Key skills
SalesforceCRMChange ManagementSales
About this role
Role Overview
- Design the end-to-end quote lifecycle: qualification → configuration → pricing → approval → closure.
- Become an expert in DealCloud and opportunity-to-quote workflows.
- Define integration architecture between DealCloud, CPQ tools, and downstream billing/contract systems.
- Establish dashboards and reporting to track pipeline, conversion, and approval bottlenecks.
- Develop and maintain solution documentation and design standards.
- Own quote approval hierarchies, discount governance, and pricing strategy implementation.
- Design and enforce data validation rules, stage progression logic, and audit trails across the opportunity lifecycle.
- Establish best practices around change management, solution governance, and release coordination.
- Partner with business stakeholders (Sales, Finance, Revenue Ops) to translate needs into technical requirements.
- Deliver training and documentation to support teams and end-users.
- Proactively identify future capability needs and propose iterative solutions.
- Work with Integration and Data Solutions teams to address technical dependencies.
Requirements
- Bachelor’s Degree with 5+ years of relevant work experience.
- 5+ years of systems-facing work with demonstrated progression.
- 2+ years specifically in CRM configuration and solution architecture.
- Understanding of how business processes map to system design.
- Hands-on experience with Salesforce, Microsoft Dynamics, or comparable CRM.
- Real exposure to CPQ tools (DealHub, Salesforce CPQ, Conga preferred).
- Deep understanding of sales cycle processes: opportunity qualification → quote generation → deal closure.
- Ability to design system architecture across multiple platforms.
- Comfort with data flow, integration patterns, and reporting requirements.
- Experience working with revenue operations, sales operations, or finance teams.
- Strategic communicator who translates between business and technical teams.
- Strong documentation practices and attention to change management.
- Problem-solver who thinks proactively about future needs.
- Listener who asks good questions and validates requirements before designing.
Benefits
- Professional development opportunities supported by a community of experienced professionals.
- Reimbursement for training and continuing education.
- Complimentary lunches.
- Fully stocked kitchens.
- Comprehensive wellness programs.
- Flexible time off programs.
- Family-formation benefits.
- Paid volunteer time off.
- Donation matching program for causes you care about.