Senior Product Analyst - Salesforce CPQ

United States

We are looking for a Salesforce CPQ expert with an architectural mindset to join our growing Business Platforms org within Business Technology (BT). In this role you will be responsible for oversight of strategic, cross-functional programs for Go-to-Market functions. You will build trusted relationships with business partners and teams that result in aligned focus on delivering outcomes supported by a clear technology and information strategy, prioritized plans, process maturity, disciplined execution and predictable, high-quality delivery of day-to-day technology and information services.


As a CPQ expert, you will be responsible for the design, development, and maintenance of business processes supporting the Salesforce CPQ application. Additionally, you will also work with the several business partners, end-users, and their management to improve processes and workflows.

  • Deliver Salesforce CPQ and platform updates, responsible for the design, development, testing and release of enhancements and strategic projects
  • Guide business partners through process explorations to solidify requirements and ensure full coverage of needs
  • Evaluate and provide feedback on requirements to ensure alignment with current processes and baseline systems
  • Create detailed test plans, test scenarios, and test data related to the Opportunity to cash process
  • Facilitate design, implementation, maintenance, and enhancement of the CPQ platform for Direct and Channel Sales teams by partnering with Deal Desk, Channel Ops, Order Management, Pricing and Packaging, etc.
  • Develop and maintain technical design documents related to system architecture
  • Maintain a holistic view of all business system processes and users to understand functional impacts with regard to configuration, process, workflow and reporting
  • Support the integration of CPQ system with the ERP system
  • Own system configuration and user setup as needed.
  • Create/update system documentation including configuration changes, data mapping requirements, functional designs, test cases and deployment plans
  • Document and maintain standardization and seek ways to improve processes and procedures
  • Identify the root cause of defects and develop fixes in the system
  • Collaborate closely with technical teams to define and implement effective and efficient solutions to business challenges and opportunities
  • Provide pre- and post-implementation technical support

Requirements & Skills

  • 3+ years of experience as a business analyst/implementing consultant/solutions architect supporting Salesforce CPQ (Steelbrick) platform.
  • 5+ years of experience with declarative development on the platform
  • Experience designing and supporting large scale, technically complex solutions on Salesforce and associated ecosystem
  • Subject matter expertise with core SaaS principles: Quoting, Subscription Management, Billing and Revenue Recognition
  • Experience in developing business process and requirements for integrating CPQ with external systems such as CRM, CLM and ERP
  • Deep understanding of Salesforce CPQ and overall Salesforce ecosystem
  • Deep understanding of software testing with knowledge on building test plans and executing them in unit, functional and user acceptance test cycles
  • Salesforce CPQ Specialist certification
  • Ability to excel in a fast growing/fast paced, ambiguous environment delivering accuracy while managing to deadlines
  • Able to prioritize to ensure work is done in a timely and high-quality manner.
  • Able to adapt to changing priorities and seek out ways to develop new skills


((Colorado, New York and Washington only*) Minimum base of $117,000/year + bonus + equity + benefits))



Okta is an Equal Opportunity Employer/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physial or mental disability, or status as a protected veteran.We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to participate in the job application or interview process, please use this Form to request an accommodation.

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