Business Analyst - Salesforce CPQ

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. 

Skills and Competencies
Required:
•    2–4 years’ experience in sales operations, business analysis, Salesforce administration, or process automation.
•    Familiarity with Salesforce, Conga (CPQ, CLM, and Order Management) tools.
•    Exposure to or strong interest in AI/automation as applied to business processes (sales analytics, workflow automation, predictive modeling, chatbots, prompt engineering for quoting applications).
•    Proficient in data analysis, process mapping, and documenting business requirements.
•    Strong communicator and collaborator who thrives in a change-driven environment.
Preferred:
•    Experience supporting or implementing AI-powered sales tools, such as chatbots and intelligent pricing agents.
•    Technical experience configuring Salesforce workflows, CPQ rules, and contract automation.
•    Hands-on knowledge of developing, refining, and deploying AI prompts for quoting, pricing, and sales process automation.

Education
•    Bachelor’s degree in Business Administration, Information Systems, Computer Science, or a related field is required.
•    Advanced degree (MBA or equivalent) is a plus, especially with a focus on analytics, technology, or process optimization.
•    Relevant certifications such as Salesforce Administrator, Salesforce CPQ Specialist, or Lean Six Sigma are highly desirable.

Responsibilities
•    Analyze, design, and implement AI-driven sales workflows in Salesforce, CPQ, CLM, and Order Management to streamline processes, eliminate bottlenecks, enhance automation, and optimize user adoption
•    Analyze existing quote-to-order workflows in Salesforce, CPQ, CLM, and Order Management to identify bottlenecks, pain points, and manual processes.
•    Partner with stakeholders to define business requirements for automation and AI-driven enhancements, including process intelligence, predictive analytics, and guided selling features.
•    Design, configure, and rollout automated workflows and AI solutions (auto-quoting, intelligent contract review, opportunity scoring) within the sales tech stack.
•    Develop and optimize prompt engineering frameworks for AI quoting agents, enabling sales reps to generate accurate, compliant quotes using natural language requests and conversational interfaces.
•    Incorporate AI-powered chatbots to assist sales teams with CPQ-related questions, such as product compatibility or pricing rules, allowing sellers to receive instant, contextual support and reduce dependency on manual lookups.
•    Deploy intelligent agents to suggest discounts based on deal size, customer loyalty (usage, cases, etc.), or urgency (e.g., end-of-quarter push), ensuring recommendations balance profitability and competitiveness.
•    Support data collection, validation, and analysis to enable business intelligence and AI initiatives.
•    Document processes, map user journeys, and ensure system changes are well-communicated and adopted within sales and sales operations teams.
•    Monitor performance and user adoption of new solutions, providing feedback for further optimization and reduction of manual work.

About the team
Our CPQ (Configure, Price, Quote) team is responsible for streamlining and optimizing the end-to-end quote-to-order process within Moody’s.
We enhance sales efficiency through automation, implement AI-driven solutions to improve decision-making, and ensure seamless integration across Salesforce, CPQ, CLM, and Order Management systems.
By joining our team, you will be part of exciting work in sales process innovation, advanced workflow automation, and cutting-edge AI applications that drive business transformation.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.