Conga CPQ Business Analyst

Role Descriptions: - Design| develop Salesforce and CPQ solutions. - Configure and validate Conga CPQ (pricing| bundles| quoting workflows). - Develop Conga Composer document generation. - Build and automate Excel/X-Author solutions with VBA. - Integrate Salesforce with external systems using APIs. - Support CI/CD| deployments| and release management.

Essential Skills: - Salesforce roles across Development| CPQ and Excel automation. - Hands-on experience in Conga CPQ (pricing| configuration| quoting lifecycle). - Expertise in Salesforce development (Apex| LWC| Aura) . - Experience in Conga Composer (document generation/validation). - Strong exposure to X-Author for Excel and VBA automation. - Knowledge of APIs (REST/SOAP) and Salesforce data model. - DevOps exposure (Git| Jenkins| CI/CD| UCD).

Role Description This is a full-time remote role for a Salesforce Business Analyst. The Salesforce Business Analyst will work closely with stakeholders to gather, analyze, and document business requirements and translate them into effective Salesforce solutions. Day-to-day responsibilities include mapping and optimizing business processes, configuring Salesforce features with administrators, and supporting integrations with other enterprise systems. The role involves creating user stories, functional specifications, and documentation, as well as coordinating testing, training, and user adoption activities. The Salesforce Business Analyst will collaborate with cross-functional teams to ensure solutions align with business goals and deliver measurable outcomes.

Qualifications

• Strong Salesforce.com Administration skills, including configuration, user management, and security settings.
• Demonstrated Business Analysis experience with business requirements gathering, documentation, and stakeholder communication.
• Solid Analytical Skills for evaluating processes, data, and system performance to recommend improvements.
• Experience with Business Process mapping, optimization, and translating workflows into Salesforce solutions.
• Familiarity with Salesforce best practices, standard objects, and automation tools (e.g., Flow, Validation Rules, Reports and Dashboards).
• Ability to work effectively in a remote, collaborative environment with cross-functional and global teams.
• Strong written and verbal communication skills and the ability to present complex ideas in a clear, structured manner.
• Salesforce certifications (e.g., Admin, Business Analyst) are an advantage.

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With 23,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters who doers, thinkers, and collaborators are who embrace and live by our values:

Invested Relationships

Fiscal Prudence

Candid Conversations

ABOUT EGNYTE

Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 23,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere.

ABOUT THE ROLE

The Salesforce Administration team enables Egnyte by automating business processes, integrating sales and marketing tools, and maintaining Salesforce data integrity. We partner with Sales Operations to equip sales teams for effective prospecting and quoting, and with Finance to ensure accurate billing for customers and partners.

This role sits at the Finance end of that partnership. We run a ~900-user Salesforce org with Salesforce CPQ and Salesforce Billing at the center of quote-to-cash, integrated with NetSuite and a broader GTM stack. We are hiring someone who owns the Billing side of that stack end to end.

WHAT YOU’LL DO: 

Own Salesforce Billing (primary focus, ~60% of the role) 

• Serve as the subject matter expert for Salesforce Billing (blng) — invoice generation and scheduling, invoice runs, credit and debit notes, payments and payment allocation, refunds, and revenue schedules.
• Configure and maintain billing rules, tax rules, revenue recognition rules, finance books, finance periods, and legal entities; diagnose why an invoice line posted the way it did and correct it at the source.
• Run and troubleshoot scheduled billing and payment jobs; investigate failed or stuck invoice runs, unbilled order products, and proration or co-term discrepancies.
• Own billing reconciliation between Salesforce and NetSuite — investigate sync failures, mismatched amounts, and duplicate or orphaned records, and drive them to resolution with Finance.
• Support month-end and quarter-end close: period locks, cutoff issues, aging and deferred revenue reporting, and the ad hoc "why doesn't this tie out" questions that arrive at 6pm on the last day of the quarter.
• Partner with Finance and Revenue Accounting on audit requests, controls, and evidence for SOX-style reviews.

