Salesforce CPQ Business Analyst
McGrath RentCorp
The specific pay rate and level will depend on the successful candidate’s qualifications, prior experience and location"A Day in the Life"We are seeking a Salesforce CPQ Subject Matter Expert to own and continuously improve our Salesforce CPQ ecosystem and quote-to-cash processes across the organization. In this role, you will serve as the primary expert for Salesforce CPQ, partnering with Sales, Pricing, Finance, Operations, and Information Technology to develop scalable solutions that improve quoting efficiency, pricing accuracy, automation, and the overall customer experience.In a typical day, you'll collaborate with stakeholders to understand business challenges, evaluate existing workflows, and lead the design and implementation of Salesforce CPQ solutions. You'll leverage your expertise in product configuration, pricing rules, discount structures, approvals, quote generation, workflow automation, and system integrations to optimize business processes and support company growth.You'll act as a trusted advisor to business leaders, translating business needs into practical solutions while ensuring Salesforce CPQ capabilities are fully utilized. You'll lead solution discussions, document requirements, support testing efforts, guide user adoption, and drive continuous improvement initiatives across the platform.You will also play a key role in maintaining seamless integration between Salesforce CPQ, Oracle Fusion, and other enterprise applications to support accurate data flow throughout the customer lifecycle. Success in this role means delivering measurable improvements in efficiency, user experience, data quality, and business outcomes while helping shape the future direction of our Salesforce CPQ environment through automation, innovation, and artificial intelligence-enabled capabilities.“What You’ll Do”Core Business Analysis CompetenciesAnalyze and clarify business problems, goals, and constraints.Translate business needs into actionable requirements.Conduct workshops, interviews, and process walkthroughs to elicit requirements.Resolve conflicting needs and prioritize requirements.Document requirements (BRDs, user stories, acceptance criteria, process maps).Convert business requirements into technical specifications (FSDs).Ensure documentation is clear and accessible to both business and IT teams.Map current (as-is) and future (to-be) processes.Identify pain points and recommend process improvements within system constraints.Technical & Functional SkillsUnderstand how business processes are supported by systems.Suggest configuration changes or enhancements.Analyze business data requirements and define data flows between systems.Assess upstream/downstream impacts of changes.Document test cases and scenarios; support UAT planning and execution.Validate solutions against business requirements.Proficient in tools such as Jira (or similar), Excel, Visio (or similar), and general business productivity software.Change, Training & Support CompetenciesCommunicate the business impact of system or process changes.Support user adoption by explaining changes and their rationale.Prepare user guides and training materials; assist in training delivery.Triage user issues and escalate to support teams as needed.Provide business context for audits, governance, and change approvals.Stakeholder & Interpersonal SkillsManage relationships with business owners, PMs, and end-users.Balance competing priorities and negotiate scope or trade-offs.Communicate clearly in both verbal and written forms.Translate technical concepts into business language.Collaborate with PMs, application administrators, developers, and support teams.Work effectively across functions and organizational levels.Performs other related duties as assigned.“Must Haves”4–5 years of hands-on experience with Salesforce CPQ , which includes solution design, implementation, configuration, and support.Experience leveraging AI tools and capabilities within platforms like Salesforce or Oracle to drive automation and improve business outcomes.Experience in business analysis, requirements gathering, and process modeling.Familiarity with business systems, data flows, and testing methodologies.Strong communication, stakeholder management, and collaboration skills.Proficiency in relevant tools (Jira, Excel, Visio, etc.).Ensure careful, accurate documentation and testing.Organize information logically and manage work across project phases.Focus on delivering business value and prioritize high-impact features and changes."Nice to Haves"Salesforce CPQ certificationExperience with pricing engines such as ZilliantExperience with Oracle FusionExperience with tax engines such as Avalara or Vertex“Perks”It’s a great place to work where you are given the space to share ideas and opinions and the bottom-line is “YOU” matter! We value our employees' Quality of Life, and when it comes to mental health, recovery, and self-care, there is no one-size-fits-all approach that is why we provide resources where employees can find information on several wellness topics like nutrition, exercise, emotional health, and more! We all need to rest and recharge, that’s why in addition to vacation and sick time we also offer 10 days + 2 half days company-paid holidays! We offer a variety of benefits that offer you flexibility and choice, a simple selection experience, and the ability to take control over your benefit spending.401(k) Retirement Plan with Company Match.Life is unpredictable, having Company Paid Life Insurance and knowing that your loved ones will be protected