Salesforce Functional Analyst - CPQ

1. Stakeholder Collaboration

▪ Partners with the Product Owner and the Salesforce Lead to align on priorities, scope, and roadmap

▪ Works closely with Business Owners to understand their needs, pain points, and objectives

▪ Bridges the gap between what the business wants and what the team can realistically deliver

2. Requirements Gathering & Analysis

• Facilitates workshops, interviews, and walkthroughs with business stakeholders

• Asks the right questions to uncover real needs behind stated requests

• Validates that requirements are complete, consistent, and feasible within Salesforce

3. Writing User Stories

• Translates requirements into well-structured user stories

• Defines clear acceptance criteria for each story

• Works with the Product Owner to refine and prioritize the backlog

4. Solution Design

▪ Proposes Salesforce-native solutions where possible (configuration over customization)

▪ Evaluates trade-offs between different approaches and advises accordingly

▪ Flags technical risks or limitations to the Product Owner and developers

5. Documentation

▪ Delivers ready-to-develop user stories with sufficient detail for developers

▪ Documents As-Is processes, designs To-Be solutions and keeps these up to date as solutions evolve

Strong Salesforce platform knowledge (standard objects, flows, data model, AppExchange ecosystem)

Salesforce Cloud expertise:

-Sales Cloud & Service Cloud is considered foundational

-CPQ is highly valued (or compensated with eagerness to learn)

-Billing, Service Cloud Voice and Pardot (MC Account Engagement) are a welcome bonus

▪ Excellent analytical thinking, being able to break down complex processes

▪ Strong communication skills, comfortable both with business and technical audiences

▪ Detail-oriented

▪ Proactive mindset