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.