Salesforce Business Systems Analyst (CPQ)

Closeloop Technologies; India; On-site; INR 1,500,000 - 2,300,000; Full time

Benefits offered by this job

Salesforce CPQ Certification Preferred

Daily overlap with US ET

Job summary

Closeloop Technologies in India is seeking a Salesforce Business Analyst with 4+ years of experience to drive requirements discovery, backlog refinement, and documentation for Salesforce CPQ initiatives.

You will translate business needs into well-structured user stories and acceptance criteria, collaborating with Product Owners, developers, and QA to ensure clear traceability from requirements to testing within an Agile delivery framework.

Qualifications

• 4+ years of experience as Salesforce BA or Business Systems Analyst.
• Strong expertise in Salesforce CRM business processes.
• Hands-on knowledge of Salesforce CPQ (Steelbrick) / Quote-to-Cash processes.
• Experience with Jira and Agile/Scrum methodologies.

Responsibilities

• Drive requirements discovery, analysis, backlog refinement, business process analysis, and functional documentation for Salesforce initiatives.
• Create high-quality user stories, acceptance criteria, business process flows, functional requirements, and supporting documentation.
• Support requirements for Salesforce CPQ configuration, product modeling, pricing rules, quoting, renewals, and related processes.
• Partner with Product Owners and stakeholders on backlog refinement, requirement prioritization, and sprint readiness.
• Collaborate with Developers and QA to clarify requirements and support validation and defect triage.
• Support UAT planning and validation including scenario definition and defect confirmation.
• Maintain Jira stories and traceability between requirements, implementation, and testing.
• Identify risks, dependencies, gaps, and delays and communicate promptly.
• Participate in Agile ceremonies such as backlog refinement, sprint planning, and stand-ups.

Skills

Salesforce Sales Cloud

Salesforce Service Cloud

CRM processes

User stories

Acceptance criteria

Jira

Agile/Scrum

Stakeholder facilitation

Communication

Overlap with US ET

Tools

Jira

Job description

Drive requirements discovery, analysis, backlog refinement, business process analysis, and functional documentation for Salesforce initiatives, with a strong focus on Salesforce CPQ (Steelbrick) and Quote-to-Cash processes. Work closely with stakeholders, Product Owners, Developers, and QA teams to translate business needs into clear, unambiguous, and testable requirements that support efficient Agile delivery and minimize repeated clarification.

Key Responsibilities

• Gather, analyze, clarify, and document business requirements through stakeholder discussions, workshops, discovery sessions, and process reviews.
• Create high-quality user stories, acceptance criteria, business process flows, functional requirements, and supporting documentation that are clear and testable.
• Support requirements for Salesforce CPQ (Steelbrick), including product configuration, product modeling, pricing and pricing rules, quoting, renewals, Quote-to-Cash / quote-to-order workflows, and related business processes.
• Partner with Product Owners and stakeholders on backlog refinement, requirement prioritization, sprint readiness, and change-impact analysis.
• Work closely with Developers and QA Engineers to clarify requirements, resolve functional questions, and support implementation, validation, and defect triage.
• Support User Acceptance Testing (UAT) planning and validation, including scenario definition, acceptance criteria review, stakeholder coordination, and defect confirmation.
• Maintain Jira stories, process documentation, decision logs, enhancement intake, and traceability between requirements, implementation, and testing.
• Identify and communicate risks, dependencies, assumptions, gaps, and anticipated delays promptly.
• Participate actively in Agile/Scrum ceremonies, including backlog refinement, sprint planning, daily stand-ups, sprint reviews, and retrospectives.

Required Skills & Experience

• 4+ years of experience as a Salesforce Business Analyst or Business Systems Analyst.
• Strong expertise in Salesforce Sales Cloud, Service Cloud, and standard CRM business processes.
• Strong written communication skills with demonstrated ability to write precise user stories, acceptance criteria, process documentation, functional specifications, and business workflows.
• Strong understanding of Salesforce CRM business processes and hands‑on functional knowledge of Salesforce CPQ (Steelbrick) / Quote-to-Cash processes.
• Hands‑on experience with Salesforce CPQ configuration, product modeling, pricing rules, quoting, renewals, and related quote-to-order processes.
• Experience with Jira, backlog management, requirements traceability, Agile/Scrum methodologies, and stakeholder facilitation.
• Ability to translate business needs into functional solutions and collaborate effectively with Product Owners, technical teams, and QA teams.
• Strong analytical, problem‑solving, documentation, facilitation, and communication skills.
• Ability to maintain a minimum 4-hour daily overlap with U.S. Eastern Time business hours for real-time collaboration and Agile ceremonies.

Certifications

• Salesforce Certified Business Analyst - Preferred
• Maintain the required daily overlap with U.S. Eastern Time business hours and be available for stand‑ups, sprint ceremonies, and real‑time collaboration during the overlap window.
• Work within Agile/Scrum methodology and actively participate in ceremonies appropriate to the role.
• Maintain clear documentation for work performed and promptly communicate material issues, risks, dependencies, assumptions, gaps, and anticipated delays.
• Follow applicable security, access‑control, confidentiality, privacy, and acceptable‑use requirements.
• Adapt to changing priorities and assignments within the scope of the role while maintaining clear requirements and delivery support.