Salesforce Lead CPQ BA – Quote to Cash & Revenue Cloud

We’re excited to share a new opportunity for a Salesforce CPQ Lead Business Analyst with strong CPQ and Quote‑to‑Cash experience. This full-time role offers excellent benefits, and candidates may be located anywhere in the U.S., ideally near a Perficient office. Travel requirements may be up to 25% annually.

Kelley Austin (newly acquired by Perficient) takes a different approach to Salesforce Consulting by putting our employees first. That’s not hyperbole, either. Our team takes a proactive approach to employee satisfaction by having every single person fill out a “happiness list,” which comprises the top ten things each employee finds happiness in outside of work. We review those happiness lists regularly to ensure everyone is checking most of the boxes and adjust their project load, responsibilities, or schedule accordingly if not.

Perficient is the global AI-First consultancy. Our team of strategists, designers, technologists, and engineers partner with the world’s most innovative enterprises and admired brands to deliver real business results through the transformative power of AI.

As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients.

• Build trusted client relationships through proactive account management and effective project delivery.

• Writing user stories as an output to discovery sessions. At times, leading discovery sessions.

• Establishes knowledge of client business challenges and priorities to translate into opportunities.
• Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
• Helps deliver presentations to clients and management teams.
• Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.

• Leading training sessions and walking through the front-end steps an end user would take as well as walking technical users through the back-end.

• Understanding how to move data between environments using standard data loading tools.

• Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
• Works with customers to establish approved wireframes and mock-ups for solutions.
• Assists project team to establish high, mid, and micro level plans for project team.
• Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
• Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met.
• Helps establish project test strategy, methodologies, test plans as well as assist with test execution.
• Instills team commitment to company delivery methodologies and practices.

• 3-5 years of Salesforce professional business analysis experience, with strong relationship management, account management, and support experience.
• Minimum 1 years consulting industry experience working with external clients
• Experience working in an Agile environment.
• Hands-to-keyboard experience in configuring Sales and CPQ objects. Candidates will be required to demonstrate these skills live during an interview.
• Experience working with data and moving data between environments
• Admin and Sales Cloud Consultant required. CPQ certification is highly preferred.
• Exposure to Revenue Cloud and Quote to Cash 
• Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution.
• Familiarity with AI-enhanced platforms is a plus. 
• A solid understanding of AI capabilities and limitations including ethical co