Salesforce Business Analyst

Forsys

Hyderabad

On-site

INR 1,500,000 - 2,100,000

Full time

5 days ago
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Job summary

Forsys seeks a skilled Business Analyst to bridge client process owners and the build team for Conga CPQ/CLM on Salesforce. You will map current and future processes, convert them into user stories, configuration specs and test scenarios for developers and admins.

The role is hands-on: configure Conga, not just document. You will partner with the Solution Architect to validate designs and ensure traceability and change impact are visible throughout the project lifecycle.

Qualifications

  • 5-9 years of business analysis or functional consulting experience.
  • 3+ years on the Salesforce platform and 2+ years on Conga.
  • Hands-on Conga configuration ability to build product, pricing, constraint, approval, template and clause configurations.
  • At least one end-to-end Conga CPQ/CLM implementation delivered as BA or Functional Consultant.
  • Proven ability to run workshops with stakeholders and produce testable requirements.

Responsibilities

  • Facilitate requirement and process workshops with client stakeholders.
  • Document current-state and future-state processes in Visio or Lucidchart.
  • Write clear, implementable user stories with acceptance criteria and maintain the product backlog.
  • Produce fit-gap analyses against Conga CPQ/CLM and advise design options.
  • Define and configure Conga CPQ product catalogs, price lists and rules.
  • Define and configure Conga CLM agreement types, templates and clauses.
  • Support data migration by mapping products, prices and contracts.
  • Author test scenarios, execute tests and lead UAT with business users.
  • Prepare training material and provide go-live support.
  • Manage changes with impact assessment on scope and timeline.

Skills

Conga CPQ
Conga CLM
Sales Cloud
Requirements gathering
User stories
Workshop facilitation
Testing/UAT
Jira/Azure DevOps
Data mapping

Education

Bachelor's degree in Engineering/CS/Business

Tools

Visio
Lucidchart
Jira
Azure DevOps

Job description

Hello,

As a Business Analyst within our Business Architecture team, you will sit between client process owners and the build team on Conga Quote-to-Cash programs delivered on Salesforce. You will facilitate discovery, map current and future-state processes, and convert them into user stories, configuration definitions and test scenarios that developers and admins can act on without guesswork. You will partner closely with the Solution Architect to pressure-test design decisions and keep scope, traceability and change impact visible. This role is hands-on: you are expected to configure in Conga, not just document what others will build.

Key Responsibilities
  • Facilitate requirement and process workshops with client stakeholders covering quoting, pricing, discounting, approvals, agreements, orders, amendments and renewals; document current-state and future-state process flows in Visio or Lucidchart.
  • Write clear, implementable user stories with acceptance criteria, maintain the product backlog and keep a requirements traceability matrix current from discovery through sign-off.
  • Produce fit-gap analyses against out-of-the-box Conga CPQ and CLM capability, and support the Solution Architect with options, trade-offs and recommendations for design decisions.
  • Define and configure Conga CPQ product catalogue structures, bundles and options, price lists, price rules and matrices, constraint rules and approval processes.
  • Define and configure Conga CLM agreement types, templates, clause libraries, document generation and approval routing, including amendment and renewal handling.
  • Support data migration workstreams by defining mapping rules and validation criteria for products, price lists, agreements, assets and historical contract data.
  • Author test scenarios and scripts, execute system and regression testing, and drive User Acceptance Testing with business users through to formal sign-off.
  • Prepare training material, user guides and process documentation, and provide functional support through go-live and hypercare.
  • Manage requirement changes through a controlled process, assessing and flagging impact to scope, timeline and downstream integrations early.
What You'll Bring Required
  • 5-9 years of business analysis or functional consulting experience, including 3+ years on the Salesforce platform and 2+ years on Conga.
  • At least one full end-to-end Conga CPQ and/or Conga CLM implementation delivered as a Business Analyst or Functional Consultant.
  • Hands-on Conga configuration ability - able to build and demonstrate product, pricing, constraint, approval, template and clause configurations, not documentation only.
  • Strong working knowledge of Salesforce Sales Cloud data model (Accounts, Opportunities, Products, Price Books, Quotes) and the end-to-end Quote-to-Cash lifecycle.
  • Proven user story writing with testable acceptance criteria, and process mapping using Visio, Lucidchart or equivalent.
  • Confident stakeholder communication - able to run workshops with business users, challenge assumptions politely and drive decisions to closure.
  • Experience owning the testing cycle: scenario design, system testing and UAT facilitation.
What You'll Bring - Preferred
  • Experience across both Conga CPQ and Conga CLM, plus exposure to Conga Pricing (formerly PROS).
  • Conga certifications and/or Salesforce Administrator certification.
  • Exposure to ERP or billing integrations such as SAP, Oracle or NetSuite, and the order/invoice handoff they require.
  • Agile or Scrum delivery experience with Jira or Azure DevOps.
  • Practical use of AI tools to accelerate requirement drafting, test case generation and documentation.
Eligibility / Qualification

5-9 years of total experience in business analysis or functional consulting, with a minimum of 3 years on Salesforce and 2 years on Conga CPQ and/or Conga CLM. Bachelor's degree in Engineering, Computer Science, Business or a related discipline. At least one completed end-to-end Conga implementation is mandatory. Conga and Salesforce Administrator certifications are an advantage.

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