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Business Analyst – CPQ / Salesforce

Summary

Business Analyst translates CPQ and Salesforce requirements into functional specs, improving quoting and pricing workflows for fintech clients.

Position Overview

Fincons is seeking an experienced Business Analyst with a strong background in CPQ (Configure, Price, Quote), product configuration, pricing, and commercial business processes.

The ideal candidate will have experience working with Salesforce CPQ or a similar CPQ/product configuration platform and be comfortable working between business stakeholders and technical teams to translate business needs into functional requirements and system solutions.

Roles & Responsibilities

  • Gather, analyze, and document business and functional requirements

  • Translate business needs into clear functional specifications and user stories

  • Support CPQ, product catalog, pricing, quoting, and promotional processes

  • Analyze existing business processes and identify opportunities for improvement

  • Define requirements for product configuration, pricing rules, discounts, promotions, and approval workflows

  • Partner with Salesforce, development, integration, and architecture teams

  • Support system integrations and data flows between CPQ/CRM and other enterprise applications

  • Participate in solution design, testing, UAT, implementation, and production support

  • Serve as a liaison between business stakeholders and technical teams

Required Qualifications

  • Experience as a Business Analyst, Functional Analyst, Business Systems Analyst, or Functional Consultant

  • Hands-on functional experience with CPQ or product configuration solutions

  • Experience with Salesforce CPQ or a comparable CPQ platform

  • Understanding of product catalogs, pricing, quoting, discounts, promotions, and approval workflows

  • Experience gathering requirements and creating functional documentation and user stories

  • Understanding of APIs, integrations, and enterprise application workflows

  • Strong communication and stakeholder-management skills

Preferred Qualifications

  • Salesforce CPQ / Revenue Cloud experience

  • Experience with platforms such as Conga CPQ, Oracle CPQ, SAP CPQ, PROS, or similar solutions

  • Experience with CRM, order management, billing, or quote-to-cash processes

  • Experience working in Agile/Scrum environments

  • Familiarity with BPM and workflow/process automation tools

See also