Lead the end-to-end project lifecycle, including tracking tasks, managing issues, and mitigating risks to ensure timely delivery of product configurations.
Coordinate and facilitate cross-functional meetings to identify business requirements, gain consensus, and document key decisions.
Lead the analysis, design, system impacts, and implementation of new product configurations and discounting structures within our quoting systems.
Foster continuous technical and system improvements by identifying automation opportunities, utilizing tools like Salesforce Flow and AI to streamline manual tasks, with a focus on scaling operations through technology.
Produce high-quality process documentation and build analytical reports to track system performance and project health utilizing Generative AI to maintain a comprehensive and up-to-date knowledge base for the Product Operations ecosystem.
Assist with release management and testing to ensure system stability and successful deployment of new price books and SKUs.

Bachelor’s degree (or equivalent practical experience) in Business, Information Systems, or a related field
Demonstrated experience in project management methodologies and the ability to work with full autonomy.
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.

Senior Analyst, Product & Pricing Operations

Key skills