NetSuite Sales & CPQ Administrator

Responsibilities and Duties

• Own the configuration, optimization, and ongoing enhancement of NetSuite CPQ to support scalable, accurate, and efficient sales quoting and order processes.
• Partner with Sales, Sales Operations, Customer Service, Finance, and Accounting to ensure CPQ aligns with evolving business requirements.
• Translate business needs into scalable system solutions, including workflows, forms, records, and automation.
• Support Sales Order Management, Order Entry, Customer Service workflows, and downstream financial impacts within NetSuite.
• Ensure CPQ and sales processes integrate seamlessly with Shopify, POS, and other connected platforms.

Core NetSuite Functional Support

• Support key financial and operational modules including General Ledger (GL), Accounts Payable, Intercompany transactions, Bill Capture, and AP automation.
• Configure and maintain workflows, forms, saved searches, dashboards, roles, and permissions across functional areas.
• Support multi-book accounting, multi-currency environments, and country-specific localizations to enable global operations.
• Ensure system configurations align with accounting policies, internal controls, and compliance requirements.

System Design and Solution Lifecycle Management

• Manage end-to-end solution delivery lifecycle including requirements gathering, functional design, testing (UAT), deployment, documentation, and post-go-live support.
• Design scalable, future-ready business processes that support growth across multiple business units and geographies.
• Identify upstream and downstream impacts of system changes, enhancements, and customizations.
• Collaborate with technical teams and stakeholders to ensure successful implementation of enhancements and integrations.

Reporting, Analytics and Data Governance

• Develop and maintain a robust library of saved searches, reports, dashboards, and SuiteAnalytics workbooks to support operational and strategic decision-making.
• Support Finance, Accounting, Operations, Supply Chain, and Sales teams with accurate KPIs, reporting, and data insights.
• Ensure data integrity, consistency, and adherence to governance standards across all NetSuite datasets.
• Continuously improve reporting structures to enhance visibility into business performance.

Business Systems Support and User Enablement

• Provide day-to-day support for NetSuite users, troubleshooting issues and resolving system-related inquiries in a timely manner.
• Serve as a key escalation point for system issues, coordinating with internal IT and external partners when needed.
• Manage user access, roles, permissions, and security in alignment with internal controls and governance policies.
• Develop training materials, SOPs, and knowledge base documentation to improve user adoption and system understanding.
• Deliver end-user training for new hires and ongoing system updates.

Continuous Improvement and Quality Assurance

• Identify opportunities for process optimization, automation, and system enhancement across sales and financial systems.
• Lead regression testing and validation during NetSuite releases and system updates.
• Participate in UAT for new features, enhancements, and integrations to ensure system stability and usability.
• Monitor system performance and user feedback to drive continuous improvement initiatives.
• Standardize processes across departments through documentation and automation.

Cross-Functional Collaboration

• Partner closely with Sales, Customer Service, Operations, Supply Chain, Shipping, Finance, Accounting, and IT to support end-to-end business processes.
• Act as a liaison between business stakeholders and technical teams to ensure clear communication of requirements and solutions.
• Collaborate with third-party vendors and implementation partners to resolve system and integration issues.
• Build strong relationships across the organization to ensure systems effectively support operational and strategic goals.