CPQ Lead

This role is responsible for providing overall mentorship regarding architecture, strategies and techniques for the CPQ and billing product solutions to customers.

Key Responsibilities

  • Technical design and implementation of Quote to Cash solutions using Salesforce CPQ and billing
  • Create proof of concepts (POCs) and build prototypes quickly to evaluate the mapping of custom CPQ functionality to Salesforce CPQ
  • Design application architecture solutions that span multiple Salesforce Clouds (Sales, Service, Marketing, Analytics, Social, Communities) that meet business requirements
  • Be recognized as a technical & functional specialist in CPQ and Billing
  • Optimization of solutions through an understanding of business needs and technology capabilities
  • Pro-actively identify opportunities for automation, process & design improvements
  • Serve as a Lead developer to ensure deliverables for Salesforce.com projects are done in line with best practices and strategic platform direction
  • Individual contributor with comprehensive knowledge of the Salesforce platform, including technical and functional capabilities; ability to execute on highly complex or specialized projects.
  • Oversight of multiple vendors involved with Salesforce configuration and development work
  • Participate in the development of architectures, strategies, and policies around data governance, including master data management, metadata management, data quality and data profiling
  • Communicate and work effectively with cross functional teams including business teams, product teams, global IT Apps teams, consultants & vendor
  • Document as-is and to-be architecture solutions. Present complex solutions options and benefits to key technical program stakeholders.
  • Collaborate with Salesforce technical team to ensure Salesforce development teams follow best practices when architecting, programming or documenting solutions.
  • Maintain up-to-date knowledge of a broad range of emerging technology trends and identifies opportunities where technology might be deployed to deliver business improvements and competitive advantage.

Required Capabilities

  • 4+ years of practical experience in Salesforce CPQ Implementation.
  • Good Experience in implementing Hi-Tech CPQ Projects
  • 2+ full cycle implementations of Salesforce CPQ and billing solutions including ownership of technical solution design
  • Extensive knowledge of product configuration, complex pricing rules & sequence, quote configurator plugins & Salesforce CPQ APIs
  • Proficiency in various CPQ functionalities like perpetual and subscription-based licensing, seasonal licensing, amendments, extensions, co-terming and renewals
  • Solid experience in data migration strategy, tools and processes to migrate data between custom CPQ and billing systems to Salesforce CPQ and billing
  • Experience with quote document generation and integration with DocuSign
  • Strong understanding of environment management, release management, code versioning best practices, and deployment methodologies
  • Understanding of QCP and be able to do basic scripting

Desired Certifications

  • Salesforce Certified CPQ Specialist (Required)
  • Salesforce Certified Administrator
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant