Full job description:
Optimyzn is seeking a highly skilled Salesforce CPQ Order-to-Cash Specialist to join our Business Transformation team. In this role, you will act as an extension of our client’s team, advising on and leading transformative initiatives that drive operational excellence. You will play a functional role in high-impact projects, serving as a key liaison between stakeholders and finance teams to identify improvement opportunities and execute meaningful changes. The ideal candidate will bring extensive experience in Salesforce CPQ and a deep understanding of the order-to-cash cycle, ensuring seamless integration across sales, finance, and operations. If you are passionate about streamlining sales and billing processes and delivering measurable results, we encourage you to join our transformative team.
Key Responsibilities
Salesforce CPQ Implementation & Management:
- Configure and maintain Salesforce CPQ to meet business requirements.
- Work with stakeholders to gather requirements and translate them into technical solutions.
- Manage CPQ configuration, product rules, pricing rules, discount schedules, and approval processes.
- Optimize CPQ processes to reduce quote errors and improve sales efficiency.
- Assist in creating comprehensive technical documents.
- Extensive knowledge of product configuration, complex pricing rules & sequence, quote configurator plugins & Salesforce CPQ APIs.
- Proficiency in various CPQ functionalities like perpetual and subscription-based licensing, various discounting models, amendments, extensions, co-terming and renewals.
- Solid experience in data migration strategy, tools and processes.
Order-to-Cash Process Optimization:
- Ensure seamless integration between Salesforce CPQ and other systems (ERP, CRM, etc.) in the order-to-cash process.
- Be an active member of a technical support team and manage the resolution of critical incidents.
- Automate billing, invoicing, and payment processes to improve cash flow.
- Work with finance teams to ensure accurate revenue recognition.
- Develop and maintain reports and dashboards to monitor the order-to-cash cycle.
Collaboration & Training:
- Collaborate with cross-functional teams (Sales, Finance, Operations) to ensure alignment and streamline processes.
- Provide training and support to end-users on Salesforce CPQ functionalities and best practices.
- Serve as the subject matter expert (SME) for Salesforce CPQ and related order-to-cash processes.
Continuous Improvement:
- Identify opportunities to improve the order-to-cash process, reduce cycle times, and enhance customer satisfaction.
- Stay up-to-date with Salesforce updates and industry trends to recommend and implement new features and functionalities that can be used to achieve maximum results.
- Troubleshoot and resolve issues related to Salesforce CPQ and the order-to-cash process.
- Remain knowledgeable of current technology and carry out research to identify new trends that can be used to achieve maximum results.
Competencies
- A motivated finance-focused individual with a minimum of four plus years of combined experience in industry, finance and strategic consulting, as well as operational finance and accounting, with expertise in the quote-to-cash business cycle.
- Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey, including strategy development, planning, delivery, and execution.
- Experience in professional service consulting and/or client engagement management.
- In-depth knowledge of the end-to-end quote-to-cash (QTC) process, encompassing order management, credit analysis, invoicing, accounts receivable, collections, adjustments and deductions, and revenue recognition.
- Comprehension of business functions that follow revenue recognition, including reporting.
- Possesses functional, technical, and/or business knowledge related to people, processes, and technology in the context of sales and finance operations.
- Familiarity with QTC technology solutions for CRM, billing, and revenue recognition (Salesforce, Zoho, Monday.com, Hubspot, Freshsales, Zendesk, Pipedrive, etc.).
- Project management experience is a plus, showcasing the ability to plan, organize, and execute projects effectively.
- Experience in the SaaS industry is a plus, indicating an understanding of specific order management needs and regulations.
Required Education and Experience
- At least 4 years of Salesforce CPQ experience and strong knowledge of Salesforce products.
- Salesforce CPQ certifications required.
- Bachelor’s degree or equivalent professional qualification preferred.
Benefits
- Comprehensive health insurance, including medical, dental, vision, and an Employee Assistance Program (EAP).
- 401K retirement plan.
- Paid holidays, sick leave, and vacation time.
- Cell phone stipend.
About Us
At Optimyzn, we foster a collaborative and team oriented workplace where innovation and expertise drive success. We offer competitive compensation and comprehensive benefits to support our employees’ growth and well being.
Optimyzn is a leading Salesforce consulting firm committed to helping businesses maximize their CRM potential. We specialize in Salesforce implementation, customization, and optimization, delivering tailored solutions that enhance efficiency and drive business growth. Our team of experts partners closely with clients to transform their Salesforce experience and achieve their strategic objectives.
Final candidates will undergo a background check, motor vehicle report, and drug screening.
We kindly request that external recruiters refrain from contacting us regarding this role.