Description
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 :
- Nested Bundles
- Dynamic Bundle Options
- Configuration Attributes
- Feature-based product selection
- Configure scalable product catalog structures aligned with business requirements.
Pricing & Discounting Logic
- Build and optimize advanced CPQ pricing mechanisms using :
- Price Rules
- Discount Schedules
- Summary Variables
- Product Rules
- Handle complex pricing scenarios such as :
- Volume-based pricing
- Tiered discounts
- Contract pricing
- Subscription pricing
- 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 :
- Opportunity synchronization
- Contract generation
- Amendment processes
- Renewal automation
- Order management integrations
Quote Document Generation
- Design and maintain professional quote templates using :
- CPQ Template Sections
- Template Content
- XSL-FO Styling
- Ensure customer-facing quote documents meet business and branding standards.
Advanced Approvals
- Configure and manage Salesforce CPQ Advanced Approvals including :
- Multi-level approval chains
- Parallel approvals
- Smart approvals
- Dynamic approval routing
Advanced Data Management & Migration
CPQ Data Loading
- Perform large-scale and complex CPQ data migrations while maintaining Parent-Child relationships across :
- Products
- Price Books
- Features
- Options
- Price Rules
- Discount Schedules
Data Transformation & Preparation
- Utilize Excel / Google Sheets functions for data cleansing and preparation :
- VLOOKUP
- Pivot Tables
- Data Mapping
- Data Validation
Reporting & Data Extraction
- Export quote and line-level data to support :
- Finance audits
- Revenue analysis
- Sales reporting
- Pricing 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 :
- Data Loader
- Salesforce Inspector
- Deployment best practices
Performance Optimization
- Audit existing CPQ implementations to :
- Reduce technical debt
- Improve quote calculation performance
- Simplify pricing logic
- Enhance user experience
Experience
Required Qualifications :
- 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 :
- Product Rules
- Price Rules
- Quote Calculator Plugins
- Discount Schedules
- Summary Variables
- Advanced Approvals
- 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.
(ref:hirist.tech)
