Salesforce Consultant - Remote | WFH
Salesforce Consultant - Remote | WFH
Get It Recruit - Finance
Mill Valley, CA
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About Us:
Founded in 2005, our company specializes in transforming the quote-to-cash process for our clients. We are leading the way in the Total Commerce category, a rapidly growing segment in the tech industry. Join us to work with the best, contribute to our growth from the ground floor, and be part of one of the most rewarding workplaces.
Over the years, we've successfully completed over 100 CPQ projects, enabling industry leaders like ADP, CDK Global, NetApp, and Schneider Electric to automate their most complex quote-to-cash processes.
Who We Are Looking For:
We are seeking an experienced Salesforce Consultant with strong business analyst skills, focusing on the Revenue Cloud. You excel in collaborating with clients to design and implement CPQ (Steelbrick) solutions, delivering excellence for yourself, your team, and your clients. You have a knack for understanding client pain points and envisioning solutions with the Revenue Cloud.
Responsibilities:
Since 2005, we have been a trusted partner for enterprise quote-to-cash transformations. Our success stems from our commitment to client satisfaction and our supportive, collaborative company culture that values personal growth and work-life balance.
Employment Type: Full-Time
Founded in 2005, our company specializes in transforming the quote-to-cash process for our clients. We are leading the way in the Total Commerce category, a rapidly growing segment in the tech industry. Join us to work with the best, contribute to our growth from the ground floor, and be part of one of the most rewarding workplaces.
Over the years, we've successfully completed over 100 CPQ projects, enabling industry leaders like ADP, CDK Global, NetApp, and Schneider Electric to automate their most complex quote-to-cash processes.
Who We Are Looking For:
We are seeking an experienced Salesforce Consultant with strong business analyst skills, focusing on the Revenue Cloud. You excel in collaborating with clients to design and implement CPQ (Steelbrick) solutions, delivering excellence for yourself, your team, and your clients. You have a knack for understanding client pain points and envisioning solutions with the Revenue Cloud.
Responsibilities:
- Collaborate with Solution Architects in client-facing roles to identify, document, and translate business requirements into user stories and declarative configurations.
- Lead discovery workshops to define current and future state business processes and requirements.
- Create process flow diagrams and user stories to document requirements.
- Develop prototypes and proof-of-concepts, demonstrating solution functionality to client stakeholders.
- Perform declarative configurations for Salesforce Revenue Cloud projects, including products, price books, flows, approvals, quoting, invoicing, and renewal processes.
- Estimate and plan project phases including configuration, development, testing, training, deployment, and support.
- Design user story test scripts and participate in user acceptance testing.
- Demonstrate deep understanding of Salesforce Revenue Cloud capabilities, advising clients on best practices and limitations.
- Evaluate and present solution options to clients, weighing declarative configuration against customization.
- Handle scope changes, documenting impacts on requirements, configuration, and data mapping.
- Assist in training content development and delivery for administrators and end-users.
- Stay updated on new Salesforce products and technical capabilities.
- 3+ years of Salesforce consulting experience, focusing on Revenue Cloud.
- Experience as a Business Analyst/Consultant on at least 2 CPQ projects.
- Hands-on experience with declarative configurations for CPQ processes.
- Ability to bridge business and technical teams, delivering strategic solutions.
- Proficiency in documenting business processes and requirements.
- Familiarity with Salesforce development concepts and Agile project management.
- Experience with tools like Conga, JIRA, and similar is desirable.
- Industry experience in High Tech or Manufacturing sectors preferred.
- Active Salesforce certifications (Administrator, CPQ Specialist) required; additional certifications preferred.
- Bachelor's degree in business, computer science, or engineering.
- Competitive compensation and benefits package.
- Comprehensive health, vision, dental, life, and disability insurance.
- Flexible and collaborative work environment promoting work-life balance.
- Remote work options with potential for hybrid models based on location.
- Opportunity to grow in a dynamic, fast-paced tech company.
Since 2005, we have been a trusted partner for enterprise quote-to-cash transformations. Our success stems from our commitment to client satisfaction and our supportive, collaborative company culture that values personal growth and work-life balance.
Employment Type: Full-Time
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Information Technology -
Industries
Human Resources Services
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Expression of Interest - Salesforce Technical Consultant
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