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 (objects, fields, reports, dashboards, permissions)
• Working knowledge of Salesforce CPQ, including:
  • Products, price books, bundles, pricing rules, and quote templates
• Experience supporting Salesforce enhancements, releases, and migrations (e.g., Workflow-to-Flow transitions, feature adoption)
• Understanding of Salesforce org health best practices:
  • Data cleanup
  • Security and access reviews
  • Sandbox and environment management
• Strong analytical, testing, and troubleshooting skills with a focus on:
  • Data integrity
  • System reliability and performance
• Strong communication and documentation skills with the ability to collaborate across teams

Preferred Qualifications

• Salesforce Administrator Certification
• Experience with:
  • Salesforce CPQ advanced features
  • Flow and automation tools
• Background supporting:
  • SaaS or subscription-based businesses
  • Complex pricing models and product structures

Key Competencies

• Detail-oriented with strong data accuracy focus
• Analytical and problem-solving mindset
• Ability to balance tactical support with strategic improvements
• Strong collaboration across Sales, Product, and Operations
• Ability to manage multiple priorities in a part-time capacity

Success Factors

• Accurate and efficient CPQ configuration and pricing support
• Improved Salesforce system performance and usability
• Successful rollout of enhancements and migrations
• Well-documented system processes and institutional knowledge
• Positive user experience and adoption across stakeholders

Salary range: $30,000 - $45,000 USD per year.