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Business Systems Analyst, Quoting

Location: Santa Clara, CA
Posted On: 11/30/2023
Requirement Code: 66287
Requirement Detail

Palo Alto Networks is seeking a Sales Operations Business Systems Analyst - Quoting to join our Sales Operations team.

The role will report to the Manager, Business Systems - Quoting, and will be based in Santa Clara, CA or remote in the US.


The Sales Operations Business Systems Analyst - Quoting will be responsible for gathering requirements, designing, testing, and implementing Quote-to-Cash applications at scale and will be a crucial contributor to a large-scale quote to cash project. The individual will interface with the business to ensure timely and effective delivery of solutions to meet the business requirements and also provide day-to-day Admin support.

This is a highly visible techno-functional project supporting our CPQ process for all transaction types.

The individual will be responsible for identifying and implementing process improvements in the Quote-to-Cash domain.

Previous hands-on experience in Salesforce CPQ and Lightning will be key to success in this role.



??? Work closely with the Sales and Renewals teams to identify, recommend, implement, and support the sales and quoting process.

??? Work closely with internal stakeholders to scope the requirements, develop, design, and implement solutions for Sales & SalesOps, Channels, Finance, OrderOps, and the Customer Success team

??? Responsible for building and demonstrating CPQ prototypes in Salesforce.

??? Act as a single point of contact for the business regarding all Salesforce CPQ related processes.

??? Responsible for Architecture and implementing Product Configuration, Product Attribute-Based Dynamic Pricing, and advanced approval configurations using CPQ Price Rules, Product Rules, Option Constraints, Configuration Attributes, Summary Variables.

??? Working with product managers contributing to future enhancements which involves building complex bundle structures with Dynamic Pricing which will help in Customer satisfaction.

??? Will be responsible for CPQ architecture for optimized performance from Quote creation to the Order fulfillment process.

??? Assist the team with regression, UAT, and system integration testing for existing and new CPQ process (Steelbrick)

??? Facilitate and actively participate in all phases of the business process enablement life cycle of Salesforce CPQ platform.



??? Knowledge of quote-to-cash processes

??? Understanding of Salesforce and CPQ capabilities and limitations

??? Knowledge of product rules, price rules and approval rules.

??? Experience with contract and subscription management

??? Experience with regression, UAT, and system integration testing

??? Experience with process documentation and enablement

??? Tools: JIRA, ServiceNow, Salesforce, Logik



Bachelor's Degree


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