Digital Solution Cnslt. Sr. Consultant

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, Dynamic 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) or demonstrated ability to ramp quickly on RCA's object model

Strong understanding of Quote-to-Cash (QTC) and Order-to-Revenue (OTR) processes

Experience documenting complex business rules in decision tables, process flows (BPMN or similar), and functional specs

Proficiency with tools like Confluence, JIRA, Lucidchart, or equivalent

Ability to read and interpret Salesforce configuration (flows, validation rules, field mappings) without writing code

Nice to Have

Salesforce CPQ Specialist certification

Salesforce Revenue Cloud or Industries CPQ certification

Experience with data migration projects (CPQ quote/contract data to RCA)

Familiarity with Salesforce DX and metadata-driven deployments

Prior involvement in a CPQ-to-RCA or CPQ-to-Vlocity migration

Soft Skills

Strong facilitation skills — comfortable running workshops with mixed technical and non-technical audiences

Able to push back constructively when requirements conflict with platform constraints

Detail-oriented with a track record of keeping documentation current through project changes