
Senior Salesforce Consultant – Revenue Cloud Advanced
4 days ago
Overview:
Who We Are
At Eide Bailly, we are passionate about helping our clients embrace innovation and drive transformation. Our Technology Consulting team partners with organizations to deliver impactful solutions across CRM, ERP, automation, and analytics. We foster a collaborative environment where your expertise is valued, and your growth is supported.
Responsibilities:
What You'll Do
As a Senior Salesforce Consultant specializing in Revenue Cloud Advanced (RCA), you will lead the design and delivery of modern quote-to-cash solutions. You'll work closely with clients to translate complex pricing and packaging strategies into scalable Salesforce configurations, leveraging RCA, OmniStudio, and custom development.
Key Responsibilities:
- Lead discovery sessions to map quote-to-cash processes including CPQ, approvals, order orchestration, and subscription lifecycle.
- Design RCA solutions covering Product Catalog, Bundles, Pricing & Discounting, Approvals, Document Generation, and downstream processes.
- Define scalable data models and pricing strategies including co-terming, ramp deals, and usage-based pricing.
- Configure RCA components such as product models, attributes, pricing rules, quote flows, and renewals.
- Build guided selling experiences using OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures); extend with LWC/Apex as needed.
- Integrate with ERP, tax, and payment systems via MuleSoft or APIs.
- Lead data migration for products, price books, contracts, quotes, and assets/subscriptions.
- Establish CI/CD pipelines using DevOps Center/Git and drive testing, UAT, and cutover.
- Serve as a trusted advisor, translating business goals into technical solutions.
- Conduct demos, produce documentation, and enable clients post-go-live with KPIs like quote cycle time and renewal rate.
- Mentor junior consultants and developers.
- Troubleshoot complex RCA and integration issues and promote continuous improvement.
Qualifications:
Who You Are
You are a strategic thinker and hands-on builder with deep expertise in Salesforce Revenue Cloud Advanced. You thrive in fast-paced environments and enjoy mentoring others while delivering high-impact solutions.
Required Qualifications:
- 5+ years of Salesforce experience.
- 3+ years in CPQ/Revenue Cloud with at least one RCA implementation.
- Hands-on expertise in RCA configuration including product catalog modeling, bundles/options, attributes, pricing & discounting, approvals, quote templates, order orchestration, amendments/renewals, and asset/subscription lifecycle.
- Deep understanding of quote-to-cash processes including co-terming, ramped pricing, multi-year deals, evergreen vs. term subscriptions, usage/consumption pricing, promotions, and guided selling.
- Strong Salesforce data modeling and declarative automation skills.
- Proficiency with OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures).
- Familiarity with Apex/LWC and integration patterns (platform events, REST).
- Experience with DevOps Center/Git and Agile delivery methodologies.
Preferred Qualifications:
- Salesforce certifications: CPQ Specialist, Revenue Cloud Consultant, Administrator, App Builder.
- Additional certifications: Billing Specialist, OmniStudio Consultant.
- Experience migrating from Salesforce CPQ (classic) to Revenue Cloud Advanced.
- Exposure to Salesforce Billing or third-party invoicing/collections.
- Industry experience in B2B High Tech, Manufacturing, Professional Services, or Communications.
- Familiarity with document generation tools (e.g., Conga, S-Docs) and tax/payment systems (e.g., Avalara, Stripe).
- Experience with Sales Cloud, Service Cloud, and Experience Cloud in quote-to-cash journeys.
- Understanding of revenue analytics/KPIs and executive-level storytelling.
- Prior work with MuleSoft (Anypoint/IDP) or similar middleware.
Soft Skills:
- Executive-ready communication; able to simplify complex RCA topics and defend design decisions.
- Structured problem solver with strong attention to detail.
- Collaborative leader who upskills teams and champions best practices.
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