CRM Business Analyst (Salesforce)

TL;DR

CRM Business Analyst (Salesforce/CPQ): Managing and configuring Salesforce, CPQ, and DocuSign for North America Sales and Operations with an accent on tool adoption, best practice documentation, and system alignment. Focus on translating business requirements into technical CPQ solutions and optimizing sales operations workflows.

Location: Hybrid in Heredia, Costa Rica

Company

hirify.global is a global data and technology company powering opportunities for people and businesses worldwide across financial services, healthcare, and automotive sectors.

What you will do

• Configure and optimize Salesforce, CPQ, and DocuSign for North America Sales and Operations.
• Translate requirements from Product Marketing, Strategic Pricing, and Sales Operations into technical CPQ solutions.
• Build CPQ updates including product additions, pricing changes, template edits, and approval workflows.
• Develop and maintain DocuSign envelopes and document templates.
• Provide troubleshooting support and create best-practice guidance for user communities.
• Implement basic Salesforce changes following corporate change management standards.

Requirements

• 2+ years of experience with Salesforce applications.
• Hands-on experience in Salesforce CPQ and DocuSign administration.
• Proficiency in Microsoft Excel.
• Experience with AI tools, specifically Agentic AI.
• Must be based in or able to work hybrid in Heredia.

Culture & Benefits

• Comprehensive medical, life, and dental insurance.
• International Share Save Plan and Annual Performance Bonus.
• Flex Work and Work-from-home options.
• Paid time off, Family Bonding, and Bereavement leave.
• Education reimbursement and referral programs.