Salesforce Revenue Cloud Consultant

This is a fully remote position, open to applicants in Poland.

📋 Description

• Design scalable, production-ready solutions for Salesforce Revenue Cloud that align with client quote-to-cash processes.

• Architect comprehensive CPQ and billing solutions that encompass product catalog, pricing, approvals, contracts, amendments, and revenue recognition inputs.

• Provide strategic platform guidance and thought leadership on integrating Revenue Cloud with various Salesforce clouds and downstream ERP or billing systems.

• Document solution designs, data models, integration patterns, and architectural decisions comprehensively.

• Configure capabilities within Revenue Cloud, including product catalog, pricing, quote configuration, CPQ logic, contracts, amendments, orders, billing, revenue recognition, and subscription billing.

• Collaborate with stakeholders and technical teams to translate requirements into configured Salesforce solutions.

• Facilitate discovery workshops, solution design sessions, and user acceptance testing (UAT) planning.

• Convert business requirements into user stories, functional specifications, and configuration workbooks.

• Manage the delivery process through sprint cycles, from development sandbox to production.

• Architect and oversee integrations with ERP, HCM, financial, and fulfillment systems.

• Define integration data contracts, field mappings, synchronization, error handling, and monitoring protocols.

• Govern integration delivery utilizing MuleSoft, Workato, or other similar iPaaS tools.

• Ensure the accuracy of revenue data and facilitate reconciliation between Salesforce and downstream finance systems.

• Develop best practices for Revenue Cloud, including development standards, architectural guidelines, naming conventions, metadata governance, deployment processes, and change controls.

• Employ AI-native techniques for requirements analysis, solution documentation, Flow generation, rapid prototyping, and Salesforce artifact development.

• Advise client stakeholders on Revenue Cloud capabilities and translate them into tangible business outcomes.

• Mentor junior consultants and analysts.

• Assist in pre-sales activities, including solution scoping, effort estimation, and proposal creation.

⛳️ Requirements

• Hands-on, production-level experience with Salesforce Revenue Cloud, previously known as CPQ + Billing.

• Profound understanding of the complete quote-to-cash lifecycle, encompassing quoting, pricing, approvals, contracting, amendments, renewals, order management, billing, and revenue recognition.

• Expertise in configuring core features of Salesforce CPQ, including product catalogs, price rules, product rules, bundle configurations, discount schedules, quote templates, and output documents.

• Experience with Salesforce Billing, including billing schedules, invoice runs, usage-based billing, credit notes, payment terms, and billing integration patterns.

• Experience in supporting integrations with systems like NetSuite SuiteBilling, ZoneCo, Stripe Billing, or similar platforms.

• Strong proficiency in Salesforce Core, including Sales Cloud, Revenue Cloud, Service Cloud, and Experience Cloud.

• Practical Salesforce configuration experience involving objects, fields, record types, page layouts, permission sets, flows, approval processes, reports, and dashboards.

• Understanding of the Salesforce data model, sharing model, and security considerations within a Revenue Cloud context.

• Experience in designing and implementing Salesforce integrations with ERP, HCM, billing, and financial systems.

• Familiarity with middleware platforms like MuleSoft, Workato, or similar solutions.

• Knowledge of Salesforce APIs, data models, data synchronization, integration patterns, and governance.

• Proven ability to utilize AI-native delivery practices, LLM-assisted requirements analysis, solution documentation, rapid prototyping, and prompt engineering.

• Capability to employ conversational development workflows to create, refine, test, and clarify Salesforce artifacts.

• Ability to use AI tools responsibly while upholding consulting discipline, quality standards, and platform best practices.

• Excellent communication, facilitation, and stakeholder management skills.

• Proficient in translating business requirements into Salesforce solution recommendations and configuration trade-offs.

• Comfortable leading discovery workshops, documenting requirements, crafting user stories, and supporting UAT.

• Strong problem-solving skills across cross-functional teams and multiple concurrent engagements.

• Over 5 years of Salesforce experience with substantial hands-on consulting and implementation delivery.

• At least 3 years of direct, hands-on experience in configuring and delivering Salesforce Revenue Cloud.

• Proven track record of delivering at least two end-to-end Revenue Cloud implementations from requirements gathering to go-live.

• Preferred Salesforce certifications include Salesforce Certified Administrator, Platform App Builder, Sales Cloud Consultant, CPQ Specialist, and Revenue Cloud Consultant; additional certifications in Application Architect, System Architect, and PSA vendor solutions are a bonus.

🏝️ Benefits

• Opportunity to work at the cutting edge of AI-powered enterprise technology consulting, particularly focused on Revenue Cloud and Quote-to-Cash transformation.

• A high-impact environment where ownership and successful delivery are recognized and rewarded.

• Exposure to leading private equity firms and their portfolio companies across various industries.

• A global, collaborative team dedicated to achieving results, fostering innovation, and striving for excellence.

• Access to TechTorch's AI-native delivery tools, accelerators, and a comprehensive internal knowledge base.