Own the CPQ & OTC product domain end-to-end—personally defining the roadmap, managing the backlog, writing user stories and acceptance criteria, and driving hands-on delivery across sprints.
Build and continuously refine processes for CPQ change intake, prioritization, delivery, and QA—establishing governance standards and release management procedures that enable rapid, reliable releases with high stakeholder trust.
Act as the primary, hands-on systems owner for Salesforce CPQ and DealHub—personally maintaining configuration architecture that supports complex pricing models, subscription management, amendments, renewals, and co-term logic.
Partner with Sales, Finance, Legal, and Customer Success to define and execute the roadmap for end-to-end CPQ and OTC processes—spanning opportunity management, quoting, contracting, order creation, fulfillment, billing, and cash application.
Design and configure CPQ solutions, including product catalogs, pricing rules, discount schedules, approval workflows, guided selling flows, and quote output templates.
Own the end-to-end Order-to-Cash process design—documenting current and future-state flows, identifying gaps that cause revenue leakage or billing errors, and driving improvements in coordination with Finance and billing operations.
Champion user-centric CPQ design—ensuring quoting experiences are intuitive and error-free for Sales, and that process feedback loops with Deal Desk, Finance, and CS drive continuous improvement across the revenue cycle.
Drive AI-first solutioning across CPQ and OTC functions—deploying AI agents for quote generation assistance, pricing recommendations, approval routing, order validation, and revenue recognition triggers.
Requirements
5+ years in Business Systems, Revenue Operations, or CPQ-focused roles in a high-growth SaaS environment, with a demonstrated track record of owning complex CPQ and OTC initiatives end-to-end.
Significant hands-on configuration experience with Salesforce CPQ and/or DealHub—not as an overseer but as someone who has personally built product catalogs, pricing rules, discount schedules, approval workflows, subscription logic, and contract amendments from the ground up.
Proven track record owning end-to-end CPQ and Order-to-Cash initiatives spanning Sales, Finance, and Legal—from requirements discovery and system configuration through UAT, go-live, and post-launch iteration.
Experience defining integration requirements between CPQ platforms and downstream systems (ERP, billing, provisioning).