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Amelia May
Entrepreneurship, Recruitment, & Business Development
Title: Salesforce CPQ Solution Architect
Our client, a boutique Salesforce SI firm focused on lead to invoice solutions on the Salesforce platform is seeking a Salesforce CPQ Solution Architect. Our client focuses on user experience and automation to streamline client operations and increase user adoption.
Job Description:
The Salesforce CPQ Solution Architect role is an admin focused role, not a developer role. You will be responsible for working directly with and running client projects, from designing the solution to working with a consultant/senior consultant to build the solution as well as writing acceptance criteria for testing and deployment. Design sessions with clients and meetings to define solutions would be the main focus of the role, with very light travel on client request, estimated at 2-4 times per year. While we grow, you will be expected to get hands on and build. Over time, you would hand off designs to a senior consultant who would work on the build of the solution with your oversight.
You are expected to know Salesforce CPQ, Sales Cloud, Service Cloud, and Communities, and can put together solutions that span across clouds as well as integrate to other systems, such as ERP or CLM systems. Additionally, your assistance in general sales scoping would be requested, as needed, from the sales team.
Salary:
The role consists of a base salary, depending on experience, at 120k-150k, and a billable hour bonus, up to 20% paid monthly. You will be measured based on customer satisfaction, project quality, and project profitability.
Location:
This is a remote role, preferred in the Jacksonville, FL area but open to the United States, with limited travel.
Responsibilities and Duties:
● Build and maintain relationships with clients
● Manage client projects
● Lead business process reviews (BPRs) to define and document client processes
● Hold meetings with clients
● Design Salesforce and related AppExchange implementation solutions for clients
● Configure Sales Cloud, Service Cloud, Community Cloud, Quotes, CPQ, Conga Composer, and various additional Salesforce and related AppExchange products with Salesforce workflow tools, such as Flow and Approval Processes
● Continuous training and learning about the Salesforce platform and related AppExchange products, including staying up to date on Salesforce’s releases
● Data exporting and importing using tools such as Workbench, Data Loader, and Dataloader.io
● Deployment from Sandbox to Production using Change Sets or DevOps packages, such as Copado Essentials
● Train clients, both their admins on the Salesforce configuration and their trainers/end users on how to use the solution that was configured
● Provide support to clients engaged in support agreements
● Track time worked throughout the week and provide notes on work done for client project reporting
Qualifications:
● 5+ years of experience working with Salesforce CPQ and third party CLM solutions.
● 3+ years of experience leading Salesforce CPQ projects in a solution architect role dedicated to working on the Salesforce platform
● Salesforce Certified Application Architect, Service Cloud Consultant or Experience Cloud Consultant is a plus
● Experience on projects with CPQ+ - Advanced Approvals, Order Management, and Usage Based Products
● Salesforce CPQ Billing experience is a plus
● Experience on projects that integrate ERP systems, such as NetSuite or Sage Intacct
● Experience on projects that integrate CLM systems, such as Conga CLM/Contracts for Salesforce, DocuSign CLM, or Ironclad
● Experience working with Document Generation tools, such Conga Composer, DocuSign DocGen, and OmniScript as part of CPQ+
● Ability to accurately scope a level of effort based on business processes and needs and translate them into tasks/user stories and prioritize them across a team
● Strong verbal and written interpersonal and communication skills
● Ability to work independently and under tight deadlines
● Ability to work from a home office
● Strong attention to detail
● Ability to clearly communicate with clients in English
● Must be able to legally work in the United States without requiring sponsorship of a visa for employment now or in the future
Education Requirements:
● Bachelor’s Degree or equivalent experience
Benefits:
● Health, Dental, and Vision insurance
● Unlimited PTO policy
● Potential for 401k inclusion
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting
Industries
Business Consulting and Services
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