Pierce Washington

Salesforce CPQ Implementation Consultant

Pierce Washington

full-time

Posted on:

Origin:  • 🇺🇸 United States • Washington

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Job Level

Mid-LevelSenior

Tech Stack

CloudERP

About the role

  • Identify and document business processes, gather, synthesize, and translate business requirements into user stories, and complete the declarative configurations required
  • Co-lead discovery workshops to gather, define, and document current state and future state business processes and functional requirements
  • Document requirements in the form of process flow diagrams and user stories
  • Participate in the creation of prototypes and proof-of-concepts and demonstrate solution functionality to client stakeholders as needed
  • Complete declarative configurations for Salesforce Revenue Cloud projects, including products and price books, price rules, flows, advanced approvals, discounting, quoting, invoicing, and amendment and renewal processes
  • Develop implementation estimates and plans for phases of the delivery lifecycle, including configuration, development, testing, training, communications, deployment, and post go-live support
  • Design user story test scripts and participate in end-user acceptance testing
  • Demonstrate a strong understanding of Salesforce Revenue Cloud capabilities and clearly communicate its limitations and best practices to clients
  • Develop and present solution options to client, evaluating the pros and cons of declarative configuration against code and customization
  • Perform impact analysis for scope change requests, document changes to requirements, configuration, and data mapping
  • Participate in training content development and administrator and end-user training delivery
  • Leverage Logik.io for complex configuration requirements and collaborate with internal Logik.io Center of Excellence team
  • Follow and understand new Salesforce product and technical capabilities resulting from product releases and acquisitions
  • Travel consistently in the first 6 months

Requirements

  • 3+ years of Salesforce industry experience in a consulting capacity working with the Revenue Cloud
  • Prior experience as a Business Analyst/Consultant or similar role on 2+ CPQ projects that were at least 6 months in duration
  • Hands-on declarative configuration experience implementing products and price books, price rules, flows, advanced approvals, discounting, quoting, invoicing, and amendment and renewal processes
  • Ability to serve as a liaison between both business and technical teams
  • Skilled at defining and documenting current and future state business processes and requirements
  • Working knowledge of custom development concepts such as flows, lightning components, apex, triggers and web services
  • Excellent client-facing written and oral communications skills
  • Experienced in executing gap analysis and requirements traceability matrices
  • Experienced in project management theories, practices, and methods including Agile
  • Experienced with Conga Document Generation, Visio, JIRA, Prodly, Copado, or similar tools desirable
  • Experience in the High Tech or Manufacturing industries highly desired
  • Active Salesforce certifications or ability to achieve relevant certifications upon hire within first several months
  • Required Salesforce certifications: Administrator, CPQ Specialist
  • Preferred Salesforce certifications: Billing Specialist Superbadge, Advanced Billing Specialist Superbadge, Sales Cloud Consultant, Service Cloud Consultant, Experience Cloud Consultant
  • Understanding of complementary CPQ applications such as Logik.io, DigitalRoute, DocuSign CLM, Conga Contracts, Xactly, Zilliant, PROS, and Avalara Tax
  • Bachelor’s degree in business, computer science, or engineering