Senior Business Analyst - Salesforce CPQ to Revenue Cloud Advanced Migration
Role Overview
We are looking for a Senior Business Analyst with deep Salesforce CPQ expertise to lead discovery and requirements work for a migration from Salesforce CPQ to Salesforce Revenue Cloud Advanced (RCA). You will bridge business stakeholders and technical teams, ensuring the migration preserves existing business logic while unlocking RCA's native capabilities.
Key Responsibilities
- Lead end-to-end discovery sessions with sales ops, finance, and IT stakeholders to document current-state CPQ configuration, workflows, and customizations
- Produce detailed as-is process maps covering product catalog, pricing rules, discount schedules, quote templates, approval workflows, and contract lifecycle
- Identify gaps between CPQ functionality and RCA's data model (Products, Attributes, Price Books, Transaction Line Items) and document migration impact
- Define to-be business processes aligned to RCA's native features — including Product Catalog, Energetic Revenue Orchestration,
and Subscription Management
- Translate business requirements into functional specifications, user stories, and acceptance criteria for the implementation team
- Collaborate with architects to assess custom Apex, triggers, and integrations in the current CPQ org and recommend migration or re-build strategies
- Facilitate UAT planning, write test scripts, and coordinate sign-off with business owners
- Maintain a traceability matrix linking CPQ configurations to RCA equivalents throughout the project lifecycle
- Manage stakeholder expectations around feature parity, timeline, and data migration scope
Required Skills Experience
- 5+ years as a Business Analyst on Salesforce platform projects
- 3+ years hands-on experience with Salesforce CPQ (product rules, pricing rules, quote templates, approval chains, amendments, renewals)
- Working knowledge of Salesforce Revenue Cloud Advanced (formerly Industries CPQ / Vlocity)
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