Noida, Uttar Pradesh, India
Information Technology
Full-Time
Jade Global
Overview
Salesforce Business Analyst – CPQ, Sales Cloud & Service Cloud1
Key Responsibilities
Key Responsibilities
- Collaborate with business stakeholders to gather, document, and prioritize functional and technical requirements related to CPQ, Sales, and Service processes.
- Translate business needs into detailed user stories, process flows, and functional specifications.
- Work with Salesforce administrators, developers, and QA teams to ensure requirements are understood and implemented accurately.
- Lead workshops and design sessions to define optimal Salesforce solutions, particularly around Quote-to-Cash, Lead-to-Order, Case Management, and Customer Support processes.
- Serve as a subject matter expert in Salesforce CPQ configurations, pricing rules, product bundles, and approval workflows.
- Drive enhancements and optimization of Sales Cloud features like lead management, opportunity management, forecasting, and pipeline visibility.
- Support Service Cloud capabilities including case management, knowledge base, SLAs, and omnichannel routing.
- Conduct user acceptance testing (UAT), training, and post-deployment support.
- Maintain documentation and ensure compliance with data governance, security, and best practices.
- 5+ years of Salesforce experience with at least 2+ years in CPQ, and deep functional knowledge of Sales and Service Cloud.
- Experience working with Salesforce CPQ – configuration, rules, discounting, quoting, approvals.
- Strong understanding of CRM processes including Lead-to-Order, Quote-to-Cash, and Case Lifecycle.
- Experience working in Agile/Scrum environments.
- Excellent communication, stakeholder management, and presentation skills.
- Strong problem-solving skills and ability to work independently or in a team.
- Salesforce certifications (e.g., Salesforce Administrator, Sales Cloud Consultant, Service Cloud Consultant, CPQ Specialist).
- Experience with integration tools (e.g., MuleSoft) and AppExchange products.
- Exposure to Einstein Analytics, Lightning Flows, and Experience Cloud is a plus.
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