Asst Dir-Sr Business Analyst; Salesforce

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it.

We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

• 5–8 years’ experience in sales operations, business analysis, Salesforce administration, CPQ, or Lead-to-Cash process optimization.
• Strong hands on expertise with Salesforce and Conga/Apttus (CPQ, CLM, Order Management).
• Proven experience designing and deploying GenAI solutions, including LLM-driven automations, intelligent agents, and workflow optimization.
• Experience with prompt engineering, crafting and refining prompts for AI agents, guided selling, quoting automation, and conversational interfaces.
• Demonstrated ability to translate business requirements into AI-enabled processes, including rules, decision trees, and predictive models.
• Strong proficiency in data analysis, process mapping, journey mapping, and documentation.
• Excellent communication, stakeholder management, and cross-functional collaboration skills.
• Hands‑on experience with AI‑powered sales tools, such as quoting agents, pricing intelligence tools, or Salesforce Einstein/GenAI features.
• Technical knowledge of Salesforce automations (Flows, Apex basics), CPQ configuration rules, pricing engines, and contract lifecycle automation.
• Experience building or maintaining AI agents for CPQ, such as guided selling, discount recommendation engines, or autonomous quoting bots.
• Salesforce or CPQ/CLM certifications (Administrator, Advanced Administrator, CPQ Specialist, Conga Certifications).
• Familiarity with API integrations, enterprise AI model deployment pipelines, and AI governance frameworks.
• Exposure to vector databases, retrieval-augmented generation (RAG), or enterprise LLM orchestration platforms (e.g., Azure OpenAI, Einstein GPT).

• Lead the strategy, design, and deployment of GenAI and autonomous agent solutions across Salesforce, CPQ, CLM, and Order Management.
• Develop AI-driven workflows for key Lead-to-Cash steps including quoting, pricing, contract review, approvals, and order submission.

• Analyze and optimize the Quote-to-Order and Lead-to-Cash processes using advanced automation, predictive analytics, and AI augmentation.
• Identify inefficiencies and design solutions leveraging AI agents, RPA, and intelligent workflows.

• Partner closely with business stakeholders, product owners, developers, and data teams to gather requirements and deliver scalable AI solutions.
• Lead workshops to evangelize AI opportunities and drive alignment across teams.

• Configure, prototype, and deploy AI-driven capabilities such as:
  • Auto-quoting agents that generate or validate quotes.
  • Intelligent contract review powered by LLMs.
  • Opportunity scoring models and predictive deal insights.
  • AI chatbots for CPQ support, guided selling, and rep assistance.
  • Recommendation agents for pricing, discounts, renewals, and upsells.

• Build, refine, and govern prompt frameworks used across sales workflows, ensuring accuracy, compliance, and business alignment.
• Design role-based prompts for Sales Reps, Sales Ops, Legal, and Finance use cases.

• Implement and maintain pricing recommendation engines…