Data Load Analyst - Finance at Everest Search Partners

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jun, 26

Salary

0.0

Posted On

31 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Cleansing, Data Loading, Salesforce CPQ, Excel, Google Sheets, Data Migration, Data Validation, Data Mapping, SaaS Pricing, Quote-to-Cash, Deal Desk, Sales Operations, Financial Analysis, Organizational Skills, Communication

Industry

Staffing and Recruiting

Description

*Everest Client seeks a Data Load Analyst for a 6 month fully remote contract role with a SaaS company. As a Data Load & Financial Analyst, you will play a key role in the migration and implementation of an enterprise quoting solution. This role is primarily focused on the extraction, cleansing, and loading of historical pricing and subscription data into Salesforce CPQ, helping to replace a legacy quoting tool with an accurate, scalable foundation. This is an excellent opportunity for a detail-oriented analyst early in their career to gain deep exposure to CPQ systems, SaaS pricing structures, and quote-to-cash processes within a fast-growing FinTech company. Key Responsibilities & Duties Extract, organize, and validate historical pricing and subscription data from legacy contracts for migration into Salesforce CPQ Perform data cleansing and transformation using Excel or Google Sheets to ensure accuracy and consistency prior to data loads Execute structured data loads into Salesforce CPQ, verifying integrity and completeness of records post-load Document data mapping, load procedures, and any discrepancies or exceptions encountered during migration Partner with Deal Desk, Sales Operations, and Product/Partner teams to clarify pricing data questions and resolve data quality issues Support ongoing data validation efforts by comparing legacy records against CPQ outputs and flagging inconsistencies Qualifications 1–3 years of experience in a data, finance, sales operations, or systems analyst role Hands-on experience with Salesforce (SFDC) strongly desired; Salesforce CPQ experience strongly preferred as well Exposure to CPQ platforms (Salesforce CPQ, Apttus, Conga, or similar) is a plus Familiarity with SaaS contracting models, subscription pricing helpful Advanced proficiency in Microsoft Excel or Google Sheets (lookups, pivot tables, data manipulation) with strong organizational skills Ability to work independently, manage tasks, and meet deadlines with minimal oversight Clear written and verbal communication skills for cross-functional collaboration

Responsibilities

The analyst will be responsible for extracting, cleansing, and loading historical pricing and subscription data from legacy systems into Salesforce CPQ to support the implementation of an enterprise quoting solution. Key duties include performing data transformations, executing structured data loads, verifying record integrity, and documenting the migration process.