Perficient · 1 day ago
Salesforce Lead CPQ BA – Quote to Cash & Revenue Cloud
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $150K/yr
3+ years expPerficient is a global AI-First consultancy that partners with innovative enterprises to deliver transformative results. They are seeking a Salesforce CPQ Lead Business Analyst who will build client relationships, manage projects, and translate business needs into detailed requirements, with a focus on Quote-to-Cash processes and Revenue Cloud.
ConsultingInformation TechnologyInternetMarketing
Hiring Manager
Laura Merkle
Responsibilities
Build trusted client relationships through proactive account management and effective project delivery
Writing user stories as an output to discovery sessions. At times, leading discovery sessions
Establishes knowledge of client business challenges and priorities to translate into opportunities
Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner
Helps deliver presentations to clients and management teams
Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards
Leading training sessions and walking through the front-end steps an end user would take as well as walking technical users through the back-end
Understanding how to move data between environments using standard data loading tools
Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams
Works with customers to establish approved wireframes and mock-ups for solutions
Assists project team to establish high, mid, and micro level plans for project team
Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria
Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met
Helps establish project test strategy, methodologies, test plans as well as assist with test execution
Instills team commitment to company delivery methodologies and practices
Qualification
Required
3-5 years of Salesforce professional business analysis experience, with strong relationship management, account management, and support experience
Minimum 1 years consulting industry experience working with external clients
Experience working in an Agile environment
Hands-to-keyboard experience in configuring Sales and CPQ objects. Candidates will be required to demonstrate these skills live during an interview
Experience working with data and moving data between environments
Admin and Sales Cloud Consultant required
CPQ certification is highly preferred
Exposure to Revenue Cloud and Quote to Cash
Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution
A solid understanding of AI capabilities and limitations including ethical considerations is expected
Deep understanding of iterative development methodologies
Excellent knowledge and understanding of current technologies and complex enterprise level applications
Skilled ability to obtain, understand and respond strategically to client needs
Highly detail oriented, well organized, and able to coordinate multiple projects simultaneously
Strong analytical, problem solving and conflict resolution skills
Energetic, motivated, service-oriented, and be able to multi task
Proven track record of delivering on time, on budget, and meeting client commitments
Excellent listening, oral, and written communication skills
Excellent facilitation, presentation, and reporting skills
Excellent interpersonal and teamwork skills
Flexible to new situations and challenges
Bachelor's Degree or Commiserate skills
Preferred
CPQ certification is highly preferred
Familiarity with AI-enhanced platforms is a plus
Benefits
Excellent benefits
Company
Perficient
Perficient is an IT consulting firm that helps companies adapt their systems to third party software products that use internet.
5001-10000 employees
H1B Sponsorship
Perficient has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (154)
2024 (147)
2023 (156)
2022 (196)
2021 (175)
2020 (223)
Funding
Current Stage
Public CompanyTotal Funding
$65.3M2024-05-05Acquired
2024-01-17Post Ipo Equity· $4.44M
2022-10-17Post Ipo Equity· $5.18M
Leadership Team
Ed Hofffman
Senior Vice President, North America Business Operations
Hari Madamalla
Vice President
Recent News
2025-11-10
Dallas Innovates
2025-10-11
Company data provided by crunchbase