Salesforce BSA

Job Title: Salesforce CPQ Technical BSA (Business Systems Analyst)

Location: Costa Rica/ Canada (Remote)

Job Summary

We are seeking a highly experienced Salesforce CPQ Business Systems Analyst (BSA) with 8+ years of experience in Salesforce and Quote-to-Cash implementations. The ideal candidate will have deep expertise in Salesforce CPQ, revenue automation, and Workato integrations, along with strong stakeholder management and business analysis capabilities.

Key Responsibilities

• Lead requirement gathering sessions with business stakeholders and translate them into functional specifications and user stories
• Act as a liaison between business and technical teams to deliver scalable CPQ solutions
• Design and implement Salesforce CPQ solutions including:
• Quotes & Quote Line Items
• Product Bundles & Configurations
• Pricing, Discounting & Approvals
• Configure and manage:
• Automation Rules (Price Rules, Product Rules)
• Revenue Rules & Revenue Automation
• Drive end-to-end Quote-to-Cash (Q2C) process improvements
• Advanced Admin configurations
• Lead and support Workato-based integrations with ERP, billing, and finance systems
• Perform solution design reviews and ensure adherence to Salesforce best practices
• Support UAT, deployment, and hypercare activities

Required Skills

Core CPQ Expertise

• 6+ years of hands-on experience in Salesforce CPQ
• Strong experience in:
• Quotes & Quote Line Items
• Product Bundling & Configuration
• Pricing, Discounting & Approvals
• Automation Rules (Price Rules, Product Rules)
• Revenue Rules & Advanced Revenue Automation
• Deep understanding of Quote-to-Cash (Q2C) lifecycle

Integration Skills

• Hands-on experience with Workato integration platform
• Ability to design, implement, and troubleshoot integrations between Salesforce and external systems

Business Analysis & Functional Skills

• Strong stakeholder management and communication skills
• Expertise in:
• Requirement elicitation
• Process mapping
• Writing detailed user stories and acceptance criteria
• Experience working in Agile/Scrum environments

Salesforce Expertise

• Advanced Salesforce Administration skills:
• Data model design
• Security & sharing
• Workflow/process automation, Flows

Preferred Qualifications

• Salesforce CPQ Specialist Certification
• Advanced admin Certification
• Experience in large-scale CPQ implementations

Soft Skills

• Strong leadership and stakeholder engagement abilities
• Excellent analytical and problem-solving skills
• Ability to drive discussions and influence decision-making