About the role
Salesforce CLM/CPQ Business Systems Analyst & Test Lead
Location: Waukegan, IL
Hybrid 3 days a week from office
Contract/Fulltime
We are seeking an onsite Salesforce CLM/CPQ Business Systems Analyst (BSA) & Test Lead to join the core project team. The resource will work closely with the Enterprise Architect, Program Manager, Salesforce Team. Responsibilities include requirements management, fit-gap analysis, end-to-end business process validation, Salesforce/PROS CPQ/Conga CLM integration coordination, SIT/UAT leadership, defect management, business readiness support, and ensuring business requirements are successfully delivered through the implementation lifecycle. This is a e functional leadership and testing governance role rather than a hands-on development or configuration role.
Key Responsibilities
Business Analysis & Requirements Management
- Participate workshops with business stakeholders.
- Document business processes, use cases, user stories, and acceptance criteria.
- Perform fit-gap analysis between business requirements and proposed PROS CPQ/Conga CLM capabilities.
- Support process harmonization and standardization across business units.
- Maintain requirements traceability from design through deployment.
- Partner with Architect to validate solution alignment with business objectives.
CPQ & CLM Functional Ownership
Act as functional lead for:
PROS CPQ
- Quote creation and maintenance
- Product configuration
- Pricing and discount management
- Approval workflows
- Quote generation
- Sales process alignment
Conga CLM
- Contract request and initiation processes
- Contract generation workflows
- Approval routing
- Contract lifecycle management processes
- CPQ-to-CLM handoff validation
Salesforce
- Opportunity-to-Quote process alignment
- Customer and account data relationships
- User experience and process integration
- Salesforce dependency management
Integration & Data Coordination
Collaborate with Architect and technical teams to ensure alignment across:
- PROS CPQ
- Salesforce Platform
- Conga CLM
- SAP ERP
- Middleware
- Enterprise Reporting & Data Lake
Responsibilities include:
- Reviewing integration requirements
- Validating end-to-end business process flows
- Supporting integration testing activities
- Identifying upstream/downstream process impacts
- Assisting with defect triage and root-cause analysis
Test Lead Responsibilities
Test Strategy & Planning
- Develop and maintain overall testing strategy.
- Define SIT, UAT, Regression, and Go-Live validation plans.
- Establish testing governance and entry/exit criteria.
- Coordinate testing activities across business and technical teams.
Test Case Development
- Create and review:
- Test scenarios
- Test scripts
- Test data requirements
- Business process validation scripts
- Ensure coverage across:
- Salesforce
- PROS CPQ
- Conga CLM
- SAP integrations
Test Execution Management
- Coordinate SIT and UAT execution.
- Facilitate daily defect triage meetings.
- Track defect lifecycle through resolution.
- Manage testing metrics and status reporting.
- Escalate risks, blockers, and critical defects.
Business Readiness
- Support business validation and signoff.
- Drive deployment readiness assessments.
- Coordinate cutover and hypercare validation activities.
- Ensure business stakeholders are prepared for solution adoption.
Stakeholder Management
The resource will regularly engage with:
- Program Manager
- Enterprise Architect
- Business Process Owners
- Salesforce Team
- Conga CLM Team
- SAP Team
- PROS Product Team
Required Qualifications
Experience
- 7+ years of Business Systems Analysis experience.
- 3+ years supporting CPQ and/or CLM implementations.
- Experience leading UAT and end-to-end testing programs.
- Experience working with System Integrators.
- Experience in large enterprise transformation programs.
Functional Skills
- Quote-to-Cash (QTC)
- Configure Price Quote (CPQ)
- Contract Lifecycle Management (CLM)
- Sales Operations
- Pricing and Approval Processes
- Requirements Management
- Business Process Modeling
Technical Knowledge
- Salesforce Platform
- Conga CLM
- PROS CPQ (preferred)
- SAP integration concepts
- API / Integration fundamentals
- Data migration and validation
Preferred Industry Experience
- Healthcare
- Medical Devices
- Life Sciences
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