Posted on: 18/11/2025
Job Purpose :
The Salesforce CPQ Specialist will be responsible for configuring, managing, and customizing Salesforce CPQ, CLM, and Order Lifecycle processes. The role ensures scalable, accurate, and optimized quote-to-cash operations, supporting cross-functional teams across Sales, Finance, and Operations.
Key Responsibilities :
Salesforce CPQ Configuration & Management :
- Configure, customize, and maintain Salesforce CPQ (Configure Price Quote) including Product Bundles, Product Options, Configuration Attributes, and Pricing Rules.
- Manage pricing, discounting structures, approval rules, and advanced quoting functionalities.
- Develop and maintain Quote Templates, document generation processes, and automated workflows.
CLM & Order Lifecycle Management :
- Configure and support Contract Lifecycle Management (CLM) and Order Lifecycle processes within Salesforce.
- Ensure seamless integration between CPQ, CLM, Billing, and downstream order systems.
Technical Development & Integration :
- Understand and optimize the Data Model related to Salesforce CPQ and associated modules.
- Build and maintain integrations between Salesforce CPQ and external systems using connectors, REST/SOAP APIs, and middleware tools.
- Work closely with engineering and integration teams to ensure smooth data flow across systems.
Cross-functional Collaboration :
- Partner with Sales, Revenue Operations, Finance, and Product teams to gather requirements and implement scalable CPQ enhancements.
- Troubleshoot issues, perform root-cause analysis, and ensure timely resolution of CPQ-related problems.
- Provide end-user training, documentation, and support for CPQ, CLM, and Order Management features.
Required Skills & Experience :
- 6+ years of hands-on experience working with Salesforce CPQ.
- Strong expertise in configuring, managing, and customizing Salesforce CPQ, CLM, and Order Lifecycle.
- Deep understanding of CPQ Data Model and relational structures.
In-depth knowledge of :
- Product Setup & Configuration
- Product Options & Bundles
- Pricing, Discounting, and Rules
- Quote Templates & Document Generation
- Experience integrating Salesforce CPQ with external systems via connectors or APIs (SOAP/REST).
- Strong analytical and problem-solving skills with detail-oriented execution.
- Excellent communication and stakeholder management abilities.
Preferred Qualifications :
- Salesforce Certified CPQ Specialist (strong advantage).
- Experience with Salesforce Billing or Revenue Cloud.
- Familiarity with Apex, Lightning Components, and declarative automation tools (Flow, Process Builder).
- Experience working in Agile/Scrum environments.
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Posted By
Posted in
Platform Engineering / SAP/Oracle
Functional Area
Other Software Development
Job Code
1576676
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