About the Role
We are seeking an experienced Salesforce Administrator with deep expertise in CPQ and a forward-looking passion for AI within the Salesforce ecosystem. You will be the go-to platform expert responsible for managing, configuring, and evolving our Salesforce instance — with a heavy focus on CPQ/Revenue Cloud to streamline quote-to-cash processes. You will also champion adoption of Salesforce capabilities to make teams smarter and more productive.
Key Responsibilities
Platform Administration
- Serve as the primary Salesforce Administrator: user management, security (profiles, permission sets, sharing rules, OWD), and platform health.
- Manage Sales Cloud, Service Cloud, and Experience Cloud configurations.
- Build and maintain Flows, validation rules, custom objects/fields, page layouts, record types, and Lightning app configurations.
- Manage sandbox environments, release cycles, change sets, and deployments following DevOps best practices.
- Oversee data management: imports, deduplication, archival, and data quality monitoring.
- Administer AppExchange packages, managed/unmanaged packages, and third-party integrations.
- Provide tier-2/3 support for Salesforce issues; manage a case queue and maintain SLAs.
CPQ / Quote-to-Cash
- Own end-to-end Salesforce CPQ (or Revenue Cloud) administration — product catalogue, price books, pricing rules, discount schedules, bundles, and quote templates.
- Configure complex CPQ approval workflows, advanced approval chains, and guided selling flows.
- Build and optimise quote line editor configurations, product selection filters, and dynamic pricing models (subscriptions, one-time, usage-based).
- Manage quote document generation including advanced merge fields, custom templates, and e-signature integrations (DocuSign, Adobe Sign).
- Ensure CPQ integration with billing systems (Salesforce Billing, Zuora, Chargebee, or ERP) and downstream finance processes.
- Conduct regular CPQ performance tuning — optimise load times, reduce calculation bottlenecks, resolve pricing/discount rule conflicts.
- Support Sales and Deal Desk by troubleshooting quoting issues, onboarding new products/SKUs, and maintaining pricing accuracy.
AI Implementation within Salesforce
- Champion adoption of Einstein Lead Scoring, Opportunity Insights, Activity Capture, and Einstein Forecasting.
- Configure and deploy Agentforce agents for Sales and Service use cases — topic definition, action mapping, and trust layer security.
- Build prompt templates using Salesforce Prompt Builder for AI-assisted email drafting, case summarisation, and record enrichment.
- Work with Salesforce Data Cloud to connect and harmonise data sources for AI models operating on unified customer profiles.
- Evaluate and pilot emerging Salesforce AI features (Einstein Studio, Model Builder, custom predictions) and present business cases.
- Ensure AI governance: manage the Einstein Trust Layer, monitor AI usage/outputs, and educate users on responsible AI practices.
Requirements
Experience & Education
- 4–5 years in Salesforce administration, with at least 3 years as a dedicated Salesforce Administrator.
- Minimum 2 years hands-on with Salesforce CPQ (Steelbrick/Revenue Cloud) in production.
- Experience implementing or managing at least one Salesforce AI feature (Einstein, Agentforce, Prompt Builder, Data Cloud).
- Bachelor’s degree in IS, CS, Business Administration, or related field (or equivalent experience).
Technical Skills
- Expert Salesforce administration: Flows (Screen, Record-Triggered, Autolaunched), custom metadata, dynamic forms, Lightning App Builder, advanced reporting.
- Deep CPQ expertise: product rules, price rules, quote templates, guided selling, approval workflows, multi-currency, advanced calculator, bundles.
- Strong understanding of Salesforce data model, relationships, and schema design best practices.
- Proficiency with integration patterns — REST/SOAP APIs, middleware (MuleSoft, Workato), Platform Events, Change Data Capture.
- Working Apex knowledge (read, debug, write basic triggers/classes) and SOQL for queries and troubleshooting.
- Experience with Salesforce DevOps tools (Copado, Gearset, or SFDX/SF CLI).
- Familiarity with Einstein features and the Agentforce platform (Agent Builder, Prompt Builder, Data Cloud).
Soft Skills
- Excellent stakeholder management — translating complex configs into clear business language.
- Strong documentation habits for configurations, customisations, and processes.
- Proactive problem solver with a service-oriented mindset.
- Ability to manage competing priorities and deliver within deadlines.
- Keen interest in Salesforce’s AI roadmap and willingness to continuously learn.
Preferred Qualifications
- Salesforce Certified Administrator (mandatory) and Advanced Administrator.
- Salesforce Certified CPQ Specialist.
- Salesforce AI Associate or Agentforce Specialist certification.
- Platform App Builder certification.
- Experience with Salesforce Billing or Revenue Cloud beyond CPQ.
- Exposure to CLM tools (DocuSign CLM).
- Experience with Salesforce Health Check, Optimizer, and governance frameworks.
- Familiarity with ITIL or Agile/Scrum for managing platform changes.
