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Salesforce Business Analyst
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My client is looking for a Salesforce Business Analyst who will support the delivery of the client's global CPQ/CRM platform by translating business needs into clear Salesforce requirements, user stories and acceptance criteria.
This is a hands-on role suited to someone with previous experience working on Salesforce Sales Cloud and CPQ, Revenue Cloud or Agentforce Revenue Management implementations. The role will work closely with business stakeholders, Product Owners, architects, developers, testers, and the delivery partner to ensure requirements are well understood, prioritized, validated, and delivered.
The role is focused on business analysis, process understanding, backlog support, testing, and business readiness. It will help ensure Salesforce changes are aligned to the Lead to Order process, support business adoption, and contribute to the transition from partner-led delivery in Release 1 to increase the client's ownership from Release 2 onwards.
Context
My client is implementing Salesforce Sales Cloud and the CPQ module of Agentforce Revenue Management as its global CPQ/CRM platform across multiple countries. The platform will support the Lead to Order journey, including opportunity management, quote request intake, pricing, configuration, approvals, quote generation, and validated order handoff to ERP.
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A delivery partner will lead the initial build in Release 1, with the client progressively taking ownership of platform operation, release delivery, and continuous improvement in future releases.
This role will help bridge the business and technical teams, ensuring requirements, process decisions, testing needs, and business impacts are captured clearly and translated into deliverable Salesforce outcomes.
Required Experience & Capabilities
- 4+ years’ experience as a Salesforce Business Analyst, Functional Consultant, or Business Systems Analyst.
- Previous experience working on Salesforce Sales Cloud and CPQ, Revenue Cloud, or Agentforce Revenue Management implementations.
- Good understanding of Lead to Order processes, including opportunity, quote, pricing, approvals, and ERP handoff.
- Strong experience gathering requirements, running workshops, and translating business needs into user stories, acceptance criteria, and functional specifications.
- Ability to document process flows, business rules, data requirements, dependencies, and design decisions clearly.
- Experience working in Agile or hybrid delivery environments, using Jira, Azure DevOps, or similar backlog management tools.
- Experience supporting SIT, UAT, defect triage, go-live readiness, and post-release validation.
- Confident working with business stakeholders, product owners, architects, developers, testers, and delivery partners.
- Strong communication, facilitation, and stakeholder management skills, with the ability to explain requirements clearly to technical and non-technical audiences.
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Technical Environment
- Salesforce Sales Cloud and Salesforce Agentforce Revenue Management
- Salesforce CPQ / Revenue Cloud capability
- Integration with ERP, MDM/PIM systems
- Jira, Azure DevOps, or similar delivery tracking tools
- Testing, UAT, and business readiness processes
If you are currently available and looking for your next contract role and have the above skills, then please send your CV and call for more information. This is an urgent role; the client is looking to interview ASAP with a view to someone starting within the next few weeks.
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