Senior Analyst - Salesforce & CPQ

Position: Senior Analyst - Salesforce & CPQ

Location: Hyderabad

Experience: 7+ Years

Employment Type: Full-time

Salary: As per experience

Industry: IT / SaaS / Enterprise Technology

Role Overview:

We are seeking an experienced Salesforce Analyst with strong hands-on expertise in Salesforce CRM, CPQ (Configure-Price-Quote), and business process optimization. The ideal candidate will collaborate with sales, operations, and technical teams to streamline workflows, automate processes, and drive CRM efficiency.

Key Responsibilities:

- Manage and enhance Salesforce CRM modules, workflows, dashboards, automation, and integrations.

- Implement and optimize Salesforce CPQ for pricing, quoting, product configuration, and approvals.

- Translate business requirements into functional specifications, user stories, and solution designs.

- Work closely with sales operations to standardize quoting processes, discount structures, and approval flows.

- Configure objects, validation rules, flows, permission sets, custom fields, and CPQ bundles.

- Support data migration, cleansing, reporting, and Salesforce analytics.

- Conduct UAT, prepare documentation, train users, and ensure adoption across teams.

- Collaborate with cross-functional teams (Sales, Finance, Operations, Product) to resolve system issues.

- Ensure Salesforce best practices, data hygiene, and platform governance.

Requirements:

- 7+ years of experience in Salesforce CRM as an Analyst / Admin / Functional Consultant.

- Strong hands-on experience in Salesforce CPQ (mandatory).

- Strong understanding of Lead Opportunity Quote Order Billing processes.

- Experience in workflow automation, flows, process builder, formula fields, and reporting.

- Knowledge of Apex triggers, integrations, APIs (added advantage).

- Salesforce Admin, CPQ Specialist, or related certifications preferred.

- Excellent communication, documentation, and stakeholder management skills.

Preferred Skills:

- Experience working with SaaS, IT Consulting, or B2B enterprise sales teams.

- Experience with pricing models, revenue operations, and quoting frameworks.

- Strong analytical mindset and problem-solving ability.