
Salesforce CPQ Process Optimization Specialist
9 hours ago
We are seeking an experienced Salesforce CPQ expert to lead the implementation and optimization of Quote-to-Cash processes.
The ideal candidate will have deep Salesforce CPQ expertise, hands-on functional skills, and strong business acumen to bridge the gap between technical teams and business stakeholders.
- Act as a functional expert for Salesforce CPQ, leading implementations, enhancements, and support.
- Define, design, and optimize Quote-to-Cash and Opportunity-to-Invoice processes, including Service Contracts and Entitlements.
- Gather requirements, write user stories, functional specs, acceptance criteria, process flows, and use cases.
- Configure Salesforce CPQ for products, bundles (nested/standalone), rules, attributes, guided selling, pricing & discounting.
- Implement Advanced Approvals (quote/quote line, smart approvals).
- Partner with business stakeholders and technical teams to deliver scalable CPQ solutions.
- Support Agile ceremonies: backlog grooming, sprint demos, retrospectives, and sprint planning.
- Perform root cause analysis for issues and recommend solutions.
- Drive data migration/integration projects using Salesforce Data Loader, SQL, and SOQL queries.
- Provide documentation, training, and functional support across the organization.
Required Skills:
- 8–10 years of overall IT experience with at least 5+ years in Salesforce CPQ.
- Proven hands-on Salesforce CPQ implementation experience (certification preferred).
- Strong understanding of Quote-to-Cash and Opportunity-to-Invoice processes.
- Functional expertise in product/bundle setup, rules, guided selling, pricing, discounting, approvals.
- Experience in Service Contracts and Entitlement management.
- Proficiency in SQL/SOQL queries for data analysis and troubleshooting.
- Strong communication and stakeholder management skills.
- Self-starter with high motivation and ability to thrive in a fast-paced Agile environment.
Nice to Have:
- Salesforce CPQ Specialist Certification.
- Familiarity with NetSuite integrations or other ERP platforms.
- Exposure to Agile modeling sessions & DevOps tools.
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