Salesforce Lead CPQ BA

 

We’re excited to share a new opportunity for a Salesforce CPQ Lead Business Analyst with strong CPQ and Quote‑to‑Cash experience. This full-time role offers excellent benefits, and candidates may be located anywhere in the U.S., ideally near a Perficient office. 

 

Kelley Austin (newly acquired by Perficient) takes a different approach to Salesforce Consulting by putting our employees first. That’s not hyperbole, either. Our team takes a proactive approach to employee satisfaction by having every single person fill out a “happiness list,” which comprises the top ten things each employee finds happiness in outside of work. We review those happiness lists regularly to ensure everyone is checking most of the boxes and adjust their project load, responsibilities, or schedule accordingly if not.

 

Perficient is the global AI and technology consulting firm disrupting the traditional consulting model. Powered by our 7,000+ advisors, engineers, and designers, Perficient implements AI-first solutions that break conventions and deliver outcomes that matter. Proudly serving clients that represent the world’s most innovative brands, and in collaboration with our powerful technology partner ecosystem, we bring deep industry expertise and data-driven design to redefine how businesses run and succeed. Perficient is different. For real. Learn more at perficient.com.

 

 

Responsibilities

• Build trusted client relationships through proactive account management and effective project delivery.

• Writing user stories as an output to discovery sessions. At times, leading discovery sessions.

• Establishes knowledge of client business challenges and priorities to translate into opportunities.
• Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
• Helps deliver presentations to clients and management teams.
• Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.

• Leading training sessions and walking through the front-end steps an end user would take as well as walking technical users through the back-end.

• Understanding how to move data between environments using standard data loading tools.

• Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
• Works with customers to establish approved wireframes and mock-ups for solutions.
• Assists project team to establish high, mid, and micro level plans for project team.
• Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
• Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met.
• Helps establish project test strategy, methodologies, test plans as well as assist with test execution.
• Instills team commitment to company delivery methodologies and practices.

Qualifications

• 3-5 years of Salesforce professional business analysis experience, with strong relationship management, account management, and support experience.
• Minimum 1 years consulting industry experience working with external clients
• Experience working in an Agile environment.
• Hands-to-keyboard experience in configuring Sales and CPQ objects. Candidates will be required to demonstrate these skills live during an interview.
• Experience working with data and moving data between environments
• Admin and Sales Cloud Consultant required. CPQ certification is highly preferred.
• Exposure to Revenue Cloud and Quote to Cash 
• Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution.
• Familiarity with AI-enhanced platforms is a plus. 
• A solid understanding of AI capabilities and limitations including ethical considerations is expected. 
• Deep understanding of iterative development methodologies.
• Excellent knowledge and understanding of current technologies and complex enterprise level applications.
• Skilled ability to obtain, understand and respond strategically to client needs.
• Highly detail oriented, well organized, and able to coordinate multiple projects simultaneously.
• Strong analytical, problem solving and conflict resolution skills.
• Energetic, motivated, service-oriented, and be able to multi task.
• Proven track record of delivering on time, on budget, and meeting client commitments.
• Excellent listening, oral, and written communication skills.
• Excellent facilitation, presentation, and reporting skills.
• Excellent interpersonal and teamwork skills.
• Flexible to new situations and challenges.
• Bachelor's Degree or Commiserate skills.

 

The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $64,974 to $149,880. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential equity or variable bonus programs. Information regarding the benefits available for this position are in our benefits overview.

Applications will be accepted until the position is filled or the posting is removed.

Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.

 

Disability Accommodations:

 

Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.

 

Disclaimer:  The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification.  Management retains the discretion to add or change the duties of the position at any time.

 

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About UsPerficient is the global AI and technology consulting firm disrupting the traditional consulting model. Powered by our 7,000+ advisors, engineers, and designers, Perficient implements AI-first solutions that break conventions and deliver outcomes that matter. Proudly serving clients that represent the world’s most innovative brands, and in collaboration with our powerful technology partner ecosystem, we bring deep industry expertise and data-driven design to redefine how businesses run and succeed. Perficient is different. For real. Learn more at perficient.com.