• Reports To: VP, IT & Security
• Job Type: Full-Time
• Location: Remote

Position Summary

Critical Specialization Requirements

CPQ Expertise (Required)

• Minimum 2 years of dedicated, hands-on Salesforce CPQ administration in a production environment — not incidental exposure, not classroom or sandbox-only experience.
• Mastery of the full quote-to-cash lifecycle: opportunity → quote → contract → order → invoice → renewal/amendment, including co-terming, proration, and mid-term changes.
• Proven ability to design and maintain complex pricing models: tiered pricing, block pricing, percent-of-total, contracted pricing, discount schedules, and multi-currency.
• Experience authoring and maintaining advanced Quote Output Templates, including conditional sections, dynamic line items, and integration with Omni-Studio and/or Conga Composer.
• Working knowledge of CPQ guardrails and known limits (e.g., large-quote performance tuning, calculation sequencing, package settings, and CPQ-Billing handoffs).
• Comfortable troubleshooting CPQ calculation errors, price waterfall issues, and twin-field/legacy API behaviors without escalation.
• Salesforce CPQ Specialist certification strongly preferred; equivalent demonstrable production experience accepted in lieu.

Major Salesforce Implementation Background (Required)

• A demonstrable history of contributing as a core team member to a major, multi-cloud Salesforce implementation — ideally one spanning the full quote-to-cash and project-delivery lifecycle, rather than a single point solution.
• CPQ / Quoting: Hands-on experience with Salesforce CPQ or Revenue Cloud — product and pricing configuration, quoting, amendments and renewals, and order generation across both subscription and one-time products.
• PSA / Project Delivery: Experience with a professional services automation platform such as Certinia PSA — projects created from closed orders, milestones, time and project billing, and the handoff from delivery into billing and revenue.
• ERP / Finance: Experience with a Salesforce-native billing and accounting layer such as Certinia ERP, Salesforce Billing, and RightRev — billing, invoicing, and revenue recognition.
• Direct experience partnering with Finance, Controllership, Revenue Operations, Professional Services, and external implementation partners on quote-to-cash and order-to-cash transformations.
• Working familiarity with the financial concerns that shape these programs: revenue recognition (ASC 606), billing schedule design, invoice presentation and consolidation, dunning, payment application, deferred revenue, GL coding, and audit/SOX controls.
• Experience with data migration on a Salesforce implementation — accounts, products, active subscriptions, open contracts, in-flight projects, and billing schedules — including reconciliation back to source systems.

Qualifications

Education & Certifications

• Bachelor’s degree in Computer Science, Information Systems, or related field.
• Salesforce Advanced Administrator Certification — Required.
• Salesforce Platform Administrator II and/or Platform App Builder — Preferred.
• Salesforce CPQ Specialist Certification — Preferred.
• Certinia PSA, Revenue Management, and/or ERP certifications — a plus.
• Other combinations of education and experience may be considered.

Experience

• 8+ years as a Salesforce Administrator or Consultant supporting multi-cloud environments.
• Strong expertise with Salesforce Flows, the security model (profiles, permission sets, sharing), and environment/release execution.
• Hands-on experience with CPQ & Salesforce Billing and Experience Cloud.
• Familiarity with adjacent integrations (e.g., HubSpot, Certinia, RightRev, Snowflake, Tableau, Power BI); able to partner with developers on changes.
• Solid data stewardship: processing, validations, deduplication, imports/exports, and reconciliations.

