Salesforce与CPQ分析师（兼职）
Salesforce & CPQ Analyst (Part-Time)
此职位属于SirsiDynix，Harris公司。是美国或加拿大地区的兼职远程岗位。
Salesforce & CPQ 分析师（兼职）负责支持 Salesforce 平台及 Salesforce CPQ 环境的管理、优化和持续改进。该职位关注系统健康状况，提升销售流程，并确保产品、定价和报价功能的准确配置。
分析师会与销售、产品和运营团队合作，支持定价策略，提升系统可用性，确保数据完整性，同时帮助现代化并文档化遗留配置。
主要职责
1. Salesforce 管理与优化
- 支持日常 Salesforce 管理，包括：· 对象、字段、报表、仪表盘和权限（Lightning Experience）
- 审查 Salesforce 季度更新并领导针对性的现代化工作（例如，从 Workflow 到 Flow 的迁移）
- 协助推动 Salesforce Lightning Experience 和新平台功能的使用
2. Salesforce 组织健康与治理
- 支持 Salesforce 组织健康计划，包括：
- 清理未使用的字段、对象、报表和仪表盘
- 定期审查访问控制和用户权限
- 监控数据存储、备份和沙盒环境
- 帮助确保系统性能、可扩展性和数据完整性
3. Salesforce CPQ 管理
- 提供 Salesforce CPQ 的管理支持，包括：
- 产品目录和配置
- 价格簿和定价结构
- 组合包和配置规则
- 定价规则和自动化
- 报价模板和文档生成
- 与销售和产品经理合作，确保定价和包装的准确性
4. 定价与 CPQ 改进
- 协助：
- 定价更新和维护
- CPQ 改进和功能提升
- 定价变更的测试和验证
- 解决 CPQ 相关问题并支持解决过程
5. 系统改进与迁移
· 支持 Salesforce 系统变更和未来平台迁移，包括：
· 规划和协调
- 测试和验证
- 数据完整性检查
- 更新和变更的文档记录
6. 文档与知识管理
- 帮助保存和记录与 Salesforce 和 CPQ 配置相关的机构知识，包括：
- 遗留设置和流程
- 复杂的产品和定价结构
查看英文原文
This posting is for SirsiDynix, Harris company. It is a part-time fully remote position in the US or Canada.
The Salesforce & CPQ Analyst (Part-Time) is responsible for supporting the administration, optimization, and ongoing enhancement of the Salesforce platform and Salesforce CPQ environment. This role focuses on maintaining system health, improving sales processes, and ensuring accurate configuration of products, pricing, and quoting capabilities.
The analyst collaborates with Sales, Product, and Operations teams to support pricing strategies, improve system usability, and ensure data integrity—while also helping modernize and document legacy configurations.
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