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Job Category

Finance

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Role Description:

We are seeking a highly motivated Senior Technical Business Analyst to take ownership of our Approval Rules configuration system within the Salesforce platform. This role is pivotal in ensuring the integrity, efficiency, and compliance of our Configure-Price-Quote (CPQ) approval processes by bridging business needs with technical solutions.
The ideal candidate will excel at gathering and translating business requirements into functional and system specifications, managing stakeholder relationships, and driving enhancements through structured SDLC and DevOps practices. This position offers a unique opportunity to lead both business analysis and system configuration efforts while playing a key role in data governance, SOX compliance, and operational process improvements.

Responsibilities:

Serve as the primary owner and subject matter expert for the CPQ Approval Rules configuration system on the Salesforce platform.

Manage the intake, prioritization, and delivery of change requests related to the Approval Rules process.

Facilitate stakeholder engagement sessions to gather business needs, clarify objectives, and align on process outcomes.

Analyze existing business processes and approval workflows, identifying opportunities for improvement and optimization.

Translate business requirements into detailed functional and system requirements for implementation within the Salesforce platform.

Lead the design, configuration, testing, and deployment of Approval Rules changes and enhancements in compliance with SDLC processes.

Collaborate closely with IT teams to define, prioritize, and deliver system features, enhancements, and defect resolutions.

Ensure adherence to data governance standards and manage approval process data quality and integrity.

Serve as SOX control owner for approval process-related controls, performing regular control execution and documentation.

Support and participate in DevOps activities such as environment management, deployment coordination, and data management tasks.

Contribute to occasional software development or scripting activities to support complex solutioning and integration needs.

Maintain comprehensive documentation of system configurations, processes, and approval workflows.

Minimum Qualifications:

Bachelor’s degree or equivalent experience in a pertinent field.

5+ years of experience in business analysis, system configuration, or related technical business roles.

Demonstrated experience managing business process analysis and requirements gathering initiatives.

Strong working knowledge of the Salesforce platform (Sales Cloud, Service Cloud, CPQ, etc.).

Proven ability to translate business requirements into functional/system specifications.

Experience working within a Software Development Life Cycle (SDLC) framework.

Experience working in compliance-regulated environments utilizing data governance frameworks.

Excellent organizational, communication, and stakeholder management skills.

Strong problem-solving skills with the ability to navigate complex process and technical scenarios.

Preferred Qualifications:

Salesforce Administrator or Developer certification.

Experience owning and executing compliance controls or other governance-related processes (SOX, HIPAA, PCI DSS, or similar).

Experience with Configure-Price-Quote, Quote-to-Cash, and/or Sales Operations.

Hands-on experience with DevOps tools and processes for Salesforce or similar systems.

Experience in software development, scripting, or system integration projects.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.