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.
