Consultant

• Monitor and troubleshoot data synchronization between Salesforce, CPQ, Workato, and Logisense.
• Investigate discrepancies (e.g., contract records, price changes, customer data) to determine the root cause—whether CPQ configuration, Salesforce data, transformation logic in Workato, or Logisense is the culprit.
• Review daily system events (e.g., new contracts, renewals, amendments) and validate whether transactions have synced properly across platforms to determine which items require intervention.
• Recommend and implement process improvements or automation opportunities to reduce manual review and troubleshooting effort.
• Assess billing readiness ahead of monthly bill runs (1st of each month).
• Work within a defined prioritized backlog and provide structured updates and collaborate closely with the Finance Systems Team and GTM Systems Teams.
• Gain deep understanding of the current Salesforce CPQ instance, configuration decisions, and integration patterns.
• Quickly ramp up on Logisense functionality, data structures, and billing workflows to support accurate issue diagnosis.

CPQ & Billing Systems Integration Consultant

Domain Consultant 1 – Cortex/Cloud

Domain Consultant 2 – Cortex/Cloud

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Solution Consultant II

WMS Consultant