Senior Salesforce Business Analyst - Bengaluru, Gurugram

Skills and Competencies · 58 years' experience in sales operations, business analysis, Salesforce administration, CPQ, or Lead-to-Cash process optimization. · Strong hands on expertise with Salesforce and Conga/Apttus (CPQ, CLM, Order Management). · Proven experience designing an ...

Job description

Skills and Competencies

• 58 years' experience in sales operations, business analysis, Salesforce administration, CPQ, or Lead-to-Cash process optimization.
• Strong hands on expertise with Salesforce and Conga/Apttus (CPQ, CLM, Order Management).
• Proven experience designing and deploying GenAI solutions, including LLM-driven automations, intelligent agents, and workflow optimization.
• Experience with prompt engineering, crafting and refining prompts for AI agents, guided selling, quoting automation, and conversational interfaces.
• Demonstrated ability to translate business requirements into AI-enabled processes, including rules, decision trees, and predictive models.
• Strong proficiency in data analysis, process mapping, journey mapping, and documentation.
• Excellent communication, stakeholder management, and cross-functional collaboration skills.
• Hands-on experience with AI-powered sales tools, such as quoting agents, pricing intelligence tools, or Salesforce Einstein/GenAI features.
• Technical knowledge of Salesforce automations (Flows, Apex basics), CPQ configuration rules, pricing engines, and contract lifecycle automation.\
• Experience building or maintaining AI agents for CPQ, such as guided selling, discount recommendation engines, or autonomous quoting bots.
• Salesforce or CPQ/CLM certifications (Administrator, Advanced Administrator, CPQ Specialist, Conga Certifications).
• Familiarity with API integrations, enterprise AI model deployment pipelines, and AI governance frameworks.
• Exposure to vector databases, retrieval-augmented generation (RAG), or enterprise LLM orchestration platforms (e.g., Azure OpenAI, Einstein GPT).

Responsibilities

AI & Automation Leadership

• Lead the strategy, design, and deployment of GenAI and autonomous agent solutions across Salesforce, CPQ, CLM, and Order Management.
• Develop AI-driven workflows for key Lead-to-Cash steps including quoting, pricing, contract review, approvals, and order submission.

Process Optimization

• Analyze and optimize the Quote-to-Order and Lead-to-Cash processes using advanced automation, predictive analytics, and AI augmentation.
• Identify inefficiencies and design solutions leveraging AI agents, RPA, and intelligent workflows.

Stakeholder Collaboration

• Partner closely with business stakeholders, product owners, developers, and data teams to gather requirements and deliver scalable AI solutions.
• Lead workshops to evangelize AI opportunities and drive alignment across teams.

AI Tool & Agent Development

• Configure, prototype, and deploy AI-driven capabilities such as:

• Auto-quoting agents that generate or validate quotes.

• Intelligent contract review powered by LLMs.
• Opportunity scoring models and predictive deal insights.
• AI chatbots for CPQ support, guided selling, and rep assistance.
• Recommendation agents for pricing, discounts, renewals, and upsells.

Prompt Engineering

• Build, refine, and govern prompt frameworks used across sales workflows, ensuring accuracy, compliance, and business alignment.
• Design role-based prompts for Sales Reps, Sales Ops, Legal, and Finance use cases.

Intelligent Pricing & Revenue Optimization

• Implement and maintain pricing recommendation engines using historical deal data, win/loss patterns, and customer segmentation.
• Collaborate with Finance and Sales on AI-led pricing strategy enhancements.

Data Management

• Support data quality initiatives, feature engineering for AI models, and the creation of structured datasets for analytics.
• Ensure Salesforce and CPQ data models support current and future AI applications.

Change Management & Adoption

• Document workflows, create training material, drive user adoption, and measure success of AI transformation.
• Lead demos and training sessions to promote new AI capabilities.

Performance Monitoring

• Track KPIs, usage analytics, and ROI for AI and automation initiatives.
• Continuously refine models, prompts, and processes based on feedback and performance metrics.

Innovation Leadership

• Stay current with emerging AI technologies, agentic workflows, Salesforce AI capabilities, and CPQ automation trends.
• Recommend new tools, optimization opportunities, and architectural enhancements.

About the Team

Our CPQ & Lead-to-Cash team focuses on transforming the sales experience through automation, AI innovation, and end-to-end process optimization.

We streamline quoting, pricing, contracting, and ordering by leveraging Salesforce, CPQ, CLM, and Order Management—enhanced with intelligent agents and GenAI-driven workflows.

Join us to be part of a team shaping the future of AI powered sales operations and driving business transformation at scale.