Salesforce CPQ Consultant

2 Months ago • 5 Years + • Administrative

Job Summary

Job Description

Analytical Wizards seeks a short-term Salesforce CPQ Consultant to modernize and streamline their existing CPQ implementation. The consultant will work within the Systems Team, configuring CPQ to specifications, performing initial testing, and assisting with test script creation and User Acceptance Testing. This role requires strong collaboration skills and expertise in delivering CPQ solutions. Responsibilities include configuring CPQ, ensuring compliance through testing, building test scripts, and supporting User Acceptance Testing. The ideal candidate possesses deep experience with Salesforce CPQ, including advanced approvals, price rules, and advanced order management, along with familiarity with document generation and e-signature tools like DocuSign. Experience with NetSuite integration is a plus.
Must have:
  • Salesforce CPQ & Admin Certified
  • Advanced Approvals, Price Rules, Advanced Order Management experience
  • DocuSign or similar eSignature experience
  • Lead-to-Cash project experience
  • 5+ years Salesforce CPQ experience
Good to have:
  • Apex, Visualforce, Lightning Components, Salesforce APIs proficiency
  • NetSuite integration experience
  • Salesforce Platform I Developer Certified
  • Experience with other CRM or CPQ/CLM platforms
  • Strong communication and presentation skills
Perks:
  • Industry-leading benefits package
  • Flexible and collaborative workplace
  • Opportunity to drive real change and power social good

Job Details

Analytical Wizards is part of the Definitive Healthcare family. We balance innovation with an open, friendly culture and the backing of a long-established parent company, known for its ethical reputation. We guide customers from what’s now to what’s next by unlocking the value of their data and applications to solve their challenges, achieving outcomes that benefit both business and society. Our people are our biggest asset, they drive our innovation advantage and we strive to offer a flexible and collaborative workplace where they can thrive. We offer industry-leading benefits packages to promote a creative and inclusive culture. If driving real change gives you a sense of pride and you are passionate about powering social good, we’d love to hear from you.

CPQ Consultant

We’re looking for a CPQ Consultant to help us modernize and streamline our existing CPQ Implementation.  We need someone on a short-term basis to help execute the architected vision to us back to Salesforce CPQ best practices and set us up for a scalable future.  We’re looking for someone possessing a highly collaborative work style operating efficiently in a dynamic small-team environment. You should be able to demonstrate knowledge and have a history of helping to deliver CPQ (Configure Price Quote) solutions as a technical resource.

Work you’ll do

Work within our Systems Team to support the Project Team and be responsible for helping configure CPQ to the designed specification, provide initial testing to ensure compliance, and assist both building out test scripts and User Acceptance Testing.

Required Qualifications

  • Salesforce CPQ & Admin Certified
  • Experience with: Advanced Approvals, Price Rules, Advanced Order Management
  • Functional knowledge of 3rd Party Applications: Document generation and eSignature, such as DocuSign
  • Experience in onsite technical roles on full-lifecycle Lead-to-Cash projects, with strong application, integration, and data migration technical solution and implementation expertise Salesforce CPQ

Preferred Qualifications

  • Proficiency in Apex, Visualforce, Salesforce Lightning Components, and Salesforce APIs.
  • Experience working on projects that included an integration to NetSuite.
  • Salesforce Platform I Developer Certified
  • Ability to work independently and manage multiple assignments
  • Experience solutioning, and implementing other CRM platforms (SAP CRM, Oracle, Salesforce.com, Microsoft Dynamics, etc.) or CPQ/CLM technologies (Salesforce, Oracle, Conga)
  • Strong oral and written communication skills, including presentation skills in (MS Visio, MS PowerPoint)
  • 5+ years of functional, hands-on Salesforce CPQ experience
  • Deep CPQ experience for a SaaS, technology subscription businesses, to include renewals of contracts, add-ons or amendments to contracts, and co-termination of contracts.

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Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

Karnataka, India (On-Site)

Bengaluru, Karnataka, India (On-Site)

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