Collaborate with stakeholders to understand pricing and billing processes
Document functional requirements and create solution architecture, System Architecture and Entity Relationship Diagram
Excellent understanding of Quote to Cash end to end business process
Configure Salesforce CPQ for complex pricing, discounting, and bundling
Experience with Salesforce Billing or integration with Billing platforms like Zone Billing for invoicing, payment collection, and revenue recognition
Design subscription and recurring revenue models
Experience building Usage products
Guide clients to make buy vs build decisions
Design integrations with NetSuite, ERP systems, Billing platforms, Payment gateways, and tax engines and implement them
Develop custom workflows, approval processes, and automation for CPQ and Billing
Configure reports and dashboards as per client requirement
Prepare configuration runbooks and guide development team
Create documentation for CPQ billing processes and Conduct user training
Support deployment and post-implementation enhancements

7+ Years of Experience in Salesforce with Strong understanding of Revenue Cloud
Strong knowledge of Salesforce CPQ and Billing
Hands on experience with subscription management and revenue recognition
Hands on experience of CPQ implementation and Quote to Cash process
Configure products, pricing, product bundles, rules, quote templates, approvals, and discounting structures
Build advanced logic such as product rules, price rules, automation flows, and guided selling
Optimize quote-to-order processes to improve accuracy and reduce cycle times
Experience with subscription billing, invoicing, payment schedules, tax handling, and collections workflows, usage-based billing, amendments, renewals
Knowledge of revenue recognition setups
Experience integrating with NetSuite and ERP with REST/SOAP APIs and middleware such as MuleSoft, Boomi
Experience with Agentforce
Excellent communication skills
Active certifications with Salesforce CPQ, Revenue Cloud, Agentforce, Application Architect, Platform Developer I & II, and Integration Architecture Designer

Salesforce Architect – Revenue Cloud, CPQ

Key skills