Salesforce CRM/CPQ Consultant - Sales Cloud
Description
Role Overview:
We are looking for an experienced Salesforce CRM - CPQ Consultant with 5+ years of experience in Salesforce CRM, Sales Cloud, and Salesforce CPQ. The ideal candidate should have strong hands-on experience in configuring, implementing, customizing, and supporting Salesforce solutions, with a good understanding of sales processes, quote - to - cash workflows, and system integrations.
Key Responsibilities:
- Configure, customize, and maintain Salesforce CRM (Sales Cloud) and Salesforce CPQ solutions.
- Implement and manage CPQ functionalities, including product configuration, pricing rules, discounting, quote generation, and approvals.
- Design and optimize Lead - to - Opportunity, Opportunity - to - Quote, and Quote - to - Order processes.
- Work on Salesforce objects, fields, validation rules, workflows, approval processes, and Flow automation.
- Troubleshoot and resolve Salesforce CRM - CPQ issues related to pricing, quotes, product bundles, and approvals.
- Collaborate with business stakeholders to understand requirements and translate them into Salesforce solutions.
- Support integrations between Salesforce CRM, CPQ, ERP, and other enterprise applications.
- Participate in testing, deployment, enhancements, and ongoing production support.
Required Skills & Experience:
- 5+ years of experience working with the Salesforce ecosystem.
- Strong hands-on experience with Salesforce CRM, Sales Cloud, and Salesforce CPQ.
- Good understanding of CPQ product rules, price rules, pricing methods, discount schedules, and quote templates.
- Experience with Salesforce configuration, automation, and customization.
- Strong understanding of Quote - to - Cash (QTC) and Order - to - Cash (O2C) processes.
- Experience with Salesforce Flow, SOQL, and data management.
- Familiarity with Apex, Lightning Web Components (LWC), and Salesforce APIs.
- Experience in troubleshooting, debugging, and supporting Salesforce applications.
- Strong communication, analytical, and stakeholder management skills.
Good to Have:
- Salesforce CPQ or Sales Cloud certifications.
- Experience with Salesforce Billing or subscription management.
- Knowledge of ERP integrations such as NetSuite, SAP, or Oracle.
- Experience working in Agile - Scrum environments.
Ideal Candidate Profile:
A hands - on Salesforce professional with strong expertise in Sales Cloud and Salesforce CPQ, capable of independently managing CRM configurations, CPQ implementations, business process automation, and production support. The candidate should have a solid understanding of sales operations and quote - to - cash processes.