Quick overview
SeniorityMid Senior
Work modeHybrid
LocationPhiladelphia, PA, United States
Stakeholder ManagementMicrosoft ExcelMicrosoft PowerPointScrumJiraAgile
Job description
Job Summary
We are seeking an experienced Oracle CPQ Business Analyst to support our Lead-to-Quote-to-Order process. The analyst will partner with Sales, Sales Operations, Pricing, Finance, and IT teams to gather requirements, define business rules, and drive enhancements in Oracle CPQ, ensuring a smooth flow from opportunity through quote creation, approval, and order submission.
Key Responsibilities
- Act as the business analyst for the Oracle CPQ platform across the full Lead-to-Quote-to-Order lifecycle
- Gather, analyze, and document business requirements from Sales, Sales Ops, Pricing, Finance, and Order Management teams
- Translate requirements into functional specifications, user stories, and acceptance criteria
- Define and document product configuration rules, pricing logic, discounting, approval workflows, and quote document templates
- Map the end-to-end process from lead and opportunity creation in CRM, through quoting in CPQ, to order submission into ERP/Order Management
- Work with developers and the configuration team on Commerce processes, product models, and CPQ integrations
- Support integrations between Oracle CPQ and CRM (Salesforce or Oracle Sales Cloud) and ERP/order management systems
- Create test scenarios and support SIT and UAT, including defect triage and resolution
- Support releases, enhancements, and regression testing, including Oracle CPQ quarterly updates
- Analyze quote and order data to identify process gaps, errors, and improvement opportunities
- Provide user training, documentation, and post-go-live support
- Facilitate workshops and communicate status to business and technical stakeholders
Required Qualifications
- 5+ years of experience as a Business Analyst, with 2+ years on Oracle CPQ (Cloud)
- Strong understanding of the Lead-to-Quote-to-Order process, including opportunity management, configuration, pricing, approvals, and order submission
- Experience documenting requirements: BRDs, functional specs, user stories, and process flows
- Knowledge of CPQ concepts: product configuration, pricing rules, discounting, approval workflows, quote templates, and Commerce process
- Experience with CRM integration (Salesforce or Oracle Sales Cloud) and ERP/order management handoff
- Experience planning and supporting UAT
- Strong analytical, communication, and stakeholder management skills
- Bachelor’s degree in Business, Information Technology, or related field, or equivalent experience
Preferred Qualifications
- Hands-on knowledge of BML (BigMachines Language), Document Engine, or CPQ web services/APIs
- Experience with Oracle Fusion Cloud (Order Management, Pricing) or Oracle EBS
- Experience with Agile/Scrum and tools such as JIRA or Azure DevOps
- Familiarity with subscription, services, or complex/configurable product quoting
- Proficiency in Visio or similar process mapping tools, plus Excel and PowerPoint
- Oracle CPQ certification
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