Remote Salesforce Consultant

Summary

The job is for an experienced Salesforce Consultant specializing in the Revenue Cloud, focusing on CPQ solutions. The role involves working with clients remotely to design and implement these solutions. The candidate should have at least 3 years of industry experience, be skilled in defining business processes, and have relevant Salesforce certifications.

Requirements

• 3+ years of Salesforce industry experience in a consulting capacity working with the Revenue Cloud
• Prior experience as a Business Analyst/Consultant or similar role on 2+ CPQ projects that were at least 6 months in duration
• Hands-on declarative configuration experience implementing products and price books, price rules, flows, advanced approvals, discounting, quoting, invoicing, and amendment and renewal processes
• Ability to serve as a liaison between both business and technical teams to drive effective, timely solutions that fulfill both strategic and operational needs
• Skilled at defining and documenting current and future state business processes and requirements for ongoing system improvement initiatives
• Working knowledge of custom development concepts such as flows, lightning components, apex, triggers and web services
• Excellent client-facing written and oral communications skills
• Experienced in executing gap analysis and requirements traceability matrices
• Experienced in project management theories, practices, and methods including Agile
• Experience in the High Tech or Manufacturing industries highly desired
• Active Salesforce certifications or ability to achieve relevant certifications upon hire within first several months
• Required Salesforce certifications: Administrator, CPQ Specialist
• Preferred Salesforce certifications: Billing Specialist Superbadge, Advanced Billing Specialist Superbadge, Sales Cloud Consultant, Service Cloud Consultant, Experience Cloud Consultant
• Understanding of complementary CPQ applications such as Logik.io, DigitalRoute, DocuSign CLM, Conga Contracts, Xactly, Zilliant, PROS, and Avalara Tax
• Bachelor’s degree in business, computer science, or engineering

Responsibilities

• Working closely with a Solution Architect in a client-facing capacity, your primary responsibility is to identify and document business processes, gather, synthesize, and translate business requirements into user stories, and complete the declarative configurations required
• Co-lead discovery workshops to gather, define, and document current state and future state business processes and functional requirements
• Document requirements in the form of process flow diagrams and user stories
• Participate in the creation of prototypes and proof-of-concepts and demonstrate solution functionality to client stakeholders as needed
• Complete declarative configurations for Salesforce Revenue Cloud projects, including products and price books, price rules, flows, advanced approvals, discounting, quoting, invoicing, and amendment and renewal processes
• Develop implementation estimates and plans for phases of the delivery lifecycle, including configuration, development, testing, training, communications, deployment, and post go-live support
• Design user story test scripts and participate in end-user acceptance testing
• Demonstrate a strong understanding of Salesforce Revenue Cloud capabilities and clearly communicate its limitations and best practices to clients
• Develop and present solution options to client, evaluating the pros and cons of declarative configuration against code and customization
• Perform impact analysis for scope change requests, document changes to requirements, configuration, and data mapping
• Participate in training content development and administrator and end-user training delivery

Benefits

• Competitive compensation package
• Health, vision, dental, life & disability insurance
• Flexible, collaborative work environment with a commitment to work life balance
• Work anywhere, with full remote and hybrid options depending on location
• Learn and challenge yourself in a fast-paced, growing tech company