Salesforce & CPQ Analyst (Part-Time)

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

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