Support CPQ and the upstream quote lifecycle (~25%) 

• Administer Salesforce CPQ (SBQQ): product and price book setup, price rules, product rules, discount schedules, quote templates, and Advanced Approvals (SBAA).
• Support amendments, renewals, upgrades, downgrades, and cancellations — and understand how each one lands downstream in orders, contracts, subscriptions, and invoices.
• Trace defects across the full quote → order → contract → subscription → invoice → payment chain, and identify where in that chain the problem actually originated rather than where it surfaced.

General senior administration (~15%) 

• Handle core admin work across Sales Cloud, Revenue Cloud, and managed packages: user and license management, profiles and permission sets, validation rules, Flows, reports and dashboards.
• Complete regular internal system audits and prepare the org for Salesforce seasonal releases and managed package upgrades; maintain SME-level knowledge of what each release changes for CPQ and Billing.
• Coordinate the evaluation, scoping, and delivery of new development requests, including effort estimates and impact analysis.
• Perform thorough system testing in sandboxes before promotion, following the team's change management and deployment process.
• Work with the rest of the admin team to strengthen the processes that govern administrative, development, and change management activity.

YOUR QUALIFICATIONS:

• Minimum 4 years as a Salesforce administrator, including at least 2 years of hands-on Salesforce Billing configuration and support — not just exposure through a CPQ role.
• Demonstrated ownership of end-to-end quote-to-cash: order management, invoicing, amendments, renewals, credits, payments, and billing reconciliation.
• Working knowledge of the Billing and CPQ data model (blng and SBQQ objects) and how records relate across the lifecycle.
• Familiarity with an integrated ERP, ideally NetSuite, and with the failure modes of ERP–Salesforce integrations.
• Ability to troubleshoot complex CPQ and Billing issues while protecting data integrity, and to work effectively with Finance, Sales Operations, and other cross-functional partners.
• Proven ability to meet deadlines, prioritize competing requests, and manage laterally and upward.
• Ability to communicate clearly at all levels of the organization, to reconcile conflicting information from multiple sources, and to distinguish what a user asked for from what they actually need.
• Creative and analytical mindset with strong problem-solving skills. 

Preferred 

• Salesforce Certified Administrator and Salesforce CPQ Specialist; Revenue Cloud Consultant or Billing-specific credentials are a strong plus.
• Experience with subscription and usage-based billing models in a SaaS business.
• Exposure to tax engines (e.g., Avalara), payment gateways, and dunning or collections processes.
• Experience with middleware such as Boomi or Celigo.
• Experience supporting partner, reseller, or multi-entity billing.
• Familiarity with Salesforce's Revenue Cloud roadmap and what a move off legacy CPQ would involve.

BENEFITS

·      Competitive salaries

·      Medical insurance and healthcare benefits for you and your family

·      Fully paid premiums for life insurance

·      Flexible hours and PTO

·      Gym reimbursement

·      Childcare reimbursement

·      Group term life insurance

EQUAL EMPLOYMENT OPPORTUNITY

At Egnyte, we celebrate our unique differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

Egnyte will not allow any form of retaliation against employees who raise issues of equal employment opportunity. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.

Role: Salesforce Conga Developer

Experience: 7+ Years

Joining: Immediate Joiners Preferred

Location: Remote

Role Overview

We are looking for an experienced Salesforce Developer with strong hands-on expertise in Conga Composer, Conga E-Signature, Conga Templates, and Conga Queries. The ideal candidate will be responsible for designing, developing, and implementing document generation and e-signature solutions integrated with Salesforce. The role requires strong Salesforce development skills and the ability to work closely with business stakeholders to deliver scalable and automated solutions.

Key Responsibilities

● Design and implement end-to-end document generation solutions using Conga Composer within Salesforce.

● Create, configure, and manage Conga Composer templates, queries, and Composer buttons based on business requirements.

● Integrate Conga E-Signature with Salesforce to enable secure and automated document signing workflows.

● Gather, analyze, and document functional and technical requirements by collaborating with business and technical stakeholders.

● Develop and customize Salesforce solutions using Apex, Lightning Web Components (LWC), Flows, and Custom Metadata to support Conga functionality.

● Configure and maintain document generation and business automation workflows.

● Troubleshoot and debug Salesforce-Conga integration issues and provide timely resolutions.

