Consultant (Billing)

Role Responsibilities

• Hands-on Configuration: Partner with the Lead Architect to configure and deploy Salesforce Revenue Cloud Billing solutions, specializing in order orchestration, billing schedules, and automated invoice generation.
• Financial Feature Setup: Implement and test complex billing treatments, tax rules (e.g., Avalara), payment gateway connections, and dunning processes based on established architectural designs.
• Revenue Recognition Execution: Set up and maintain Revenue Recognition rules, finance books, and revenue distributions to ensure compliance with ASC 606 / IFRS 15 standards.
• Subscription & Usage Lifecycle: Configure billing rules for various monetization models, including evergreen subscriptions, usage/consumption-based pricing, milestone billing, and mid-term amendments.
• Testing & Business Alignment: Drive User Acceptance Testing (UAT) cycles alongside finance and accounting stakeholders, ensuring the configured billing engine aligns perfectly with corporate ledger requirements.
• Data & Integration Support: Assist technical teams in mapping data fields between Salesforce Billing and downstream ERP systems (e.g., NetSuite, SAP) to ensure clean general ledger (G/L) integration.

Experience/Skills Required

• Experience: 2–4 years of hands-on configuration and implementation experience specifically within Salesforce Revenue Cloud Billing (formerly Salesforce Billing).
• Skills: Salesforce Certified CPQ Specialist (Required); Salesforce Certified Revenue Cloud Consultant (Highly Preferred or actively pursuing).
• Functional Knowledge: Solid understanding of standard finance and accounting concepts, such as accounts receivable (A/R), credit/debit notes, and revenue recognition triggers.
• Technical Proficiency: Strong declarative development skills (Flows, validation rules) and experience using Data Loader for complex financial data migrations.
• Ability to travel as required to client sites

Additional Preferred Experience/Skills

• Bachelor’s Degree preferred, or equivalent experience
• Operational experience in channel sales, field sales, inside sales, sales operations, marketing operations, digital marketing, customer service, customer support, field service, or account management
• Finance or accounting experience is a plus
• Experience creating Salesforce technical requirements specifications for custom development is a plus

Why Coastal, and what we offer

We provide a flexible working environment with emphasis on a life-work balance, remote work options, and competitive benefits including unlimited paid time off, 401K with company match, medical, vision, and dental coverage, and quarterly bonuses. We also offer continuing education and certification reimbursements, and opportunities for growth and networking.