Salesforce CPQ and Billing Specialist

Salesforce CPQ and Billing Specialist

Job Description:

We are looking for an experienced Salesforce CPQ and Billing Specialist to join our team. The ideal candidate will have 5-6 years of hands-on experience in implementing and managing Salesforce CPQ and Billing solutions, with a strong understanding of the end-to-end sales process. You will work closely with cross-functional teams to design, configure, and support CPQ and Billing functionality, ensuring seamless integration with other Salesforce modules and optimizing processes for scalability and efficiency.

Key Responsibilities:

1. Salesforce CPQ Implementation & Customization:
   • Design, configure, and implement Salesforce CPQ solutions to automate the quoting, pricing, and contracting process.
   • Develop custom solutions within Salesforce CPQ to meet business requirements and enhance process efficiency.
   • Customize product bundles, pricing rules, discount schedules, and approval workflows as per business needs.
2. Salesforce Billing Configuration & Support:
   • Implement Salesforce Billing for automated invoicing, payment processing, and revenue recognition.
   • Configure billing schedules, tax calculations, revenue splits, and payment processing in alignment with accounting standards and regulations.
   • Work with finance teams to ensure accurate reporting and adherence to billing and revenue recognition policies.
3. Integration & Data Management:
   • Collaborate with IT and development teams to integrate Salesforce CPQ and Billing with external ERP and CRM systems.
   • Manage data migration, cleansing, and mapping between systems for seamless information flow.
   • Optimize data integrity and ensure compliance with data privacy and security standards.
4. Process Optimization & Automation:
   • Analyze and optimize current processes related to quoting, billing, and payment workflows.
   • Implement automation tools and process enhancements to improve operational efficiency.
   • Create and maintain process documentation, guidelines, and best practices for CPQ and Billing.
5. Stakeholder Collaboration & Training:
   • Work closely with sales, finance, and operations teams to gather and refine requirements.
   • Provide user training, develop training materials, and deliver workshops to ensure effective system usage.
   • Conduct regular reviews with stakeholders to align system configurations with business goals.
6. Maintenance & Troubleshooting:
   • Perform regular system checks, manage Salesforce releases, and troubleshoot any issues within CPQ and Billing modules.
   • Handle escalated support requests and system enhancements to improve user experience.
   • Participate in testing and quality assurance processes to ensure system reliability and functionality.

Qualifications:

• 5-6 years of experience in Salesforce with a strong focus on Salesforce CPQ and Salesforce Billing.
• Proven expertise in configuring Salesforce CPQ, including product catalog setup, pricing and discounting, approval workflows, and contract management.
• Experience with Salesforce Billing for invoicing, revenue recognition, and financial reporting.
• Strong understanding of sales processes, billing cycles, and revenue recognition standards.
• Proficiency in Salesforce Lightning, declarative tools, and experience with custom configurations.
• Knowledge of Apex, Visualforce, and Salesforce APIs is a plus.
• Experience with integration of Salesforce CPQ and Billing with ERP systems (e.g., SAP, Oracle) is desirable.
• Excellent problem-solving skills and attention to detail.
• Strong communication skills with the ability to collaborate effectively across teams.

Preferred Certifications:

• Salesforce Certified CPQ Specialist
• Salesforce Certified Billing Specialist
• Salesforce Administrator or Advanced Administrator

Experience Level

Senior Level