● Perform unit testing, integration testing, deployment, and post-production support.

● Ensure solutions follow Salesforce and Conga best practices, scalability, security, and maintainability standards.

● Support enhancements, production issues, and continuous improvement of existing Salesforce-Conga solutions.

Required Skills & Experience

● 4+ years of hands-on Salesforce Development experience.

● Strong hands-on experience with Conga Composer.

● Experience with Conga E-Signature and Salesforce integration.

● Strong knowledge of Conga Templates and Conga Queries.

● Proficiency in Apex, LWC, Salesforce Flows, and Custom Metadata.

● Proven experience in Salesforce-Conga integration and document automation.

● Good understanding of document generation, e-signature, and business process automation.

● Experience with Salesforce configuration, customization, testing, deployment, and troubleshooting.

● Strong analytical, problem-solving, debugging, and communication skills.

Preferred Skills

● Experience working with complex Conga Composer solutions and document workflows.

● Knowledge of Salesforce APIs and integration patterns.

● Experience with Salesforce deployment tools and CI/CD practices.

● Salesforce certifications such as Platform Developer I/II or Administrator will be an advantage.

Education

● Bachelor's degree in Computer Science, Information Technology, Engineering, or a related field.

Key Skills

Salesforce Development | Conga Composer | Conga E-Signature | Conga Templates | Conga Queries | Apex | LWC | Salesforce Flows | Custom Metadata | Document Automation | Salesforce-Conga Integration now new

Role: Salesforce Conga Developer

Experience: 7+ Years

Joining: Immediate Joiners Preferred

Location: Remote

Budget: 1.75lpm

Role Overview

We are looking for an experienced Salesforce Developer with strong hands-on expertise in Conga Composer, Conga E-Signature, Conga Templates, and Conga Queries. The ideal candidate will be responsible for designing, developing, and implementing document generation and e-signature solutions integrated with Salesforce. The role requires strong Salesforce development skills and the ability to work closely with business stakeholders to deliver scalable and automated solutions.

Key Responsibilities

● Design and implement end-to-end document generation solutions using Conga Composer within Salesforce.

● Create, configure, and manage Conga Composer templates, queries, and Composer buttons based on business requirements.

● Integrate Conga E-Signature with Salesforce to enable secure and automated document signing workflows.

● Gather, analyze, and document functional and technical requirements by collaborating with business and technical stakeholders.

● Develop and customize Salesforce solutions using Apex, Lightning Web Components (LWC), Flows, and Custom Metadata to support Conga functionality.

● Configure and maintain document generation and business automation workflows.

● Troubleshoot and debug Salesforce-Conga integration issues and provide timely resolutions.

● Perform unit testing, integration testing, deployment, and post-production support.

● Ensure solutions follow Salesforce and Conga best practices, scalability, security, and maintainability standards.

● Support enhancements, production issues, and continuous improvement of existing Salesforce-Conga solutions.

Required Skills & Experience

● 4+ years of hands-on Salesforce Development experience.

● Strong hands-on experience with Conga Composer.

● Experience with Conga E-Signature and Salesforce integration.

● Strong knowledge of Conga Templates and Conga Queries.

● Proficiency in Apex, LWC, Salesforce Flows, and Custom Metadata.

● Proven experience in Salesforce-Conga integration and document automation.

● Good understanding of document generation, e-signature, and business process automation.

● Experience with Salesforce configuration, customization, testing, deployment, and troubleshooting.

● Strong analytical, problem-solving, debugging, and communication skills.

Preferred Skills

● Experience working with complex Conga Composer solutions and document workflows.

● Knowledge of Salesforce APIs and integration patterns.

● Experience with Salesforce deployment tools and CI/CD practices.

● Salesforce certifications such as Platform Developer I/II or Administrator will be an advantage.

Education

● Bachelor's degree in Computer Science, Information Technology, Engineering, or a related field.

Key Skills

Salesforce Development | Conga Composer | Conga E-Signature | Conga Templates | Conga Queries | Apex | LWC | Salesforce Flows | Custom Metadata | Document Automation | Salesforce-Conga Integration