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Role Overview
We are looking for an experienced Lead Engineer Salesforce with 5+ years of Salesforce experience and strong hands-on expertise in Salesforce CPQ and CPQ+ development.
The ideal candidate should have strong experience in designing, configuring, developing, and supporting CPQ solutions covering product configuration, product bundling, pricing, quotation, discounting, approvals, and Quote-to-Cash processes. The candidate should be capable of translating business requirements into scalable Salesforce solutions while following Salesforce development and administration best practices.
The role requires a strong understanding of Salesforce Sales Cloud, Service Cloud, Salesforce Administration, declarative development, user and access management, reporting, data management, managed packages, and integrations.
Key Responsibilities
1. Salesforce CPQ & Quote-to-Cash
Design, configure, customize, develop, and support Salesforce CPQ solutions across the Quote-to-Cash lifecycle.
Manage product catalogs, product configuration, bundles, options, features, attributes, and product rules.
Configure complex pricing, discounting, price rules, discount schedules, pricing methods, and contractual pricing.
Design and maintain quotation processes, quote templates, quote calculations, approval workflows, and guided selling.
Work with business stakeholders to understand quoting and commercial requirements and translate them into Salesforce CPQ solutions.
Support downstream processes including Orders, Contracts, Renewals, Amendments, and related Q2C processes.
Troubleshoot CPQ calculation, configuration, pricing, product bundling, and quotation issues.
2. CPQ Administration & Configuration
Configure and maintain Salesforce CPQ application settings and business rules.
Manage Product Rules, Configuration Rules, Validation Rules, Selection Rules, Price Rules, and Alert Rules.
Configure approval processes and ensure appropriate governance around pricing, discounting, and commercial approvals.
Manage CPQ-related users, profiles, permission sets, access controls, and security.
Perform data analysis and updates related to products, pricing, contracts, quotes, and customers.
Monitor system performance and proactively identify configuration and process issues.
3. Salesforce Administration & Declarative Development
Perform Salesforce administration activities across Sales Cloud and Service Cloud.
Configure users, profiles, permission sets, roles, queues, assignment rules, escalation rules, notifications, and access controls.
Develop and maintain declarative Salesforce solutions using standard configuration capabilities.
Manage Salesforce data, reports, dashboards, and business processes.
Support managed package installation, configuration, and maintenance.
Ensure Salesforce solutions follow platform best practices and governance standards.
4. Integration & Data Management
Collaborate with integration teams to ensure accurate flow of product, pricing, customer, quote, order, contract, and billing data.
Troubleshoot integration failures and data synchronization issues.
Work with large data volumes and maintain data integrity across Salesforce CPQ and connected systems.
Support managed packages and native/external Salesforce integrations.
Participate in data migration, validation, and deployment activities.
5. Stakeholder Collaboration & Technical Leadership
Work closely with business stakeholders, architects, developers, administrators, and integration teams.
Understand complex business requirements and recommend scalable Salesforce CPQ solutions.
Participate in solution discussions, technical reviews, testing, deployment, and production support.
Provide technical guidance and support to team members on Salesforce CPQ and Salesforce platform capabilities.
Communicate technical issues, dependencies, risks, and solutions effectively to stakeholders.
Required Technical Skills & Competencies
6+ years of Salesforce experience with strong hands-on Salesforce CPQ/CPQ+ experience.
Strong understanding of Salesforce CPQ architecture and Quote-to-Cash processes.
Strong hands-on experience with Product Configuration and Product Bundling.
Strong experience with Pricing, Discounting, Quotation, Quote Management, and Approval Workflows.
Strong experience with Product Rules, Configuration Rules, Validation Rules, Selection Rules, Price Rules, and Alert Rules.
Strong understanding of Orders, Contracts, Amendments, and Renewals.
Strong understanding of Salesforce Sales Cloud and Service Cloud.
Strong Salesforce Administration experience.
Experience with declarative Salesforce development and configuration.
Experience with user and access management, profiles, permission sets, roles, queues, and security.
Experience with assignment rules, escalation rules, notifications, and Salesforce workflows.
Experience with Salesforce reporting and data management.
Experience with managed packages and Salesforce integrations.
Strong troubleshooting and problem-solving capabilities.
Must-Have Skills
Salesforce CPQ+
Salesforce CPQ Development
Product Configuration
Product Bundling
Pricing & Discounting
Quotation & Quote Management
Product Rules & Configuration Rules
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Administration
Declarative Salesforce Development
User & Access Management
Assignment & Escalation Rules
Salesforce Queues & Notifications
Salesforce Reporting & Data Management
Managed Packages & Integrations
Salesforce Best Practices
Strong Troubleshooting & Problem-Solving Skills
Good to Have Skills
Salesforce CPQ Specialist Certification
Salesforce Administrator Certification
Salesforce Platform Developer Certification
Enterprise Salesforce implementations
Complex pricing models and high-volume quoting environments
Agile/Scrum experience
Advanced Salesforce integrations
Experience with Quote-to-Cash transformation initiatives
Desired Attributes
Strong analytical and problem-solving abilities.
Hands-on and solution-oriented approach to Salesforce CPQ.
Ability to independently understand requirements and design scalable solutions.
Strong attention to detail when working with pricing, product configuration, and quotation processes.
Excellent communication and stakeholder management skills.
Ability to collaborate effectively with technical and business teams.
Strong ownership and accountability for Salesforce solutions.
Ability to provide technical guidance and support to team members.
Comfortable working in enterprise Salesforce environments.
Interview Process
2-3 rounds of discussion.
