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Remote Salesforce CPQ/Revenue Admin Business Consultant

Insight Global

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At a glance

Compensation
No compensation found
Location
Remote · US
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Active Salesforce Administrator CertificationSalesforce CPQ Specialist Certification

Job overview

The Salesforce CPQ/Revenue Cloud Business Consultant partners with clients to gather requirements, lead workshops, and translate business needs into scalable Salesforce solutions, configuring CPQ, Sales Cloud, and related functionalities while providing client‑facing advisory and ensuring high‑quality documentation throughout the project lifecycle.

Skills & qualifications

RequiredNice to have

Skills

Salesforce CPQSales CloudSalesforce BillingContract Lifecycle ManagementRevenue CloudAdvanced ApprovalsService CloudMarketing CloudAI Powered ToolsClient Facing CommunicationProblem SolvingLeadershipDocumentationData MigrationRelease Activities

Qualifications

2+ Years Salesforce Administration or Consulting ExperienceActive Salesforce Administrator CertificationSalesforce CPQ Specialist Certification

Full job description

Job Description

As a Salesforce CPQ/Revenue Cloud Business Consultant, you will partner with clients to gather requirements, lead workshops, and translate business needs into scalable Salesforce solutions. You will be responsible for configuring and optimizing Salesforce CPQ and core Sales Cloud functionality, including product catalogs, pricing rules, quote templates, bundles, discount schedules, approvals, and quote-to-contract processes. Day to day, you will execute declarative system enhancements, deploy Solution Architect designs, support data migration and release activities, and ensure high-quality documentation is created and maintained. You will serve as a client-facing advisor during requirements sessions, demos, user acceptance testing, and training, proactively identifying risks, managing stakeholder expectations, and collaborating with project managers to address scope or requirements gaps. You will also work closely with clients to identify future enhancements, prioritize backlog items, and drive continuous improvement initiatives. In addition, you will leverage AI-powered tools to accelerate delivery, contribute to testing and requirements analysis, mentor junior consultants, and help maintain delivery quality across the project lifecycle. Strong communication, problem-solving, and leadership skills are essential, as you will often act as a trusted consultant and key point of contact for both clients and internal teams.

Skills and Requirements

2+ years of experience administering or consulting on the Salesforce platform, with hands-on configuration across Salesforce CPQ (product catalog setup, pricing rules, quote templates, bundle and option configuration, discount schedules, approval processes, and quote-to-contract workflows) Experience with core Sales Cloud objects and configuration (opportunities, products, pricebooks, quotes) Active Salesforce Administrator certification Capable of completing at least 80% of declarative build needs without detailed solution notes, including installing common AppExchange packages, and can execute Solution Architect designs with minimal oversight Comfortable as a client-facing point person for portions of workshops, requirements sessions, demos, testing, and training, keeping stakeholders aligned and raising risks early Understands the SOW and can identify risks such as scope creep or unclear requirements, partnering with PMs to propose next steps before issues escalate alesforce CPQ Specialist certification Exposure to Salesforce Billing is a plus Familiarity with contract lifecycle management (CLM), renewals, and amendment processes is a plus Exposure to Revenue Cloud or Advanced Approvals is a plus Experience with additional clouds (Sales Cloud, Service Cloud, Marketing Cloud) is a plus

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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