Salesforce CPQ and Billing Specialist Pradeepit Consulting Services

5.0 - 6.0 years

8 - 12 Lacs

Bengaluru, Karnataka, India

On-site

Key Responsibilities: Salesforce CPQ Implementation & Customization: Design, configure, and implement Salesforce CPQ solutions to automate the quoting, pricing, and contracting process. Develop custom solutions within Salesforce CPQ to meet business requirements and enhance process efficiency. Customize product bundles, pricing rules, discount schedules, and approval workflows as per business needs. Salesforce Billing Configuration & Support: Implement Salesforce Billing for automated invoicing, payment processing, and revenue recognition. Configure billing schedules, tax calculations, revenue splits, and payment processing in alignment with accounting standards and regulations. Work with finance teams to ensure accurate reporting and adherence to billing and revenue recognition policies. Integration & Data Management: Collaborate with IT and development teams to integrate Salesforce CPQ and Billing with external ERP and CRM systems. Manage data migration, cleansing, and mapping between systems for seamless information flow. Optimize data integrity and ensure compliance with data privacy and security standards. Process Optimization & Automation: Analyze and optimize current processes related to quoting, billing, and payment workflows. Implement automation tools and process enhancements to improve operational efficiency. Create and maintain process documentation, guidelines, and best practices for CPQ and Billing. Stakeholder Collaboration & Training: Work closely with sales, finance, and operations teams to gather and refine requirements. Provide user training, develop training materials, and deliver workshops to ensure effective system usage. Conduct regular reviews with stakeholders to align system configurations with business goals. Maintenance & Troubleshooting: Perform regular system checks, manage Salesforce releases, and troubleshoot any issues within CPQ and Billing modules. Handle escalated support requests and system enhancements to improve user experience. Participate in testing and quality assurance processes to ensure system reliability and functionality. Qualifications: 5-6 years of experience in Salesforce with a strong focus on Salesforce CPQ and Salesforce Billing. Proven expertise in configuring Salesforce CPQ, including product catalog setup, pricing and discounting, approval workflows, and contract management. Experience with Salesforce Billing for invoicing, revenue recognition, and financial reporting. Strong understanding of sales processes, billing cycles, and revenue recognition standards. Proficiency in Salesforce Lightning, declarative tools, and experience with custom configurations. Knowledge of Apex, Visualforce, and Salesforce APIs is a plus. Experience with integration of Salesforce CPQ and Billing with ERP systems (e.g., SAP, Oracle) is desirable. Excellent problem-solving skills and attention to detail. Strong communication skills with the ability to collaborate effectively across teams. Preferred Certifications: Salesforce Certified CPQ Specialist Salesforce Certified Billing Specialist Salesforce Administrator or Advanced Administrator

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