IN_Manager_Salesforce CRM BA (CPQ, M&A)\GCC_Advisory_Gurgaon (India)
Posted Updated
Description
| Job Description & Summary: | We are seeking an experienced CRM Business Analyst with deep expertise in Salesforce CRM, Configure-Price-Quote (CPQ), and business process integration for mergers and acquisitions (M&A). This role partners with business stakeholders, solution architects, and technical teams to assess current CRM processes, define requirements, support system integration and consolidation, and enable smooth operations after mergers, acquisitions, or organizational restructuring. |
| Job Position Title: | IN_Manager_Salesforce CRM BA (CPQ, M&A)\GCC_Advisory_Gurgaon (India) |
| Responsibilities: | Gather, analyze, and document business requirements for Salesforce CRM and CPQ implementations, enhancements, and integrations. Facilitate stakeholder workshops to assess current processes, identify gaps, and define future-state workflows. Evaluate CRM and CPQ systems across merging or acquired entities to identify opportunities for process standardization, platform consolidation, and operational improvement. Define requirements for product configuration, pricing, discounts, quote generation, approval workflows, and quote-to-order processes. Support M&A CRM integration activities, including system assessments, data mapping and migration, process harmonization, and application consolidation. Partner with business stakeholders to align customer, account, contact, opportunity, product, and pricing data across systems. Create business requirements documents (BRDs), functional specifications, user stories, process flows, and acceptance criteria. Collaborate with Salesforce architects, developers, integration teams, and data teams to translate business needs into scalable solutions. Define integration requirements between Salesforce CRM, CPQ, ERP, billing, and other enterprise applications. Develop and execute functional test strategies, support SIT and UAT, manage defects, and secure business sign-off. Support cutover planning, deployment, change management, and post-launch stabilization. Identify business risks, dependencies, and integration challenges, and recommend mitigation strategies. Maintain requirements traceability and alignment across business objectives, solution design, and delivery outcomes. |
| Mandatory skill sets: | Proven experience in CRM business analysis and Salesforce platform implementations. Hands-on functional expertise in Salesforce CPQ, including product configuration, pricing rules, discounts, quote management, and approval processes. Strong understanding of CRM integration, data migration, and business process harmonization. Experience supporting M&A programs, post-merger integrations, system consolidations, or enterprise transformation initiatives. Strong knowledge of sales processes, customer lifecycle management, and quote-to-cash operations. Experience with Agile delivery, requirements management, functional documentation, and testing. Excellent communication, stakeholder management, analytical, and problem-solving skills. Ability to coordinate effectively across business, technology, and integration teams. |
| Preferred skill sets: | Salesforce Business Analyst or Salesforce CPQ certification. Experience with Salesforce Sales Cloud, ERP integrations, and enterprise data management. Exposure to acquisition integrations, divestitures, carve-outs, or post-merger operating model transitions. Experience contributing to large-scale, multi-system transformation programs |
| Years of experience required: | 7 to 9 Years |
| Education qualification: | BE/B.Tech/M.Tech/MBA/MCA |