Role : Sr. Salesforce CPQ Configurator

Experience : 6 to 8 Years

Shift Timing : 11 AM 8 PM (Minimum 4 Hours US Overlap Mandatory)

Location : Bangalore Manyata Tech Park

Work Mode : 5 Days Work From Office

Job Description :

We are looking for an experienced and highly skilled Senior Salesforce CPQ Configurator to lead the functional design, configuration, and optimization of the Quote-to-Cash (QTC) ecosystem. The candidate will play a critical role in designing scalable CPQ solutions with a strong focus on configuration-driven architecture rather than custom development.

The ideal candidate should possess deep expertise in Salesforce CPQ data models, pricing architecture, product configuration, approvals, and automation processes.

Core Responsibilities :

Advanced Salesforce CPQ Architecture :

Product Configuration & Modeling :

- Design and maintain complex Product Bundles including :

1. Nested Bundles

2. Dynamic Bundle Options

3. Configuration Attributes

4. Feature-based product selection

- Configure scalable product catalog structures aligned with business requirements.

Pricing & Discounting Logic :

- Build and optimize advanced CPQ pricing mechanisms using :

1. Price Rules

2. Discount Schedules

3. Summary Variables

4. Product Rules

- Handle complex pricing scenarios such as :

1. Volume-based pricing

2. Tiered discounts

3. Contract pricing

4. Subscription pricing

5. Multi-currency pricing models

Guided Selling & Validation :

- Implement Guided Selling solutions to help sales teams select appropriate products.

- Configure Product Selection Rules and Validation Rules to ensure accurate quote creation and reduce manual errors.

Process Automation & Quote Output Management

Salesforce Flow Automation :

- Develop and maintain Salesforce Flows for CPQ-related business processes including :

1. Opportunity synchronization

2. Contract generation

3. Amendment processes

4. Renewal automation

5. Order management integrations

Quote Document Generation :

- Design and maintain professional quote templates using :

1. CPQ Template Sections

2. Template Content

3. XSL-FO Styling

- Ensure customer-facing quote documents meet business and branding standards.

Advanced Approvals :

- Configure and manage Salesforce CPQ Advanced Approvals including :

1. Multi-level approval chains

2. Parallel approvals

3. Smart approvals

4. Dynamic approval routing

Advanced Data Management & Migration

CPQ Data Loading :

- Perform large-scale and complex CPQ data migrations while maintaining Parent-Child relationships across :

1. Products

2. Price Books

3. Features

4. Options

5. Price Rules

6. Discount Schedules

Data Transformation & Preparation :

- Utilize Excel / Google Sheets functions for data cleansing and preparation :

1. VLOOKUP

2. Pivot Tables

3. Data Mapping

4. Data Validation

Reporting & Data Extraction :

- Export quote and line-level data to support :

1. Finance audits

2. Revenue analysis

3. Sales reporting

4. Pricing analysis

Strategic Solution Leadership

Solution Design :

- Translate business requirements into scalable CPQ solutions.

- Promote Configuration-First design principles over custom Apex development wherever possible.

Environment & Release Management :

- Support migration of CPQ configuration data across Sandbox and Production environments using :

1. Data Loader

2. Salesforce Inspector

3. Deployment best practices

Performance Optimization :

- Audit existing CPQ implementations to :

1. Reduce technical debt

2. Improve quote calculation performance

3. Simplify pricing logic

4. Enhance user experience

Required Qualifications :

Experience :

- 5+ Years of overall Salesforce experience.

- Minimum 2+ Years of hands-on Salesforce CPQ configuration experience.

- Strong experience in Quote-to-Cash (QTC) lifecycle implementations.

Technical Expertise :

- Deep understanding of Salesforce CPQ Data Model.

- Strong expertise in :

1. Product Rules

2. Price Rules

3. Quote Calculator Plugins

4. Discount Schedules

5. Summary Variables

6. Advanced Approvals

7. CPQ Calculation Knowledge

- Strong understanding of the CPQ Calculation Sequence / Price Waterfall.

- Ability to troubleshoot :

- Pricing discrepancies

- Quote calculation issues

- Product validation failures

- Configuration conflicts

Automation Skills :

- Hands-on experience in building sophisticated Salesforce Flows and declarative automation solutions.

Analytical & Problem-Solving Skills :

- Strong debugging and troubleshooting capabilities for complex CPQ scenarios.

- Ability to analyze business processes and design optimized CPQ solutions.

Preferred Skills :

- Experience working in large enterprise Salesforce environments.

- Exposure to Subscription Management and Renewal Processes.

- Knowledge of Sales Cloud and integration touchpoints.

- Strong stakeholder communication and client-handling skills.

- Ability to work independently in a fast-paced environment.