Salesforce CPQ Specialist

Summary

We are seeking a highly skilled Salesforce CPQ Specialist to join our CRM and Sales Operations team. This role is critical in ensuring the accuracy, scalability, and efficiency of our Quote-to-Cash processes. You will take ownership of the Salesforce CPQ platform—driving enhancements, maintaining pricing and product structures, and enabling the sales team to quote efficiently and accurately.

Major Responsibilities

• Configure, maintain, and optimize Salesforce CPQ, including:
  • Product and bundle setup
  • Product rules, pricing rules, discount schedules, and approval workflows
  • Quote templates and document generation
  • Contract and subscription management
  • Renewal processes
• Partner with Finance, Product, and Sales Operations to ensure accurate product catalog management.
• Develop and manage CPQ logic, validations, automation, and data models.
• Troubleshoot CPQ issues, perform root cause analysis, and deploy fixes or enhancements.
• Collaborate with sales and Salesforce team leadership to inform CPQ roadmap.
• Design CPQ solutions with scalability and long-term maintenance in mind.
• Support Administrators to manage CPQ-related Sales Cloud features, including opportunities, accounts, contacts, pricebooks and pricebook entries, territories, activities, and forecasting.
• Maintain and optimize automation that supports sales processes.
• Ensure data integrity and support data stewardship activities.
• Serve as the go-to resource for sales reps and managers regarding quoting processes and CPQ functionality.
• Deliver enablement sessions, create documentation, and provide ongoing support.
• Partner with sales leadership to analyze process inefficiencies and propose CPQ/CRM improvements.
• Monitor adoption and usage of CPQ, providing insights and recommendations.
• Work closely with:
• Sales to streamline quoting and selling workflows.
• Finance to maintain pricing accuracy and approval logic.
• Product to manage catalog updates and new product readiness.
• Salesforce administrators to support Sales Cloud activities, including flows and advanced technical solutions.
• Developers for processes requiring custom scripts, Apex or integrations.
• Support CPQ-related testing, release validation, and post-deployment verification.
• Maintain documentation for CPQ configuration, processes, and feature enhancements.
• Follow established Salesforce governance and architectural standards.
• Identify opportunities for automation, simplification, and process alignment across Quote-to-Cash.

Qualifications

• 3+ years of experience administering or configuring Salesforce, including Sales Cloud.
• 2+ years of hands-on Salesforce CPQ (SteelBrick) experience.
• Strong understanding of Quote-to-Cash lifecycle, pricing methodologies, and product configuration.
• Experience with Salesforce declarative tools (Flows, validation rules, custom fields, reports, dashboards).
• Understand downstream impacts of CPQ changes on reporting, renewals, and financial processes.
• Must have knowledge of Salesforce.com security (role hierarchy, profiles, permission sets, and sharing rules).
• Excellent analytical skills and ability to troubleshoot complex system issues.
• Strong communication skills with ability to translate technical concepts to non-technical stakeholders.
• Experience in working on multiple assignments while meeting strict deadlines.
• Proficiency in Microsoft Word, Excel, Outlook, and Teams.
• Demonstrated ability to work in a team environment.
• An eagerness for acquiring new knowledge.

Preferred

• Salesforce Certified CPQ Administrator certificate.
• Salesforce Administrator or Advanced Administrator Certification.
• Experience with subscription or recurring revenue models.
• Understanding of approval processes, DocuSign/CLM tools, or order management systems.
• Able to write basic SOQL queries for troubleshooting and analysis.

Physical Requirements

• Ability to work at a computer for extended periods and manage multiple task simultaneously.
• Ability to effectively communicate with both technical and non-technical audiences, using a variety of communication tools and methods.
• Ability to maintain focus and attention for extended periods.
• Ability to commute into the office.
• Occasional travel of less than 5% may be required.