Strategic Planning & Execution
- Define and execute the Salesforce, CPQ and other GTM systems roadmap in collaboration with senior management.
- Oversee end-to-end project execution, ensuring timely and successful delivery.
Requirements & Solution Design
Facilitate workshops to gather business needs and analyze current Lead to cash processes for optimization.Lead the design and architecture of solutions, ensuring scalability and best practices.Work closely with technical teams to validate feasibility and compliance with Salesforce standards.System Configuration & Data Management
Manage Salesforce configurations (pricing rules, product bundles, discount schedules, approvals) and configurations of other GTM tools as well.Oversee data migration, integration, governance, and ensure compliance with data policies.Testing, Training & Support
Develop and execute test plans, including UAT , to ensure quality solutions.Train end-users and provide high-level support.Reporting & Stakeholder Engagement
Design dashboards and reports to monitor tools performance and drive insights.Serve as the primary contact for projects, ensuring alignment with stakeholders.Preferred candidate profile
Bachelor's degree in Information Technology, Computer Science, or a related field. Or an MBA.Minimum of 6+ years of experience as a Business Analyst, with at least 4 years of experience specifically in Salesforce, Salesforce CPQ and GTM tools such as Outreach, Gong, Marketo, Lead scoring tools etc.Proficiency in data migration, management, and integration best practices.Expert in handling tools like Jira, Confluence, Microsoft 365 etc.Experience in industries such as SaaS, technology, manufacturing, or telecommunications where CPQ / Lead to cash solutions are commonly used. Agile project management methodologies and tools.Skills Required
Data Management, Agile Methodologies, Salesforce Cpq, Stakeholder Management, Solution Design