Lead end-to-end design of Salesforce Quote-to-Cash solutions (CPQ, Billing, Contracts, Orders, Invoicing)
Translate business requirements into scalable functional solutions
Configure Salesforce CPQ (pricing rules, product bundles, discounting, approvals)
Design and implement billing processes including invoicing, subscriptions, and revenue recognition
Work closely with business stakeholders (Sales, Finance, Operations) to gather requirements
Conduct workshops and discovery sessions
Provide strategic recommendations for process improvements
Identify gaps in current Quote-to-Cash processes and propose improvements
Collaborate with technical teams on integrations (ERP, payment gateways, tax engines)
Define test strategies (UAT, SIT)
Mentor junior consultants and business analysts

6–10+ years of Salesforce experience
4+ years working specifically on Quote-to-Cash implementations
Proven experience with Salesforce CPQ and Billing
Strong understanding of pricing strategies, contract lifecycle management, order management, billing and invoicing, revenue recognition principles
Deep hands-on experience with Salesforce CPQ configuration, product catalog setup, pricing rules & approval workflows
Familiarity with Salesforce Billing (preferred)
Certifications (Preferred): Salesforce CPQ Specialist, Salesforce Administrator / Advanced Administrator, Salesforce Billing Specialist (good to have)
Strong communication and stakeholder management skills
Analytical thinking and problem-solving ability

Senior Salesforce Quote-to-Cash Functional Consultant

Key skills