Location: Palo Alto, CA – Onsite – Locals preferred
Duration: Long Term Contract
Job Overview:
We are seeking an experienced Salesforce CPQ BSA to join our dynamic team. This role is crucial in driving the strategic direction and execution of our Salesforce platform to meet business needs and objectives. The ideal candidate will possess a deep understanding of Salesforce capabilities, strong product management skills, and excellent communication abilities.
Responsibilities
- Facilitate opportunity-to-invoice processes including Quote-to-Cash, Service Contracts, and Entitlement Management within Salesforce (SFDC) and NetSuite (NS).
- Demonstrate strong functional knowledge of Salesforce.com and Salesforce CPQ; serve as the subject matter expert for these platforms.
- Expertise in CPQ pricing structures, discounting methodologies, contract renewal management, and end-to-end Quote-to-Cash workflows.
- Prepare clear and detailed user stories, acceptance criteria, workflow diagrams, use cases, and data mapping documents based on business requirements.
- Collaborate with development teams to ensure timely and quality delivery of new features and enhancements.
- Ensure solutions comply with SOX, business controls, data governance practices, and IT general controls policies.
- Prepare and deliver training documentation and sessions to stakeholders and end-users, ensuring a smooth adoption of implemented solutions.
- Partner effectively with cross-functional and regional teams to identify interdependencies and proactively mitigate related risks.
- Support Agile ceremonies including sprint planning, backlog grooming, modeling sessions, retrospectives, and sprint demos. Lead grooming efforts to consistently maintain a clear and prioritized backlog.
- Translate and clearly document business requirements into actionable user stories, process flows, acceptance criteria, use cases, and functional specifications for both business and technical teams.
Qualifications
- Bachelor’s degree in IT, Business Administration, Computer Science, or equivalent working experience.
- Minimum 5-7 years of experience in a Salesforce CPQ Business Analyst or Product Manager role in Salesforce implementations and support.
- Deep understanding and hands-on experience with Quote-to-Cash, Opportunity-to-Invoice, Service Contracts, and Entitlement processes within Salesforce and integrated platforms like NetSuite.
- Mandatory prior experience with Salesforce CPQ Cloud. Certification in Salesforce CPQ is highly preferred.
- Experience in end-to-end product configuration and pricing setup, including standalone, bundled, and nested bundle products, product rules, attributes, guided selling, pricing and discounting rules.
- Good understanding of Advanced Approvals configuration(Quote/Quote Line level approvals, Smart Approvals)
- Proven capability to write clear user stories, acceptance criteria, functional requirements, process flows, use cases, and perform data analysis.
- Previous Agile methodology experience: backlog grooming, sprint demos, Agile modeling sessions, and sprint planning/retrospectives.
- Strong analytical thinking and problem-solving skills, including conducting root-cause analyses.
- Excellent communication and interpersonal skills; ability to engage effectively with technical and non-technical stakeholders at all levels in the organization.
- Self-starter with high motivation, organizational skills, and ability to rapidly adapt in a fast-paced environment.
