Description
Description:
This position offers the exciting opportunity to be a part of the salesforce.com Product & Pricing Operations Team. The person will be responsible for integrating price books and products in support of our Lead to Cash operations and systems.
In this era of digital transformation, you will not only manage traditional systems but also leverage AI-driven tools to automate workflows and improve data accuracy. The ideal candidate is self-directed, team-oriented, and eager to apply Artificial Intelligence and Machine Learning insights and deliver projects and tasks to make our technical, business, and sales users successful. The individual will be responsible for testing and troubleshooting configurations, assisting with release management, building reports, analyzing data, and producing process documentation. Successful candidates will be able to work effectively within cross-functional teams to identify and gain agreement on business requirements and track all project tasks and issues.
Responsibilities:
- Foster process and technical system improvements
- Coordinate cross-functional meetings, document decisions, and manage project lifecycles (tasks, issues, and risks) with a focus on scaling operations through technology
- Manage projects including tracking tasks, issues, system requirements, and risks
- Configure new price books and product SKUs in salesforce systems
- Identify product packaging and quoting business requirements and system impacts
- Lead in the analysis, design, testing, and implementation of new product configurations
- Build out discounting structure in our quoting system
- Facilitate process and technical system improvements by identifying opportunities to automate manual data entry and configuration tasks using AI and Salesforce flow automation
- Produce high-quality process documentation, utilizing Generative AI to maintain a comprehensive and up-to-date knowledge base for the Partner Operations ecosystem
Required Skills/Experience:
- Bachelor’s degree (or equivalent practical experience) in Business, Information Systems, or a related field
- Project management methodology
- 3+ years in complex business and technical environments (Lead-to-Cash experience preferred)
- Advanced Excel (formulas, pivot tables, macros).
- Strong functional knowledge of Salesforce CRM and CPQ
- Experience with Prompt Engineering or using GenAI tools to streamline business analysis and reporting
- Familiarity with AI/ML concepts and their application in a CRM context (e.g., Salesforce Einstein, Agentforce, or automated pricing engines)
- Demonstrated ability to analyze large datasets to identify patterns, troubleshoot configurations, and build results
- Prior experience as a Business Analyst or Project Manager
- Effective written and verbal communication skills
- Strong organizational skills and an appreciation for precision and detail
- Demonstrated ability to foster process improvements, problem-solve, and produce results
- Ability to work with autonomy and consider cross-functional and downstream impacts.
- Price book management experience is a plus
- Technical and functional knowledge of Salesforce and CRM
- A results-oriented mindset with a focus on collaborative problem-solving
- Collaboration and Empowerment attitude with a strong sense of team