financially in the event of an unexpected death can give you peace of mind.We also offer DailyPay, HSA, FSA, EAP and Pet Insurance! Flexibility & Evolving ResponsibilitiesThis job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs—sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Equal Employment Opportunity & Hiring RequirementsPre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. We are interested in every qualified candidate who is legally authorized to work in the United States on a permanent basis. At this time, we do not sponsor employment visas or provide immigration sponsorship now or in the future. Our company uses E-Verify to confirm employment eligibility. AI Use in Our Interview ProcessYou are welcome to use AI tools to prepare in advance for our interview process. During interviews, however, candidates should respond based on their own knowledge, experience, and perspective without real-time assistance from AI or another person. This helps us have an authentic conversation and evaluate candidates consistently. If you need a reasonable accommodation to participate in the interview process, please let us know. #MGRC#LI-Hybrid
- ...experience and location. This is a Hybrid role out of Livermore, CA. A Day in the Life As a Business Analyst , you’ll bridge business needs with technology, primarily across Salesforce CPQ and Oracle Fusion. You’ll partner with Sales, Finance, Operations, and IT to translate...SalesforcePermanent employmentFree visa
- ...continuously improve our Oracle Fusion ecosystem and financial business processes across the organization. In this role, you will... ...a key role in supporting integrations between Oracle Fusion, Salesforce CPQ, and other enterprise applications to ensure seamless data flow...SalesforcePermanent employmentFree visa
$85k - $120k
...impact? ABM Technical Solutions is seeking a dynamic and driven Business Development Manager to join our team. If you have a knack for... ..., and financially.Proficiency in Microsoft Office Suite and Salesforce.com (or similar CRM).Key Responsibilities:Identify New Opportunities...SalesforceWork at officeLocal area- ...locations. HOWYOUMAKE AN IMPACT We are seeking a results-driven Business Development Manager with strong technical expertise in... ...Familiarity with CRM tools and sales pipeline management (e.g., Salesforce).PERKS OF JOINING OUR TEAMWith positive values, a productive atmosphere...SalesforceFull timeWork at officeLocal areaWorldwideFlexible hours
$137.5k - $167.5k
...leadership recognition from analysts like Gartner and Forrester, and... ...8.SummaryWe’re looking for a Salesforce Platform Manager to lead our... ...ownership of the platform as a core business system.This role is not about... ...workflows)- Salesforce CPQ (high-volume SaaS + complex...SalesforceFull timeTemporary workFixed term contractLocal area$60k - $90k
...relationships, one project at a time! We have a current opening for a Business Development Coordinator in our Pleasanton, CA offices.... ...Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce, HubSpot). Highly organized with strong attention to detail and...SalesforceTemporary workFor contractorsSecond jobWork at officeLocal areaWork visaAfternoon shift- ...IntroductionWe are seeking a highly experienced Salesforce Lead with deep expertise in Sales Cloud, lead-to-cash processes, and Salesforce CPQ or a similar quoting/pricing tool to lead... ..., and ensuring these align with SaaS business models, including subscriptions, renewals...SalesforceWork experience placement
- ...for assigned clients and a strategic partner aligned to their business objectives. Key Responsibilities Serve as the primary relationship... ..., pipeline updates, and forecasts within CRM tools (e.g., Salesforce). Advocate internally for client needs while ensuring expectations...SalesforceBase plus commissionContract work
- ...and architectural frameworksAt least 3 years of experience in Salesforce development and implementations Skills with good command on Apex... ..., Apex Triggers, Controllers, JQueries to implement complex business requirementsFluent with SOSL and SOQL , WorkflowsHands on experience...SalesforcePermanent employmentFull timeH1bFlexible hours
$65k - $80k
...environment, you'll implement sales strategies, identify new business opportunities, and provide excellent support to help customers... ...customer relationships • Proficiency in CRM systems (preferably Salesforce) and Microsoft Office Suite • Strong territory management...SalesforceTemporary workWork at office$102k
...Requisition ID # 173532 Job Category: Business Operations / Strategy Job Level: Individual Contributor Business Unit: Energy Delivery Work Type: Hybrid Job Location: Dublin; Alameda; Alta; American Canyon; Angels Camp; Antioch; Auberry; Auburn; Avenal;...Work at officeRemote work- ...critical pricing and inventory workflows across CPQ, reporting, and OMS processes, with deep... ...forecasting, pricing strategy, and business case development Hands‑on experience with... ...preferred) and related platforms (e.g., Salesforce, Google Ad Manager, DSPs) Exceptional...SalesforceWeekly payWork at office
- ...solar or related construction Familiarity with CRM tools (e.g., Salesforce, Zoho, HubSpot) Exposure to project management tools and agile... ...compensation package Reimbursement for all manager-approved business travel Opportunity to work in a growing, dynamic company with...SalesforceFull timeFor contractors
