Salesforce CPQ Consultant
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
14 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description: Salesforce CPQ Consultant
Location:Dallas TX or Irvine CA
Employment Type: Contract 6 months
About the Role
We are seeking a skilled Salesforce (Steelbrick) CPQ Consultantto join our team. The ideal candidate will have strong expertise in Salesforce CPQ configuration and implementation with the ability to translate complex business requirements into scalable and efficient solutions. You will work closely with clients and internal teams to design implement and optimize Salesforce CPQ processes that support sales operations and revenue growth.
Key Responsibilities
Lead requirements gathering sessions with stakeholders to understand business processes related to quoting pricing product configuration and approvals.
Configure and customize Salesforce CPQ features including product catalogs pricing rules discount schedules quote templates and approval processes.
Collaborate with technical teams to design and implement CPQ integrations with other Salesforce Clouds (Sales Cloud Service Cloud) and external systems (ERP billing etc.).
Develop and maintain detailed documentation for configurations processes and user training.
Provide subject matter expertise in Salesforce CPQ best practices to clients and project teams.
Support testing deployment and post-implementation support activities.
Troubleshoot and resolve CPQ-related issues in a timely manner.
Mentor junior consultants and support knowledge sharing within the team.
QualificationsRequired:
o 3 years of hands-on experience with Salesforce CPQ implementation and configuration.
o Strong understanding of Salesforce Sales Cloud and related objects (Accounts Opportunities Quotes Products Price Books).
o Experience with CPQ features such as product bundles pricing methods discounting rules quote-to-cash processes and approvals.
o Ability to gather requirements design solutions and clearly communicate recommendations to both technical and non-technical stakeholders.
o Salesforce Certified CPQ Specialist (or willingness to achieve certification within 3 months of hire).
Preferred:
o Salesforce Administrator or Salesforce Platform App Builder certification.
o Experience with DocuSign CLM Conga or other quote-to-cash tools.
o Familiarity with NetSuite ERP or billing system integrations.
o Strong analytical problem-solving and communication skills.
Location:Dallas TX or Irvine CA
Employment Type: Contract 6 months
About the Role
We are seeking a skilled Salesforce (Steelbrick) CPQ Consultantto join our team. The ideal candidate will have strong expertise in Salesforce CPQ configuration and implementation with the ability to translate complex business requirements into scalable and efficient solutions. You will work closely with clients and internal teams to design implement and optimize Salesforce CPQ processes that support sales operations and revenue growth.
Key Responsibilities
Lead requirements gathering sessions with stakeholders to understand business processes related to quoting pricing product configuration and approvals.
Configure and customize Salesforce CPQ features including product catalogs pricing rules discount schedules quote templates and approval processes.
Collaborate with technical teams to design and implement CPQ integrations with other Salesforce Clouds (Sales Cloud Service Cloud) and external systems (ERP billing etc.).
Develop and maintain detailed documentation for configurations processes and user training.
Provide subject matter expertise in Salesforce CPQ best practices to clients and project teams.
Support testing deployment and post-implementation support activities.
Troubleshoot and resolve CPQ-related issues in a timely manner.
Mentor junior consultants and support knowledge sharing within the team.
QualificationsRequired:
o 3 years of hands-on experience with Salesforce CPQ implementation and configuration.
o Strong understanding of Salesforce Sales Cloud and related objects (Accounts Opportunities Quotes Products Price Books).
o Experience with CPQ features such as product bundles pricing methods discounting rules quote-to-cash processes and approvals.
o Ability to gather requirements design solutions and clearly communicate recommendations to both technical and non-technical stakeholders.
o Salesforce Certified CPQ Specialist (or willingness to achieve certification within 3 months of hire).
Preferred:
o Salesforce Administrator or Salesforce Platform App Builder certification.
o Experience with DocuSign CLM Conga or other quote-to-cash tools.
o Familiarity with NetSuite ERP or billing system integrations.
o Strong analytical problem-solving and communication skills.
Required Experience:
Senior IC
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
About Company
OSI Digital is a global leader in offering expert business and technology solutions across industries that accelerate digital transformation for our customers.
