Lead discovery sessions to understand and document current state lead-to-quote, CPQ, billing, and services delivery processes, issues impacting user experience and revenue leakage, and requirements for future state implementation.
Understand and align requirements provided by a complex set of stakeholders, including: Legal, Accounting, Billing, Marketing, Sales, and others.
Lead design sessions with cross-functional teams to review and document future state processes and system architecture across Salesforce and Zuora.
Implement and administer Salesforce CRM environments including custom Apex development, Flows, and declarative configuration.
Implement and administer Zuora CPQ environments including product catalog design, charge models, pricing rules, subscription and amendment workflows, and Zuora 360 integration with Salesforce.
Coordinate with Business Operations and Financial Systems teams to provide end-to-end solution design leadership across the CRM-to-billing value chain.
Lead user acceptance testing for major development categories, including development of test plans and support of test users.
Enable end-user success through seminar-style training sessions, office hours, and ad-hoc support channels.
Support mentorship of other team resources in Salesforce, Zuora, operational tools, architecture, design, and best practices.
Collaborate on the development of templates and playbooks to ensure that the team is optimally positioned to leverage our collective knowledge and experience and ensure predictable, high-quality project outcomes.
Engage with EverCommerce and subsidiary leadership on status updates, working sessions, and solution design.
Communicate recommendations, project progress, and achieved outcomes through a variety of media, including: presentations, emails, and diagrams such as Lucid Chart, Figma, or similar.

Requirements

5-10+ years of combined experience across Salesforce.com administration/development and Zuora CPQ/Billing administration, or other related work experience such as equivalent CRM administration, subscription billing, operational data engineering, and BI solutioning.
Strong Apex development skills, including triggers, batch Apex, Apex REST/SOAP web services, and test classes.
Ability to write, review, and troubleshoot Apex code in a production environment.
Deep knowledge of Zuora CPQ and Zuora Billing, including product catalog configuration, charge models (recurring, usage, one-time), rate plan structures, subscription lifecycle management, amendment workflows, and Zuora 360 sync with Salesforce.
Experience with Zuora APIs (REST and SOAP), ZOQL, data exports, and integration patterns between Zuora and other platforms.
Proficiency with Salesforce declarative tools including Flows, Process Builder (legacy), validation rules, and the Salesforce data model.
Well-versed and experienced with scrum and agile software development methods and tactics, including epic and user story development, backlog grooming and refinement, and collaborating with engineering, product owner, and end-user stakeholders.
Understanding of commercial processes and terminology and general understanding of lead-to-quote, quote-to-cash, subscription billing, and accounting principles; also understand services delivery processes like project management, implementation, product fulfillment, customer support, and technical support.
Experience with Excel, SQL, data warehouses, BI tools like Looker or PowerBI, and/or data engineering tools and platforms a STRONG plus.
Experience with basic programming and querying REST APIs using pre-developed frameworks in Python or similar languages a STRONG plus.

Benefits

Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Robust health and wellness benefits, including an annual wellness stipend
Continued investment in your professional development through Udemy
401k or RRSP with company match
Annual wellness stipend
Flexible and generous paid time off
Employee Stock Purchase Program
3 weeks of vacation to start, a paid volunteer day of your choosing, plus 2 floating holidays to celebrate anything of significance to you
Registered Retirement Savings Plan (RRSP) with 4% company match
Student Loan Repayment Program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Apex developmentZuora CPQZuora BillingSalesforce administrationSalesforce FlowsZuora APIsSQLdata engineeringExcelBI tools

Soft Skills

leadershipcommunicationcollaborationmentorshipuser acceptance testingtrainingproblem-solvingstakeholder managementproject managementagile methodologies