- ...support revenue and gross margin growth objective.Maintain existing business with established account base while focusing sales efforts on... ...annual business planning cycles.Maintain the CRM database (Salesforce experience preferred) with discipline and commitment.Update...SalesforceFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours
$71k - $114k
...identify gaps and inconsistencies across CPQ, Billing, ERP, and Payment systems.Drive... ...revenue recognition.Hands-on experience using Salesforce as a core operating platform, along with... ...:Bachelor of Science degree, Bachelor of Business Administration degree, or equivalent...SalesforcePermanent employmentFull timeContract workRelocation- ...Experience on Sullair products a plus. Familiar with SAP ERP & Salesforce CRM a plus. The successful candidate is responsible for... ...intended to be flexible and will continue to evolve over time with business needs and demands and may be updated periodically and at the Company...SalesforceFlexible hours
$80k - $100k
...action? We're looking for an Accounting Analyst to partner closely with executive leadership... ...and industry data into actionable business insights Deliver and own weekly, monthly... ...Experience with CRM and ERP platforms such as Salesforce, Sage, NetSuite, or similar tools Proven...SalesforceLocal area- ...Professional Qualifications: Minimum of 2 years of online sales, business development experience. Experience managing a team in a fast-... ...with Google Workspace and CRM tools. Experience with Salesforce and Outreach is a plus. Seniority level Mid-Senior level Employment...SalesforceFull timeContract work
- ...Senior Business Analyst Location: Pleasanton, California (REMOTE) The Business analyst would be responsible for generating insights from the available data and present it to senior leadership on customer side. Should be able to coordinate with the rest of the...Remote work
- ...Business Analyst (Medical Device Requirement Writing/Management) Pay Rate: $50/hr on W2 and 55 on C2C or 1099 Location: Atlanta, GA/Burlington, VT/Pleasanton, CA (this is a hybrid role, candidate should be ok to travel to any of the location, 5-10 times in a month...
- ...Job Title Qualifications Bachelor's degree in Business Administration, Finance, or a related field. Minimum of 6 years of experience as a Business Analyst or in a similar role. Excellent analytical and problem-solving skills. Strong communication and interpersonal...Work at office
- ...Business Analyst Location: Pleasanton, CA Duration: Long Term Contract Gather, analyze, and document business and system requirements. Functional specifications, user stories, workflow diagrams, and process maps. Work closely with stakeholders in healthcare...Long term contract
- ...Business Analyst Legal Duration: Contract Location: PLEASANTON, CA JD: Experience in Legal Operations: Understanding of legal processes, terminology, and workflows within a corporate legal department. Familiarity with Legal Tech Tools: Knowledge of case...Contract work
- ...analytically minded CRM & Data Operations Analyst to support the ongoing evolution of our... ...role is ideal for someone with some Salesforce experience who wants to broaden their skills... ..., AI-assisted workflows, reporting, and business process improvement. Working closely...Salesforce
- ...Job Title Responsibilities: Gathering requirements from business stakeholders and preparing specifications for use by IT development teams. Prior experience in the Retail sector would be preferably. Interfacing with project development team members to communicate /...
- Requirement: 15+ years of experience in a Business Analyst or delivery management role , preferably on Jira or Atlassian platforms. Strong process mapping and requirements documentation skills. Experience facilitating stakeholder workshops across cross-functional teams...
- ...costs, and variable compensation) and a key partner to FP&A and business leaders. Reporting to the Senior Accounting Manager, the ideal... ...reporting quality. Experience with sales CRM tools such as Salesforce and incentive compensation management tools such as Xactly is...Salesforce
- ...materials, components, systems, and manufacturing solutions. Please visit for a list of office locations. HOW YOU MAKE AN IMPACT The Business Development Manager (BDM) in Ferrotec’s Thermal Systems BU is responsible for driving revenue growth and achieving sales targets...Full timeTemporary workWork at officeLocal areaWorldwideFlexible hours
- ...at ADP, watch here: What you'll do: ResponsibilitiesGrow Our Business While Growing Your Team's. You will work with your team within... ...'ll also need to ensure that all Sales Associates utilize the Salesforce Automation System and implement an audit procedure to ensure compliance...SalesforceShift work
$145k - $217.4k
...costs, and variable compensation) and a key partner to FP&A and business leaders. Reporting to the Senior Accounting Manager, the ideal... ...and reporting quality.Experience with sales CRM tools such as Salesforce and incentive compensation management tools such as Xactly is...SalesforceFull timeWork at officeRemote workHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Salesforce CPQ Business Analyst. Be the first to apply!
- software asset management analyst Livermore, CA
- business analyst part time remote Livermore, CA
- remote senior business analyst Livermore, CA
- senior business analyst contract Livermore, CA
- salesforce Livermore, CA
- bachelors business Livermore, CA
- business operations intern Livermore, CA
- business to business sales Livermore, CA
- entry level international business Livermore, CA
- administrative & business operations Livermore, CA


