Salesforce & CPQ Analyst (Part-Time)

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

1. 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

1. 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

1. 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

1. 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

1. 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

1. 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

• 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, * 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.