As a member of our Business Transformation team, you will work as an extension of our client’s team to advise on and lead their transformation initiatives. Your work will serve in a functional role on high impact transformation initiatives and you will serve as a liaison with key stakeholders and the finance group, helping them to identify improvement needs and fully execute the changes to address them.
We are seeking a highly skilled Salesforce CPQ Order-to-Cash Specialist to streamline and enhance our sales and billing processes. The ideal candidate will have extensive experience in Salesforce CPQ and a strong understanding of the order-to-cash cycle, ensuring seamless integration between sales, finance, and operations.
Key Responsibilities:
Salesforce CPQ Implementation & Management:
·Configure and maintain Salesforce CPQ to meet business requirements.
·Work with stakeholders to gather requirements and translate them into technical solutions.
·Manage CPQ configuration, product rules, pricing rules, discount schedules, and approval processes.
·Optimize CPQ processes to reduce quote errors and improve sales efficiency.
·Assist in creating comprehensive technical documents.
·Extensive knowledge of product configuration, complex pricing rules & sequence, quote configurator plugins & Salesforce CPQ APIs.
·Proficiency in various CPQ functionalities like perpetual and subscription-based licensing, various discounting models, amendments, extensions, co-terming and renewals.
·Solid experience in data migration strategy, tools and processes.
Order-to-Cash Process Optimization:
·Ensure seamless integration between Salesforce CPQ and other systems (ERP, CRM, etc.) in the order-to-cash process.
·Be an active member of a technical support team and manage the resolution of critical incidents.
·Automate billing, invoicing, and payment processes to improve cash flow.
·Work with finance teams to ensure accurate revenue recognition.
·Develop and maintain reports and dashboards to monitor the order-to-cash cycle.
Collaboration & Training:
·Collaborate with cross-functional teams (Sales, Finance, Operations) to ensure alignment and streamline processes.
·Provide training and support to end-users on Salesforce CPQ functionalities and best practices.
·Serve as the subject matter expert (SME) for Salesforce CPQ and related order-to-cash processes.
Continuous Improvement:
·Identify opportunities to improve the order-to-cash process, reduce cycle times, and enhance customer satisfaction.
·Stay up-to-date with Salesforce updates and industry trends to recommend and implement new features and functionalities that can be used to achieve maximum results.
·Troubleshoot and resolve issues related to Salesforce CPQ and the order-to-cash process.
·Remain knowledgeable of current technology and carry out research to identify new trends that can be used to achieve maximum results.
Preferred Skills:
·Comprehensive understanding or deep expertise in the quote-to-cash core business cycle, operating models, organizational structures, and process best practices.
·Proven experience in engagement management, leading projects and project teams.
·Effective communication skills, including the ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for Business Transformation solutions.
·Independent leadership abilities, capable of driving successful outcomes and ensuring client satisfaction in client engagements.
·Strong project management skills, enabling timely reporting and progress updates.
·Willingness to actively participate in internal business leadership, practice development, and initiatives focused on growth and development of team members.
Qualifications and Capabilities:
·A motivated finance-focused individual with a minimum of eight plus years of combined experience in industry, finance and strategic consulting, as well as operational finance and accounting, with expertise in the quote-to-cash business cycle. Big Four experience and CPA preferred.
·Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey, including strategy development, planning, delivery, and execution.
·Experience in professional service consulting and/or client engagement management.
·In-depth knowledge of the end-to-end quote-to-cash (QTC) process, encompassing order management, credit analysis, invoicing, accounts receivable, collections, adjustments and deductions, and revenue recognition.
·Comprehension of business functions that follow revenue recognition, including reporting.
·Possesses functional, technical, and/or business knowledge related to people, processes, and technology in the context of sales and finance operations.
·Familiarity with QTC technology solutions for CRM, billing, and revenue recognition (Salesforce, Zoho,
Monday.com, Hubspot, Freshsales, Zendesk, Pipedrive, etc.).
·Project management experience is a plus, showcasing the ability to plan, organize, and execute projects effectively.
·Experience in the SaaS industry is a plus, indicating an understanding of specific order management needs and regulations.
