Salesforce & Cpq Analyst

**Key Responsibilities** ------------------------ ### **1\. Salesforce Administration & Optimization** * Support day-to-day Salesforce administration, including: * Objects, fields, reports, dashboards, and permissions (Lightning Experience) * Review Salesforce seasonal releases and help lead targeted modernization efforts (e.g., Workflow-to-Flow migrations) * Assist in driving adoption of Salesforce Lightning Experience and new platform capabilities ### **2\. Salesforce Org Health & Governance** * Support Salesforce org health initiatives, including: * Cleanup of unused fields, objects, reports, and dashboards * Periodic reviews of access controls and user permissions * Monitoring data storage, backups, and sandbox environments * Help ensure system performance, scalability, and data integrity ### **3\. Salesforce CPQ Administration** * Provide administrative support for Salesforce CPQ, including: * Product catalog and configurations * Price books and pricing structures * Bundles and configuration rules * Pricing rules and automation * Quote templates and document generation * Collaborate with Sales and Product Managers to ensure accurate pricing and packaging ### **4\. Pricing & CPQ Enhancements** * Assist with: * Pricing updates and maintenance * CPQ enhancements and feature improvements * Testing and validation of pricing changes * Troubleshoot CPQ-related issues and support resolution efforts ### **5\. System Enhancements & Migrations** * Support Salesforce system changes and future platform migrations, including: * Planning and coordination * Testing and validation * Data integrity checks * Documentation of updates and changes ### **6\. Documentation & Knowledge Management** * Help preserve and document institutional knowledge related to Salesforce and CPQ configurations, including: * Legacy setups and workflows * Complex product and pricing structures * Maintain system documentation for processes, configurations, and best practices ### **7\. User Support & Training** * Provide guidance, training, and best-practice recommendations to Salesforce and CPQ users * Support end-users with troubleshooting, issue resolution, and process improvement **Core Duties** --------------- * Maintain and enhance Salesforce and CPQ configurations * Execute system updates, testing, and release activities * Monitor and improve system data quality and performance * Support product, pricing, and quoting processes * Document system architecture, workflows, and pricing logic * Collaborate cross-functionally to align Salesforce capabilities with business needs * Assist in continuous improvement initiatives across the Salesforce ecosystem **Required Qualifications** --------------------------- * 2+ years of Salesforce administration experience, including: * Lightning configuration (objects, fields, reports, dashboards, permissions) * Working knowledge of Salesforce CPQ, including: * Products, price books, bundles, pricing rules, and quote templates * Experience supporting Salesforce enhancements, releases, and migrations (e.g., Workflow-to-Flow transitions, feature adoption) * Understanding of Salesforce org health best practices: * Data cleanup * Security and access reviews * Sandbox and environment management * Strong analytical, testing, and troubleshooting skills with a focus on: * Data integrity * System reliability and performance * Strong communication and documentation skills with the ability to collaborate across teams **Preferred Qualifications** ---------------------------- * Salesforce Administrator Certification * Experience with: * Salesforce CPQ advanced features * Flow and automation tools * Background supporting: * SaaS or subscription-based businesses * Complex pricing models and product structures **Key Competencies** -------------------- * Detail-oriented with strong data accuracy focus * Analytical and problem-solving mindset * Ability to balance tactical support with strategic improvements * Strong collaboration across Sales, Product, and Operations * Ability to manage multiple priorities in a part-time capacity **Success Factors** ------------------- * Accurate and efficient CPQ configuration and pricing support * Improved Salesforce system performance and usability * Successful rollout of enhancements and migrations * Well-documented system processes and institutional knowledge * Positive user experience and adoption across stakeholders Salary range: $30,000 - $45,000 USD per year.