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Vastika Inc.

Salesforce Business Analyst

Vastika Inc., Boston

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Overview

Must have skills : CPQ, CPQ Billing, Salesforce Landscape, Salesforce Workflow

Responsibilities

  • Business Analysis & Requirements Gathering Partner with business stakeholders to elicit, document, and validate requirements for CPQ, RCA, and Billing projects.
  • Map business processes across Quote, Pricing, Contracting, Revenue Recognition, and Billing.
  • Facilitate workshops and discovery sessions to define use cases, workflows, and edge scenarios.
  • Solution Design & Documentation Translate business needs into functional specifications, user stories, acceptance criteria, and process flows.
  • Work closely with solution architects and technical teams to ensure business needs align with Salesforce capabilities.
  • Document system integrations between Salesforce Revenue Cloud and ERP/Finance platforms (SAP, Oracle, NetSuite, etc.).
  • Stakeholder Engagement & Communication Act as the primary liaison between business stakeholders and Salesforce delivery teams.
  • Ensure clear communication of requirements, scope, and solution impacts.
  • Conduct demos, CRP (Conference Room Pilots), and UAT sessions to validate functionality with business users.
  • Testing & Deployment Support Support test planning and execution by validating scenarios and reviewing test cases.
  • Participate in UAT, triage defects, and ensure acceptance criteria are met.
  • Assist in cutover planning, data validation, and hypercare support.

Required Skills & Experience

  • 10 years of IT/CRM business analysis experience, with 7 years on Salesforce projects.
  • Strong expertise in Salesforce Revenue Cloud modules, including: CPQ (product configuration, pricing, quoting, approval workflows) RCA (revenue recognition, contract amendments, reporting) Billing (subscription, usage-based billing, invoicing, dunning, credit notes)
  • Proven experience delivering end-to-end Quote-to-Cash projects. Skilled in writing user stories, BRDs, FRDs, process diagrams, and data mapping documents.
  • Familiarity with integration scenarios (Salesforce to ERP/Finance). Proficiency in Agile delivery methodologies (Scrum, Kanban) and backlog management tools (Jira, Azure DevOps, etc.). Salesforce certifications such as CPQ Specialist, Revenue Cloud Consultant, or Business Analyst preferred.

Desired Attributes

  • Strong consulting and facilitation skills, comfortable engaging with CXO-level stakeholders.
  • Analytical thinker who can anticipate challenges, gaps, and risks in business processes.
  • Excellent verbal and written communication skills. Ability to thrive in fast-paced, multi-project environments and manage competing priorities.

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