Asst Dir-Sr Business Analyst (Salesforce)

Overview

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies

• 5–8 years’ experience in sales operations, business analysis, Salesforce administration, CPQ, or Lead-to-Cash process optimization.
• Strong hands on expertise with Salesforce and Conga/Apttus (CPQ, CLM, Order Management).
• Proven experience designing and deploying GenAI solutions, including LLM-driven automations, intelligent agents, and workflow optimization.
• Experience with prompt engineering, crafting and refining prompts for AI agents, guided selling, quoting automation, and conversational interfaces.
• Demonstrated ability to translate business requirements into AI-enabled processes, including rules, decision trees, and predictive models.
• Strong proficiency in data analysis, process mapping, journey mapping, and documentation.
• Excellent communication, stakeholder management, and cross-functional collaboration skills.
• Hands-on experience with AI-powered sales tools, such as quoting agents, pricing intelligence tools, or Salesforce Einstein/GenAI features.
• Technical knowledge of Salesforce automations (Flows, Apex basics), CPQ configuration rules, pricing engines, and contract lifecycle automation.\
• Experience building or maintaining AI agents for CPQ, such as guided selling, discount recommendation engines, or autonomous quoting bots.
• Salesforce or CPQ/CLM certifications (Administrator, Advanced Administrator, CPQ Specialist, Conga Certifications).
• Familiarity with API integrations, enterprise AI model deployment pipelines, and AI governance frameworks.
• Exposure to vector databases, retrieval-augmented generation (RAG), or enterprise LLM orchestration platforms (e.g., Azure OpenAI, Einstein GPT).
  
  

AI & Automation Leadership

• Lead the strategy, design, and deployment of GenAI and autonomous agent solutions across Salesforce, CPQ, CLM, and Order Management.
• Develop AI-driven workflows for key Lead-to-Cash steps including quoting, pricing, contract review, approvals, and order submission.
  
  

Process Optimization

• Analyze and optimize the Quote-to-Order and Lead-to-Cash processes using advanced automation, predictive analytics, and AI augmentation.
• Identify inefficiencies and design solutions leveraging AI agents, RPA, and intelligent workflows.
  
  

Stakeholder Collaboration

• Partner closely with business stakeholders, product owners, developers, and data teams to gather requirements and deliver scalable AI solutions.
• Lead workshops to evangelize AI opportunities and drive alignment across teams.
  
  

AI Tool & Agent Development

• Configure, prototype, and deploy AI-driven capabilities such as:
• Auto-quoting agents that generate or validate quotes.
• Intelligent contract review powered by LLMs.
• Opportunity scoring models and predictive deal insights.
• AI chatbots for CPQ support, guided selling, and rep assistance.
• Recommendation agents for pricing, discounts, renewals, and upsells.
  

Prompt Engineering

• Build, refine, and govern prompt frameworks used across sales workflows, ensuring accuracy, compliance, and business alignment.
• Design role-based prompts for Sales Reps, Sales Ops, Legal, and Finance use cases.
  
  

Intelligent Pricing & Revenue Optimization

• Implement and maintain pricing recommendation engines using historical deal data, win/loss patterns, and customer segmentation.
• Collaborate with Finance and Sales on AI-led pricing strategy enhancements.
  
  

Data Management

• Support data quality initiatives, feature engineering for AI models, and the creation of structured datasets for analytics.
• Ensure Salesforce and CPQ data models support current and future AI applications.
  
  

Change Management & Adoption

• Document workflows, create training material, drive user adoption, and measure success of AI transformation.
• Lead demos and training sessions to promote new AI capabilities.
  
  

Performance Monitoring

• Track KPIs, usage analytics, and ROI for AI and automation initiatives.
• Continuously refine models, prompts, and processes based on feedback and performance metrics.
  
  

Innovation Leadership

• Stay current with emerging AI technologies, agentic workflows, Salesforce AI capabilities, and CPQ automation trends.
• Recommend new tools, optimization opportunities, and architectural enhancements.
  
  

Our CPQ & Lead-to-Cash team focuses on transforming the sales experience through automation, AI innovation, and end-to-end process optimization.

We streamline quoting, pricing, contracting, and ordering by leveraging Salesforce, CPQ, CLM, and Order Management—enhanced with intelligent agents and GenAI-driven workflows.

Join us to be part of a team shaping the future of AI powered sales operations and driving business transformation at scale.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.