creating reports, and dashboards), Salesforce CPQ and Billing.
- Knowledge of the complexities around selling hardware and software, subscription billing and different pricing models
- Familiarity with Agile/Scrum methodologies and experience working in an Agile development environment.
- Detail-oriented with a focus on quality and accuracy in documentation and testing.
- Knowledge of integrations with other systems and familiarity with data migration and data management principles.
- Ability to adapt to changing priorities, handle multiple projects simultaneously, and work independently or as part of a team.
Nice to Have: (not required, but an extra plus if you have the experience)
- Salesforce certifications such as Salesforce Certified Administrator (ADM 201) and/or Salesforce Certified CPQ Specialist
- Knowledge of different pricing methods including dynamic pricing
- Experience in Sales Operations order management processes