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Salesforce CPQ and Billing Solutions Architect

1 month ago

Bengaluru, Karnataka, India PradeepIT Consulting Services Pvt Ltd Full time

We are seeking a highly experienced Salesforce CPQ and Billing Solutions Architect to join PradeepIT Consulting Services Pvt Ltd.

About the Role

As a Salesforce CPQ and Billing Solutions Architect, you will play a crucial role in designing, implementing, and managing Salesforce CPQ and Billing solutions for our clients. You will work closely with cross-functional teams to configure, customize, and support CPQ and Billing functionality, ensuring seamless integration with other Salesforce modules and optimizing processes for scalability and efficiency.

Main Responsibilities
  • Salesforce CPQ Implementation & Customization:
    • Design and implement Salesforce CPQ solutions to automate the quoting, pricing, and contracting process.
    • Develop custom solutions within Salesforce CPQ to meet business requirements and enhance process efficiency.
    • Customize product bundles, pricing rules, discount schedules, and approval workflows as per business needs.
  • Salesforce Billing Configuration & Support:
    • Implement Salesforce Billing for automated invoicing, payment processing, and revenue recognition.
    • Configure billing schedules, tax calculations, revenue splits, and payment processing in alignment with accounting standards and regulations.
    • Work with finance teams to ensure accurate reporting and adherence to billing and revenue recognition policies.
  • Integration & Data Management:
    • Collaborate with IT and development teams to integrate Salesforce CPQ and Billing with external ERP and CRM systems.
    • Manage data migration, cleansing, and mapping between systems for seamless information flow.
    • Optimize data integrity and ensure compliance with data privacy and security standards.
  • Process Optimization & Automation:
    • Analyze and optimize current processes related to quoting, billing, and payment workflows.
    • Implement automation tools and process enhancements to improve operational efficiency.
    • Create and maintain process documentation, guidelines, and best practices for CPQ and Billing.
  • Stakeholder Collaboration & Training:
    • Work closely with sales, finance, and operations teams to gather and refine requirements.
    • Provide user training, develop training materials, and deliver workshops to ensure effective system usage.
    • Conduct regular reviews with stakeholders to align system configurations with business goals.
  • Maintenance & Troubleshooting:
    • Perform regular system checks, manage Salesforce releases, and troubleshoot any issues within CPQ and Billing modules.
    • Handle escalated support requests and system enhancements to improve user experience.
    • Participate in testing and quality assurance processes to ensure system reliability and functionality.
Requirements
  • A minimum of 5-6 years of experience in Salesforce with a strong focus on Salesforce CPQ and Salesforce Billing.
  • Proven expertise in configuring Salesforce CPQ, including product catalog setup, pricing and discounting, approval workflows, and contract management.
  • Experience with Salesforce Billing for invoicing, revenue recognition, and financial reporting.
  • Strong understanding of sales processes, billing cycles, and revenue recognition standards.
  • Proficiency in Salesforce Lightning, declarative tools, and experience with custom configurations.
  • Knowledge of Apex, Visualforce, and Salesforce APIs is a plus.
  • Experience with integration of Salesforce CPQ and Billing with ERP systems (e.g., SAP, Oracle) is desirable.
  • Excellent problem-solving skills and attention to detail.
  • Strong communication skills with the ability to collaborate effectively across teams.
Preferred Certifications:
  • Salesforce Certified CPQ Specialist
  • Salesforce Certified Billing Specialist
  • Salesforce Administrator or Advanced Administrator