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 ...