Salesforce Business Systems Analyst (CPQ & CLM)

Job Title: Salesforce Business Systems Analyst (CPQ & CLM)

Location: Pleasanton, CA (3 days a week for now)
Job Type: Contract
Experience Level: Senior (7+ years)

Job Summary:

We are looking for an experienced Salesforce Business Systems Analyst (BSA) with deep functional knowledge of Salesforce CPQ and CLM (Contract Lifecycle Management) solutions. The ideal candidate will have 7+ years of experience in Salesforce ecosystem projects, with a strong ability to gather business requirements, translate them into technical specifications, and work closely with development teams. Experience with Conga CLM is highly preferred.

Key Responsibilities:

• Act as the primary liaison between business stakeholders and technical teams for Salesforce CPQ and CLM projects.
• Gather, analyze, and document detailed business and functional requirements for Salesforce CPQ (e.g., pricing rules, product configurations, quoting) and CLM (e.g., contract templates, workflows).
• Work closely with Salesforce Developers, Architects, and QA teams to ensure requirements are implemented accurately and efficiently.
• Collaborate with sales, legal, finance, and operations teams to understand current business processes and identify opportunities for automation and improvement.
• Assist in the design and testing of new Salesforce features, user stories, and workflows related to CPQ and CLM.
• Support UAT (User Acceptance Testing) by defining test scenarios, coordinating test efforts, and validating outcomes.
• Ensure data integrity and compliance in CLM processes, working closely with legal and compliance teams.

Required Qualifications:

• 7+ years of experience as a Salesforce Business Systems Analyst or Functional Consultant.
• Strong understanding of Salesforce CPQ processes, including quoting, pricing strategies, discounting, and approval workflows.
• Hands-on experience working with CLM systems, preferably Conga CLM (configuration, workflows, templates).
• Proven ability to translate business needs into technical requirements and solution designs.
• Familiarity with Salesforce Lightning UI, data models, and standard/custom objects.
• Experience creating functional specs, process flows, user stories, and gap analyses.
• Knowledge of Salesforce data governance, security, and compliance standards.
• Excellent communication, stakeholder management, and documentation skills.
• Experience working in Agile/Scrum environments.

Preferred Qualifications:

• Experience with Conga CLM strongly preferred.
• Salesforce certifications such as Salesforce Administrator, Salesforce CPQ Specialist, or Business Analyst certification.