Salesforce CPQ Administrator

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

We are looking for an experienced Business Data Analyst who has IT experience, along with experience in financial reporting, general sales workflow, and Quote to Cash processes. insightsoftware uses Salesforce.com CRM Sales Cloud, Sales Contracts, CPQ, and Billing. SFDC experience is a plus but not a requirement, provided you can demonstrate the skills listed here in a comparable CRM system.

This is a core financial analyst role where your primary responsibility will include ensuring the accuracy of Salesforce based financial reporting and understanding all aspects of the business process and CRM system that impact those reports. You will audit internal SF reports and data warehouse BI reports created by business leadership.  You will also create reports to support the financial audit findings using SFDC reporting and BI data warehouse.  Having SQL skills to write BI reports is a must have skill set for this position.

You will be a member of IT Services and report directly to the Director of CRM Applications. You will be part of an international team of SFDC administrators, developers, and business analysts. This is a hands-on data analyst role requiring Salesforce CPQ and billing knowledge. To perform this job successfully, you must be capable of the duties listed above as well as the primary responsibilities as listed below (including qualifications).

Primary Responsibilities:

• Financial report auditing
• Understanding cause and effect to financial data
• Write, analyze and present exception reports to executive leadership
• Ability to understand unique insightsoftware workflow related to quote to cash, order management, and various billing processes

Primary Skills:

• Hands on configuration and understanding of a CRM application
• Communication experience with finance leaders relating to audit reports
• Communication experience with IT resources as a business analyst to communicate requirements
• Experience with building reports in a CRM and data warehouse application
• SQL skill set is required
• Experience with Software Development Life Cycle and Change Management

Personal Attributes:

• The ability to communicate ideas via technical documentation, as well as in clear, user-friendly language
• Can demonstrate communication skills relating to data analysis in a clear and concise fashion
• Work well in a team environment and as an independent developer
• Must be able to meet tight deadlines and provide accurate time estimates
• Strong analytical, troubleshooting, problem-solving and follow-through abilities
• Highly motivated self-starter, proactive in your assignments and solid time management skills
• Proven ability to multitask and work through ambiguous requirements
• Strong verbal, written and interpersonal communication skills.

• Expert level skill with at least one of SFDC sales cloud, CPQ and/or SFDC billing (or equivalent)
• Expert level skill related to financial data analysis
• Senior level skill in sales operations, quote to cash or financial billing (or equivalent)
• Senior level skill related to SFDC reporting and/or BI reporting (or equivalent)
• Demonstrable experience with writing SQL queries
• Junior level skill as a SFDC administrator with basic configuration knowledge
• 7+ years of total financial or data analytics experience
• 5+ years of experience in working with financial back-office professionals including understanding financial and billing concepts
• 3+ years of total IT experience

All your information will be kept confidential according to EEO guidelines.

**Please note insightsoftare is unable to provide sponsorship for candidates ineligible to work in stated work location.**

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.