Essential Job Tasks

• Configure and maintain Sales, Service, and Experience Clouds, CPQ & Billing, PSA, and Financial Cloud; manage objects, fields, page layouts, and record types to enable the business.
• Maintain multiple environments (dev/test/prod); schedule and execute releases and sandbox refreshes per change-control governance.
• Administer users, profiles, permission sets/PSGs, roles, sharing rules, and SSO policies; uphold least privilege standards.
• Ensure data integrity and compliance via validation rules, duplicate management, and audits.
• Design, test, and deploy Salesforce Flows (record-triggered, scheduled, subflows, invocables) and approval processes to streamline operations.
• Partner with the Developer to decide config vs. code and to harden error handling and logging.
• Build and maintain reports and dashboards for Finance, Customer Success, and Operations; enable downstream analytics handoffs (e.g., Snowflake, Tableau, Power BI).
• Triage feature requests and incidents; resolve issues across configuration, data, and integrations; communicate status and progress. Report on requests for trending analysis.
• Create or partner on SOPs, admin runbooks, and user guides; deliver targeted training for new features.
• Coordinate with integration and developer teams on connected systems (e.g., HubSpot, Certinia, RightRev, Snowflake, Tableau, SharePoint, JIRA, Slack); validate field mappings and data flows.
• Participate in UAT, cutovers, and post-release reviews; track adoption and feedback.
• Ability to evaluate Salesforce requirements and provide for:
  • Overall recommendation on whether any such requirements “should” be managed with Salesforce or not.
  • If “yes”, what is the proper way to design and build the requirement taking advantage first of out of the box objects & features and second if customization is required, how to best leverage native workflow tools like Salesforce Flows, and third, if necessary, how to customize with Apex.

Skills & Competencies

• Salesforce administration & automation: Expert with Flows (record-triggered, scheduled, subflows, invocables) and approvals; confident configuring objects, fields, page layouts, and record types across Sales, Service, and Experience; strong CPQ & Billing guardrails.
• Security & access management: Deep command of profiles, permission sets/PSGs, roles, sharing rules, field-level security, and SSO; enforces least-privilege and maintains auditability.
• Data quality & reporting: Owns validations, deduplication, imports/exports (Data Loader / Import Wizard); builds stakeholder-ready reports and dashboards and supports BI handoffs (Snowflake/Tableau/Power BI).
• Release & environments: Plans sandbox strategy and refresh cadence; promotes configuration via DevOps Center or Change Sets; coordinates UAT, cutover/rollback, and release notes.
• Integrations (admin perspective): Validates field mappings and connected apps; monitors jobs and logs with clear escalation paths; uses basic SOQL for verification; partners with developers on API/webhook/iPaaS changes.
• Support, documentation & collaboration: Triages incidents and requests to SLA; authors or partners on SOPs, runbooks, and user guides; delivers targeted training; translates business needs into maintainable configurations and communicates trade-offs clearly.

Required Knowledge

• Salesforce Clouds (Sales, Service, Experience), CPQ & Billing fundamentals, data model, and security model.
• Best practices for Flows, approvals, validation rules, duplicate prevention, and change management.
• Reporting and dashboards; basic data warehousing concepts for analytics handoffs.
• Integration touchpoints and field mapping across common enterprise systems.

• • Product Modeling.
  • Price Book modeling and Price Rules.
  • Quote Output Template construction, including Omni-Studio and/or Conga Composer integration.
  • Order Orchestration, including Salesforce Advanced Order Management module.
  • Salesforce Billing, including billing schedules, invoice construction, and presentation.
  • Usage-Based Billing, including the usage object and how to meter usage.

Key Abilities

• Translate business requirements into clean, maintainable configurations and make pragmatic config vs. code recommendations.
• Prioritize and deliver multiple requests in a fast-paced environment with attention to detail and SLA discipline.
• Collaborate effectively with Finance, Customer Success, and Operations, and partner closely with Developers and integration teams.
• Communicate clearly to non-technical stakeholders and drive user adoption.

Working Conditions

• Primarily an indoor office environment or remote equivalent.
• Rarely outdoors; rarely in temperatures above 90°F or below 40°F.
• Standard working hours, with potential for extended hours during project peaks or audit periods.
   
• Prior to hiring, BS&A requires that all candidates pass a background review.
• Final candidates may be invited to complete a scenario-based exercise designed to evaluate their problem-solving approach and role-specific skills.

Why Join Us

• Collaborative and innovative company culture.
• Competitive salary and benefits package.
• Professional development and career growth opportunities.