Salesforce Business Analyst for CLM

Product Owner for Quote & CLM

The Salesforce Business Analyst for Contract Lifecycle Management (Conga CLM) plays a crucial role in bridging the gap between business needs and technical solutions. This position is centered around fostering collaboration among stakeholders to ensure that requirements are clear and continuously refined, ultimately driving innovative Salesforce solutions that enhance business processes and enable seamless digital transformation. By maximizing operational efficiency, the Business Analyst contributes significantly to the overall success of the organization. In this role, the Business Analyst will engage and collaborate with various stakeholders, including business process owners, champions, product owners, solution architects, and development teams. They will elicit, document, and refine business requirements while leveraging their deep Salesforce expertise to create clear and testable user stories. The Business Analyst will propose optimal configurations and maintain an iterative approach to validate functionality, ensuring transparency through detailed documentation and supporting testing and training for successful solution implementation. The primary goal of the Salesforce Business Analyst for Contract Lifecycle Management is to ensure the successful implementation of business-driven solutions. This involves defining precise requirements, fostering collaboration, and maintaining system stability through comprehensive documentation, testing, and training efforts. By facilitating seamless communication and maintaining an accurate backlog, the Business Analyst will provide essential training materials to maximize user adoption and contribute to the overall success of Salesforce initiatives within the organization. The main responsibilities include: *Collaborate with Business Process Owners, Product Owners, and Champions to gather, triage document, and refine business requirements. *Translate business needs into clear and structured user stories with well-defined acceptance criteria, continuously revisiting and refining them as new information emerges. And work iteratively with stakeholders to maintain an accurate backlog. *Continuously update and refine requirements as new insights emerge, ensuring backlog accuracy. *Feasibility Assessment: Work with Solution Architects to validate the feasibility of requested functionalities and provide high-level effort estimates. *Develop in-depth knowledge of relevant Salesforce modules and propose optimal configurations to meet business needs. *Prepare and maintain UAT test scripts to validate new functionalities and incorporate regression testing points, ensuring system stability and continuity. *Create training materials that reflect the business and technical context of delivered capabilities, while staying updated on the latest Salesforce features and best practices in coordination with Comms, Change & Training team.

• Bachelor's degree in business administration, information technology, computer science, engineering or similar with minimum 5 year of experience of relevant working experience, from that at least 3 years of experience as Business Analyst in Conga Contract Lifecycle Management.
• Certification like Salesforce Administrator, Salesforce Contract Lifecycle Management (Conga) Admin is preferred. And Salesforce Business Analyst or CBAP certification or equivalent is a plus.
• Strong ability to break down complex business requirements into structured user stories and proactively address challenges while iterating on solutions.
• Ensure accuracy in documentation, backlog management, and test case preparation, following a methodical approach to requirement gathering and UAT preparation.
• Engage with diverse stakeholders to align expectations and clarify needs, fostering a customer-centric mindset to deliver business value.
• Experience with Salesforce solutions, including configuration, process automation, and User Acceptance Testing (UAT) preparation, along with a solid understanding of data flows and business rules.
• Demonstrate flexibility to adjust to changing priorities, embrace feedback, and stay updated on the latest Salesforce capabilities while maintaining ownership and accountability for deliverables.

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