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CPQ Consultant

The CPQ Consultant will be crucial in mapping out the Quote to Cash process (QTC) with clients and ensuring implementation of Salesforce best practices are followed. You are responsible for identifying business requirements, requirements management, user story development, prototyping, process design, testing, training, and supporting implementations.  You can articulate best practices for configuring out-of-the-box functionality and write requirements for a custom approach, focused on helping drive the CPQ solution design for our clients while building strong client relationships.

Work that matters. Life that fits.

Looking for a role where you can live anywhere you want while delivering meaningful client work? You’re in the right place.

We’re looking for tech-savvy folks who know Salesforce inside and out and believe outstanding customer experience is table stakes. Join our team of talented, certified Salesforce consultants and industry experts and develop life-changing skills.

Work Environment

Flexible Work Options
Volunteer Time Off
Computer Allowance
Team Building Activities
Virtual Socials

Great Benefits

Medical & dental insurance
Flexible spending accounts
401(k) plan with company match
Short-term & long-term disability
Life & AD&D insurance
Paid holidays
Responsible Time Off (RTO)


  • Able to outline and understand our client’s business process requirements for lead to cash; demonstrated success in capturing and reviewing current state business processes and developing future state processes.
  • Responsible for leading some discovery and requirements sessions with Clients and other consultants.
  • Ability to follow design and architecture direction and implement it into multiple clouds – primarily Revenue Cloud.
  • Configure Salesforce CPQ to deliver value, solve process inefficiencies, and create all-around fantastic solutions.
  • Act as a brand steward that embodies the values of Coastal Cloud and demonstrates our collective commitment to Client success.
  • Manage requirements from multiple stakeholders and ensure business requirements are met.
  • Work on new CPQ implementations as well as improving existing CPQ client deployments.
  • Ability to deliver assigned tasks against a schedule and plan
  • Proven attention to detail and quality, knowing that this aspect of the Salesforce platform has direct implications on revenue for our Clients.

Required Skills, Education and Experience

  • A minimum of 1 Salesforce Consultant-level Certification is required. Strong preference for CPQ Certified Specialist, Billing Specialist (Billing Superbadge and Advanced Billing Superbadge), or Revenue Cloud Certified
  • A minimum of 4+ years of Salesforce user or administrator experience is required.
  • A minimum of 2+ years of Salesforce CPQ implementation & client-facing consulting experience is preferred.
  • Deep Understanding of the Lead-To-Cash business process and supporting technologies
  • Exceptional verbal and written communication skills, with a proven ability to communicate with different audiences
  • Demonstrates intellectual curiosity
  • Demonstrated experience using flow process software including Lucid Chart, Visio, or other tools
  • Experience successfully working on engagements utilizing Agile or Iterative project methodologies
  • Experience and comfort operating in both team-oriented and individual contributor settings
  • Strong problem-solving and troubleshooting skills with the ability to exercise mature judgment
  • Experience in onsite functional or technical roles on at least four full-lifecycle CPQ projects, with strong implementation expertise in at least two of the following technologies: Conga CPQ and CLM, Salesforce CPQ & billing, Vlocity CPQ
  • Experience defining systems strategy, and road-map, developing process flow diagrams, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions.
  • Proficient in all phases of the Application Development Lifecycle
  • Strong technical project management and/or leadership skills
  • Experience with relevant AppExchange templating & e-signature tools such as Conga, Docusign, and Adobe Sign
  • Must have full-time permanent US work authorization
  • Note – Determination of Senior will be based upon the candidate’s previous relevant experience and depth of skills, and will be determined through our skills interview process.

Additional Requirements

  • Operational experience in channel sales, field sales, inside sales, sales operations, marketing operations, digital marketing, customer service, customer support, field service, or account management
  • Finance or accounting experience is a plus.
  • Experience creating Salesforce technical requirements specifications for custom development is a plus

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