Job Title: Senior Salesforce CPQ Business Systems Analyst (Techno-Functional)
Location: India(Remote)
Experience Required: 8+ Years
Role SummaryWe are seeking a Senior Salesforce CPQ Business Systems Analyst (Techno-Functional) to lead solution design and delivery for complex Quote-to-Cash (QTC) transformation initiatives. In this role, you will bridge business strategy and hands-on technical architecture—translating SaaS subscription models, multi-product bundles, and data workflows into scalable Salesforce CPQ configurations and integration specifications. Candidates must have personally configured Salesforce CPQ and must have practical, hands-on experience building AI agents.
Key Responsibilities- Quote-to-Cash Solution Design: Map and optimize the end-to-end sales journey, covering account creation/validation, opportunity management, quote generation, contract finalization, and order confirmation.
- Salesforce CPQ Architecture and Configuration: Design and maintain complex bundle structures (components vs. accessories), subscription/term-based pricing models, renewal logic, and Quote Line Editor product/validation rules.
- Account Onboarding, MDM & Routing: Design account creation and approval workflows. Configure territory and user routing based on geography, revenue, and employee headcount.
- Integration & Data Architecture: Partner with engineering teams to define integration specs between Salesforce CPQ, Master Data Management (Informatica MDM), middleware (MuleSoft, Boomi), and downstream invoicing engines. Define the Salesforce and Informatica MDM integration for account validation, enrichment, and deduplication. This includes resolving conflicts between third-party data (ZoomInfo, D&B, SEC) and existing MDM records.
- Data & Technical Validation: Write SOQL queries to analyze data models, troubleshoot configuration edge cases, and validate data migrations/enrichment pipelines.
- AI & Emerging Tech: Assist in evaluating and setting up native AI capabilities (e.g., Salesforce Agentforce, sub-agents) to automate internal workflows and user journeys.
- Agile Story Authoring: Write detailed user stories, process flow diagrams, and acceptance criteria while partnering with offshore development teams to drive sprint execution.
- Experience: 8+ years of experience in the Salesforce ecosystem, with at least 4+ years dedicated to Salesforce CPQ (SteelBrick) implementation and business analysis.
- CPQ Expertise: Hands-on mastery of Salesforce CPQ configurations—including complex product rules, pricing waterfalls, price rules, and subscription management.
- Integration Knowledge: Familiarity with enterprise integration patterns, REST/SOAP APIs, and tools such as MuleSoft, Boomi, or Informatica MDM.
- Technical Acumen: Ability to write SOQL queries, read APEX data structures, and understand complex object relationships within Salesforce.
- Process Mastery: Deep functional understanding of Quote-to-Cash, SaaS billing models, and contract lifecycle workflows.
- Emerging AI: Exposure to or strong foundational knowledge of Salesforce Agentforce and AI agent configurations.
- Salesforce Certified CPQ Specialist.
- Experience in enterprise SaaS, cloud, or subscription-first technology companies.
Skills Required
- 8+ years of experience in the Salesforce ecosystem
- 4+ years of Salesforce CPQ implementation and business analysis experience
- Hands-on Salesforce CPQ configuration, including product rules, pricing waterfalls, price rules, and subscription management
- Experience with enterprise integration patterns, REST and SOAP APIs, MuleSoft, Boomi, or Informatica MDM
- Ability to write SOQL queries and read Apex data structures
- Understanding of Salesforce object relationships
- Functional expertise in Quote-to-Cash, SaaS billing models, and contract lifecycle workflows
- Exposure to or foundational knowledge of Salesforce Agentforce and AI agent configurations
- Salesforce Certified CPQ Specialist
- Experience in enterprise SaaS, cloud, or subscription-first technology companies
Jade Global Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jade Global and has not been reviewed or approved by Jade Global.
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Healthcare Strength — Core medical, dental, and vision coverage appears established with mainstream U.S. carriers, forming a solid baseline of healthcare support. EAPs and tax‑advantaged accounts (FSAs/HSAs) are also cited, indicating options beyond basic insurance.
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Retirement Support — A 401(k) program with employer match is consistently referenced as part of the package. Availability of traditional and Roth options is noted, supporting long‑term savings flexibility.
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Parental & Family Support — Parental leave is referenced, and family‑oriented offerings such as backup childcare are highlighted in company materials. These elements can enhance the overall family support experience even when cash pay is not top‑tier.
Jade Global Insights
What We Do
A Trusted Partner for Every Digital Enterprise Bringing Value. Jade Global is a global IT consulting company with two decades of industry experience that helps the world’s leading businesses and organizations build their digital core, optimize their operations, and accelerate revenue growth. We are headquartered in San Jose, California; Jade Global operates with offices in 13 locations across North America, the UK, and Asia. Renowned as a trusted "partner of choice" for businesses in Healthcare & Life Sciences, Hi-tech, Retail, Manufacturing, and Financial Industries, Jade Global has innovated 30+ industry-specific solutions. Whether your focus is harnessing or expanding Gen-AI, AI, and digital capabilities, transforming operating models, or accelerating insightful decision-making, we’re here to help you gain and maintain a competitive edge with efficient, sustainable models. At Jade Global, it’s all about outcomes—your outcomes—and delivering the results you desire, tailored to your unique requirements
Why Work With Us
We are Great Place to Work Certified company and Jade focus on people first approach.
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