Salesforce & CPQ Analyst (Part-Time)

Key Responsibilities

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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

Required Qualifications

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

Preferred Qualifications

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.

Originally posted on Himalayas