CPQ Analyst
Listed on 2026-11-04
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Business
Business Systems & Technology Analysis, Data Analyst, CRM Systems & Management -
IT/Tech
Business Systems & Technology Analysis, IT Business Analyst, Data Analyst, CRM Systems & Management
SUMMARY
The CPQ Analyst is responsible for supporting the administration, maintenance, and continuous improvement of Hobart Service's Configure, Price, Quote (CPQ) processes, tools, and systems. This role partners with Sales, Contract Support, Pricing, Finance, Operations, and IT teams to ensure accurate product configuration, pricing execution, quote generation, and system performance.
The CPQ Analyst assists in the design and documentation of business requirements, configuration enhancements, pricing models, workflows, and reporting capabilities. This position plays a key role in supporting CPQ system implementations, testing, troubleshooting, user adoption, and ongoing process improvements. The CPQ Analyst helps drive operational efficiency, data integrity, pricing accuracy, and a streamlined quote-to-order experience across the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIESThese are the most significant job duties performed. The size, scope and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically listed below may also be assigned.
Support the administration, maintenance, and enhancement of CPQ systems and related commercial tools.
Assist with the configuration of products, services, pricing structures, approval workflows, and business rules within the CPQ platform.
Partner with business stakeholders to gather requirements, document functional specifications, and support solution design.
Analyze quote and pricing data to identify trends, process improvement opportunities, and potential system enhancements.
Support testing, validation, and deployment of system enhancements, product updates, and pricing changes.
Troubleshoot quote, pricing, configuration, and workflow issues and collaborate with IT and business teams to resolve them.
Maintain documentation related to CPQ processes, configurations, pricing logic, user procedures, and system changes.
Create and distribute reports and dashboards that support commercial performance and operational decision-making.
Support training and user adoption efforts by developing job aids, process documentation, and end-user guidance.
Ensure compliance with established pricing policies, approval processes, and governance standards.
Participate in cross-functional projects supporting sales effectiveness, digital transformation, and commercial process optimization.
Provide post-implementation support and assist with ongoing continuous improvement initiatives.
Other responsibilities or special projects not specifically listed may also be assigned.
The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work ExperienceBachelor’s degree in Business, Information Systems, Finance, Analytics, Operations, or a related field preferred.
Minimum of 2-4 years of experience supporting CPQ, pricing, sales operations, business analysis, commercial operations, or related functions.
Experience working with CPQ platforms, CRM systems, ERP systems, or sales enablement technologies.
Knowledge of product configuration, pricing strategies, quote management, and commercial processes.
Experience documenting business requirements and supporting system implementations.
Strong analytical and problem-solving skills with experience using Excel, Power BI, D365, Salesforce, or similar platforms.
Experience supporting cross-functional business and technology initiatives.
Industrial service, manufacturing, or commercial equipment industry experience preferred.
To perform the job successfully, an individual should demonstrate the following competencies.
Analytical Thinking: Evaluates complex business processes, pricing structures, and configuration requirements to identify trends, opportunities, and effective solutions.
Business Process Improvement: Continuously seeks opportunities to streamline workflows, improve efficiency, reduce manual effort, and enhance the quote-to-cash experience.
Attention to Detail: Ensures accuracy and consistency in product configurations, pricing rules, quote generation, system data, and documentation.
Problem…
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