Location- Milwaukee, WI
Experience: 15+ years overall, 5+ years Salesforce CPQ
Role Summary
A hands-on Salesforce CPQ Architect to lead the design and delivery of complex Quote-to-Cash solutions for an enterprise client. You will own the end-to-end CPQ architecture — from product catalog and pricing strategy through quoting, approvals, contracts, and downstream billing/ERP integration — while working onsite alongside client business and IT stakeholders.
Key Responsibilities
– Own the overall solution architecture for Salesforce CPQ across product modeling, pricing, discounting, quoting, approvals, amendments, and renewals
– Lead discovery and design workshops with sales operations, pricing, finance, and IT teams to translate Quote-to-Cash business processes into scalable CPQ designs
– Define the product catalog structure for complex configurable/engineered products, bundle configurations, option constraints, price rules, discount schedules, and approval matrices
– Architect quoting models that span hardware, installation labor, and recurring service/monitoring agreements within a single quote
– Architect integrations between CPQ and ERP, billing, CLM, and order management systems (via MuleSoft, Boomi, or similar middleware), including multi-ERP landscapes (SAP and Oracle)
– Establish design standards, governance, and best practices; review configurations and code from build teams
– Guide data migration strategy for products, price books, contracts, and in-flight quotes
– Advise on performance, scalability, and quote calculation optimization (QCP, large bundles, ramped deals)
– Support pre-sales, estimation, and roadmap planning as a trusted advisor to client leadership
– Mentor developers, admins, and junior architects on the delivery team
Required Qualifications
– 5+ years of hands-on Salesforce CPQ implementation experience, with 2+ full-lifecycle enterprise deployments in an architect role
– Deep expertise in product bundling, price rules, quote calculator plugins (QCP), advanced approvals, and contract/amendment/renewal flows
– Strong understanding of Quote-to-Cash and Lead-to-Order processes, including billing and revenue recognition touchpoints
– Experience integrating Salesforce with ERP systems (SAP, Oracle, NetSuite) via middleware
– Proficiency with Sales Cloud architecture, Flow, Apex (read/review level), and data modeling
– Salesforce CPQ Specialist certification required; Application Architect or System Architect strongly preferred
– Excellent client-facing communication skills and proven ability to operate independently onsite
Preferred Qualifications
– Exposure to Salesforce Revenue Cloud / Revenue Lifecycle Management (RLM) and migration considerations from legacy CPQ
– Experience with Conga or DocuSign CLM, Salesforce Billing, or subscription/recurring-revenue models (e.g., monitored services, SaaS-attached hardware)
– Industry experience in building technologies, HVAC, fire & security, industrial equipment, or discrete manufacturing — including engineered-to-order and configure-to-order product models
– Familiarity with channel/dealer quoting models and field sales organizations
Thanks & Regards
Rahul Pandey
rahul.pandey@quantumworldit.com
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