Salesforce CPQ Process Optimization Specialist

1 week ago

Shimoga, Karnataka, India beBeeSpecialist Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Job Title

We are seeking a seasoned professional to drive Quote-to-Cash process implementations and optimizations. The ideal candidate will have in-depth expertise in Salesforce CPQ, functional skills, and strong business acumen to bridge the gap between technical teams and business stakeholders.

Key Responsibilities:

  • 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.

Must-Have Skills & Experience:

  • 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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