Salesforce CPQ Specialist
Salesforce CPQ Specialist
Posted on :
22-05-2025
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1 Vacancy
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Job Description
Caseware is one of Canadas original Fintech companies having led the global audit and accounting software industry for over 30 years with more than 500000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
Caseware is searching for a Salesforce CPQ specialist to join our team within our Enterprise Systems team. In this role youll collaborate with our technical support and sales teams to establish the project vision analyze business requirements design Salesforce solutions manage projects and lead Salesforce implementations.
This a fulltime permanent position
Location:This role is hybrid. You will be required to work from ourToronto office 3days a week located at 351 King Street East Toronto ON.
What you will be doing:
- Lead Sales and Quote to Cash business process review sessions to identify user stories/requirements
- Lead Salesforce CPQ solution design sessions from the identified user stories/requirements
- Responsible for build activities via configuration on the Salesforce Platform (Sales Cloud Salesforce CPQ Salesforce B2B C ecommerce)
- Facilitate business process reviews to identify client requirements and processes.
- Facilitate unit system and enduser testing
- Support enduser training and documentation
- Manage project status timelines risks for overall project or individual workstream
What you will bring:
- College degree or equivalent experience required
- 57 years experience in Salesforce consulting preferred
- 2 years experience performing CPQ consulting implementations preferred (CPQ solutions for Apttus Oracle CPQ or other CPQ solutions within Salesforce)
- Proficient in the process areas related to CPQ such as Quote to Cash Product Master Data Management Contract Lifecycle Management
- Proficient at leading requirements and design sessions for client stakeholders across the areas of Sales Quote to Cash and/or Marketing
- Proficient at managing status timeline and risks at the program or workstream level
- Deep understanding of the Salesforce platform (Sales Cloud Salesforce CPQ/Revenue Cloud)
- Proven ability to work well independently and within a team environment
- Proficient in documenting requirements and solution design deliverables
- Excellent clientfacing and oral communication skills
Whats in it for you:
Innovation is at our core. We work with cuttingedge technology in accounting and financial reporting constantly pushing the boundaries to create impactful software solutions.
We are committed to a collaborative culture where your ideas are valued and knowledge sharing is encouraged within a supportive inclusive team.
Worklife balance is important to us. We offer flexible work options remote opportunities and generous timeoff policies to ensure a healthy worklife balance.
We offer competitive compensation including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
Recognition and rewards matter to us. We celebrate hard work through recognition programs performance bonuses and opportunities for career growth.
We embrace global opportunities. Work on international projects and collaborate with a diverse global team.
About Caseware:
Casewares cuttingedge software products are meticulously designed for accounting firms corporations and teams are continually collaborating innovating and building upon our existing suite of products. With a customerfocused mindset we are building technology that is shaping what the future of audits financial reporting and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020 Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Casewares core values is Many Voices One Team and with that in mind were dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process please email our People Operations team at
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @ and our open positions are always listed on reputable job boards and on our website We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer proceed with extreme caution.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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