Salesforce CPQ

Greetings from iDatalytics Pvt.Ltd.

iDatalytics Pvt.Ltd. is a global digital consulting and delivery organization with core focus on AI, ML, BI and Analytics. We help organizations work smarter and grow faster by enabling their digital transformation initiatives. Our mission is to serve as a catalyst of digital transformation for our clients.

Details are as follows

Designation :- Salesforce CPQ

Qualification : Any Graduation

Experience :- 5-10 Years

Skillsets : Salesforce CPQ, Quote-to-Cash, UAT, Billing flows and integration, ERP Billing etc

Role Description

1. Core Technical Skills Salesforce CPQ (Must-Have)

The candidate must have deep, hands-on, end-to-end expertise in Salesforce CPQ, including:

• Product & Price Book setup
• Bundle configuration, Product Rules, Constraint Rules
• Quote templates, Quote line editor customizations
• Discounting, approval rules / advanced approvals
• Contracting, Amendments, Renewals
• CPQ automation (triggers, flows, validation logic)
• Strong debugging and troubleshooting skills across CPQ data structures
• Ability to design scalable CPQ solutions for complex quoting scenarios

2. Business Process Expertise

Strong functional understanding of the full Lead-to-Revenue / Quote-to-Cash lifecycle, including:

• Opportunity management
• Quote creation, updates, and approvals
• Contract creation and lifecycle management
• Subscription lifecycle (renewals, amendments, expansions, cancellations)
• Provisioning workflows
• Billing flows and integration touchpoints
• ARR / Revenue recognition considerations
• Understanding how CPQ decisions impact downstream systems (ERP, Billing, RevRec)

3. Communication & Stakeholder Skills

• Excellent verbal and written communication
• Ability to work directly with business stakeholders to gather requirements, clarify use cases, and explain solution impacts
• Comfortable working in fast-paced, iterative environments
• Strong documentation skills (config documentation, process flows, UAT notes)

4. Work Style & Collaboration

• Ability to work flexible hours to meet US overlap needs
• Proactive, independent, and capable of driving tasks with minimal guidance
• Strong problem-solving mindset with ownership attitude
• Comfortable joining design discussions, daily standups, and supporting UAT

5. Experience Requirements

• 5 to 10+ years overall Salesforce experience
• 3 to 5+ years hands-on Salesforce CPQ experience (must be deep, not superficial)
• Prior experience supporting enterprise-scale Q2C environments

If interested please share your resume to varshan@idatalytics.com

Regards,

HR Team