We are seeking a Senior Salesforce CPQ Configurator to lead the functional design and implementation of our Quote-to-Cash environment. You will be the primary architect of our product catalog, pricing structures, and quoting logic. The ideal candidate has an expert-level understanding of the Salesforce CPQ Data Model and can build sophisticated, scalable solutions using advanced configuration rather than custom code.
Core Responsibilities
1. Advanced CPQ Architecture
· Product Modeling: Design and maintain complex Product Bundles, including nested bundles, dynamic options, and configuration attributes.
· Pricing Logic: Build and optimize Price Rules, Discount Schedules, and Summary Variables to automate complex pricing requirements (e.g., volume pricing, tiered discounts, or multi-currency).
· Guided Selling: Create and manage Product Selection Rules and Guided Selling prompts to ensure sales reps are quoting the right products every time.
2. Process Automation & Output
· Flow & Workflow: Utilize Salesforce Flow to automate CPQ-adjacent processes such as Opportunity syncing, Contract generation, and Renewal automation.
· Document Generation: Design and maintain professional Quote Templates using the CPQ Template content, sections, and XSL-FO styling.
· Approvals: Implement and manage Advanced Approvals, including parallel paths, smart approvals, and complex approval chains.
3. Advanced Data Loading
· Relational Data Migration: Perform complex data loads of CPQ configuration objects (which require maintaining strict Parent-Child relationships) using Data Loader or Salesforce Inspector.
· Data Transformation: Use Excel or Google Sheets (VLOOKUPs, Pivot Tables) to clean and format pricing and product data before importing it into Salesforce.
· Extraction & Reporting: Export quote and line-item data to assist the Finance team with audit requests and sales performance analysis.
4. Strategic Leadership
· Solution Design: Translate business requirements into technical blueprints that prioritize "configuration-first" over custom Apex.
· Data Governance: Manage the migration of CPQ configuration data (Price Rules, Products, Features) across environments using data migration tools.
· Best Practices: Audit the existing CPQ instance to reduce technical debt and improve calculation performance.
Qualifications
Required Qualifications
· Experience: 5+ years of Salesforce experience, with 2+ years dedicated to Salesforce CPQ configuration.
· Logic Mastery: Deep understanding of the CPQ Calculation Sequence (the "Price Waterfall") and how it interacts with the quote line editor.
· Analytical Skills: Expert-level ability to troubleshoot complex pricing discrepancies and product validation errors.
· Flow Automation: Design sophisticated declarative solutions using Salesforce Flows to complement programmatic development.
