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 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 :

(ref : iimjobs.com)