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Salesforce / CPQ Business Analyst

Multiple Locations: San Francisco, California, United States • Redwood City, California, United States • Austin, Texas, United States


Job Number: 29536

Position Title: Lead IT Business Systems Analyst

External Description:

We are currently seeking:   An experienced, Sr. Salesforce/CPQ Business Systems Analyst with experience in Salesforce CPQ (Steelbrick) system and Salesforce Administration to join our team in Austin, TX or Redwood City, CA. 

Job Summary  

You will be the lead go-to person representing IT, working with the Product owners, and collaborating with business groups in Sales, Marketing, and Global IT Development organizations, helping to drive and support our Sales strategies for our global business. 

What You’ll Do  

  • Establishing yourself as the lead business systems analyst providing configuration, administration and support of Informatica’s Sales and renewals business processes using Salesforce CPQ system 
  • Representing the IT team and collaborate with business teams & stakeholders to understand the business landscape, technical guidelines and best practices 
  • Building strong relationships among the business and IT team, managing customer expectations and translating requirements into effective business solutions 
  • Managing and coordinating vendor support, in conjunction with our global team where necessary, for project deployments and critical operational issues.  
  • Managing and communicating the status of deliverables, issues and risks across multiple work streams. 
  • Coordinate testing (with business stakeholders), reviewing test scenarios and test scripts, facilitating SIT, UAT and sign-off 
  • Create business requirements documentation with appropriate sign-off 
  • Job Summary

    Analyzes complex business problems to be solved with automated systems. Identifies gaps and provides technical expertise in business requirements for system functional specifications and scales new and current systems, processes, and procedures in a cost-effective manner. Configures system settings and options; plans and executes unit, integration and acceptance testing to meet business requirements. Designs details of automated systems. May provide consultation to users in automated systems. May lead cross-functional linked teams to address business or systems issues.

Key Essentials  

  • 7+  years’ experience working as a Lead Business Systems Analyst 
  • Previous experience working with development teams configuring, implementing and supporting Salesforce’ CPQ application (Steelbrick) preferred 
  • Previous experience supporting and developing solutions on the platform (Salesforce Admin certification required, Salesforce certification and salesforce Advanced Admin a plus) 
  • Strong understanding and/or hands on experience with sales and renewal
  • Proven experience ensuring quality deliverables, including writing test scripts, validating technical deliverables, facilitating UAT and sign-off 
  • Manage communications and coordinate discussions between Product Managers and business stakeholders 
  • Work closely with Product Manager to translate and clarify business requirement and document use cases for technical team. 
  • Coordinate testing (with business stakeholders), including drafting test scenarios, facilitating, demos, UAT and sign-off 
  • Proven experience ensuring quality deliverables, including writing test scripts, validating technical deliverables, facilitating UAT and sign-off 
  • Strong proficiency with tools and applications commonly used in systems analysis, including process-flow modeling and systems design methodologies 
  • Create and coordinate sharing of business requirements and technical documentation 
  • Provide training to key business stakeholders 
  • Serve as first level of support for business users 

Nice to Have  

  • Highly organized and detail-oriented 
  • Excellent presentation skills and verbal and written communication skills with technical, non-technical audiences 
  • Comfortable working in a dynamic team managing a diverse portfolio of products and ongoing concurrent projects 
  • Ability to multi-task and perform effectively in a fast-paced environment 
  • Able to think independently and consider cross-functional and downstream impacts 

What Does Success Look Like? 

You will be an organized and collaborative Lead Business Analyst with outstanding communication, analytical and technical aptitude with the ability to deliver innovative solutions for the business and the company.  You will be responsible for establishing and maintaining positive relationships throughout the business and IT, leveraging your thorough understanding of CPQ business processes and its value proposition for our company.  You are capable of managing multiple projects simultaneously across multiple technologies. You are capable of understanding the big picture, including best practices for the business and IT groups, and have the ability to apply a disciplined and detail-oriented approach to execution. 



City: San Francisco


Seniority Level: Mid-Senior Level

Alternative Location(s) : Redwood City

Community / Marketing Title: Salesforce / CPQ Business Analyst

Remote LinkedIn Hashtag:

LinkedIN Hashtag: LI-TK1

Company Profile:

Unleash Your Potential

A career with Informatica gives you all the opportunities and benefits that can only come from working for the trusted industry leader.  By joining our team, you'll be able to solve real-life problems, make a difference, have a global impact, and join a supportive group of globally diverse teammates.  We encourage you to be yourself, grow with us and unleash your potential.

EEO Employer Verbiage:

Informatica, the Enterprise Cloud Data Management leader, empowers businesses to realize the transformative power of data. We have pioneered a new category of software, the Informatica Intelligent Data Management Cloud (IDMC), powered by AI and a cloud-first, cloud-native, end-to-end data management platform that connects, manages and unifies data across any multi-cloud, hybrid system, empowering enterprises to modernize and advance their data strategies. Customers in more than 100 countries and 85 of the Fortune 100 rely on Informatica to drive data-led digital transformation. For more information, visit us at, LinkedIn, Twitter, and Facebook.

Conquering the Impossible with data, come join #LifeAtINFA!

All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.


Travel Requirement: Limited

Location_formattedLocationLong: San Francisco, California US

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