Job Description:

As a Salesforce Business Analyst, you will work closely with business users and stakeholders to gather requirements, analyze processes, and develop solutions that enhance the efficiency and effectiveness of Salesforce CPQ and Sales Cloud. You will play a crucial role in ensuring that the solutions implemented align with business goals and provide measurable value.

Key Responsibilities:

Requirements Gathering and Analysis:

• Collaborate with business stakeholders to understand their needs, objectives, and challenges related to Salesforce CPQ and Sales Cloud.

• Conduct workshops, interviews, and surveys to gather detailed business requirements and document them accurately.

• Analyze current business processes and workflows to identify opportunities for improvement and optimization.

Solution Design and Documentation:

• Translate business requirements into functional specifications and user stories for the development team.

• Work closely with Solution Architects and Developers to design effective Salesforce solutions that meet business needs.

• Create and maintain comprehensive documentation, including business requirement documents (BRDs), process flows, and user guides.

Stakeholder Engagement:

• Act as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements.

• Facilitate meetings and presentations to gather feedback and validate proposed solutions.

• Build strong relationships with stakeholders to ensure alignment and support for Salesforce initiatives.

Testing and Quality Assurance:

• Develop test plans and test cases to validate Salesforce CPQ and Sales Cloud implementations.

• Coordinate user acceptance testing (UAT) efforts, facilitating testing sessions and gathering feedback from end-users.

• Identify and track defects, working with the development team to ensure timely resolution.

Training and Change Management:

• Assist in the development of training materials and user documentation to support end-users in adopting Salesforce solutions.

• Conduct training sessions and workshops to ensure users understand the new processes and functionalities.

• Support change management initiatives to facilitate smooth transitions to new systems and processes.

Continuous Improvement:

• Monitor and evaluate the performance of Salesforce solutions post-implementation, gathering feedback for ongoing improvements.

• Stay informed about Salesforce updates, new features, and industry trends, recommending enhancements to current solutions.

• Collaborate with data analysts to define reporting and analytics requirements, ensuring data supports business decisions.

Qualifications:

• Education: Bachelor's degree in Business Administration, Information Technology, or a related field.

• Experience:

• 3+ years of experience as a Business Analyst, preferably in Salesforce environments.

• Strong experience with Salesforce CPQ and Sales Cloud, including configuration and business processes.

• Proven track record of successful requirements gathering, analysis, and documentation.

Skills and Competencies:

• Salesforce Knowledge:

• In-depth understanding of Salesforce CPQ functionalities, pricing strategies, and quoting processes.

• Familiarity with Salesforce Sales Cloud features, including lead management and opportunity tracking.

• Knowledge of Salesforce data models, workflows, and reporting tools.

• Analytical and Problem-Solving Skills:

• Strong analytical skills to assess business processes and identify opportunities for optimization.

• Excellent problem-solving abilities to develop effective solutions that align with business objectives.

• Communication and Collaboration:

• Exceptional verbal and written communication skills, with the ability to engage and influence stakeholders at all levels.

• Strong interpersonal skills to collaborate effectively with cross-functional teams.

• Ability to facilitate discussions and workshops to gather requirements and validate solutions.

• Project Management:

• Familiarity with project management methodologies (Agile, Waterfall) and tools (e.g., Jira, Trello).

• Ability to manage multiple priorities and projects in a fast-paced environment.

Preferred Qualifications:

• Salesforce Certified Administrator or Salesforce Certified CPQ Specialist.

• Experience with Agile/Scrum methodologies for project delivery.

• Knowledge of integration tools and data migration strategies within Salesforce.

• Familiarity with reporting tools like Tableau or Power BI.

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