Product Analyst, Salesforce

The role

This individual will work with the Product Manager to define, document, test, and deliver enterprise capabilities for Product Business Systems. The role focuses on product configuration, pricing, software provisioning, usage, and overage management across platforms like Salesforce and NetSuite.

What you will do

• Elicit, analyze, and document business requirements for product, pricing, fulfillment, and provisioning capabilities.
• Develop and maintain business requirements documents, functional specifications, process flows, data mappings, business rules, and decision logs.
• Define and maintain requirements across the Lead-to-Cash lifecycle.
• Support requirements for product configuration, catalog management, SKU creation, pricing, and bundle management.
• Support requirements for automated, manual, and hybrid provisioning and entitlement lifecycle management.
• Maintain the Jira backlog by creating and updating epics, user stories, subtasks, and acceptance criteria.
• Develop functional, regression, integration, and end-to-end test cases and coordinate UAT.
• Log, investigate, prioritize, and track defects in Jira.
• Document and validate integrations, data flows, and dependencies across systems.
• Partner with cross-functional teams to clarify requirements, resolve issues, and validate solutions.

Required qualifications

• 5+ years of experience as a Product Analyst, Business Analyst, or Business Systems Analyst supporting CRM, ERP, billing, or revenue operations systems in an enterprise SaaS environment.
• Solid understanding of Lead-to-Cash, Quote-to-Cash, or subscription lifecycle processes.
• Hands-on experience creating and managing Jira epics, user stories, acceptance criteria, and defects.
• Experience writing test cases, executing functional and regression testing, and coordinating UAT cycles with business users through formal sign-off.
• Working knowledge of Salesforce CPQ, Salesforce Revenue Cloud, NetSuite, or comparable enterprise business systems.
• Understanding of integrated system flows across sales, order management, billing, accounts receivable, collections, revenue recognition, and reporting.
• Experience working within Agile/Scrum teams on enterprise-scale system implementations and participating in sprint ceremonies.
• Strong written and verbal communication skills.
• Understanding of business process mapping, technical integrations, data dependencies, and system controls.
• Strong organizational skills and attention to detail.

Nice to have

• Experience with Jira and Confluence, including JQL, boards, and dashboards.
• Exposure to Salesforce Revenue Cloud Advanced (RCA), Salesforce Commerce Cloud, Oracle ERP, MuleSoft, Boomi, or Oracle Integration Cloud (OIC).
• Experience with software license provisioning, entitlement management, product catalog configuration, pricing models, bundle management, and usage-based billing.
• Familiarity with managed service providers (MSPs), subscription-based business models, and customer lifecycle processes.
• Basic SQL skills or experience using data analysis tools to validate and reconcile information across integrated systems.
• Experience preparing functional specifications, data mappings, process flows, test scripts, release documentation, and operational support materials.

About the company

Kaseya is a provider of AI-powered IT management and cybersecurity software serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Founded in 2000, the company supports customers in more than 20 countries.