CPQ Salesforce Consultant

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November 21

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CrossCountry Consulting

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B2B • Finance • Enterprise

CrossCountry Consulting is a business advisory firm that provides integrated solutions for financial and risk management. Their expertise includes technical accounting, financial reporting, operational accounting optimization, and integrated risk management. The company also specializes in technology-enabled transformation, supporting organizations with finance transformation, data transformation, and analytics. CrossCountry Consulting serves various industries such as financial services, life sciences, technology, media, telecommunications, real estate, hospitality, and government contracting. With a focus on strategic finance, the firm helps clients through transactions like IPO readiness, mergers and acquisitions, and divestitures. They aim to create present and future value for businesses by collaborating with CFOs, private equity sponsors, and corporate leaders to solve current challenges and prepare for future success.

501 - 1000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

💰 $1.5M Venture Round on 2021-02

📋 Description

• Support Salesforce CPQ implementation and optimization projects, including configuration, testing, and go-live preparation • Collaborate with clients to analyze business processes and design tailored CPQ solutions that align with strategic goals • Assist in developing solution architecture and managing the approval, development, and testing lifecycle • Contribute to the configuration and deployment of Salesforce CPQ, including pricing rules, product bundles, quote templates, and approval workflows • Coordinate integration of third-party applications and data sources with Salesforce CPQ • Provide excellent client service and develop and nurture client relationships, serving as a liaison between clients and project teams • Assist senior team members in engagement planning, budget development, progress monitoring, and quality control of deliverables • Evaluate and escalate project issues, risks, or conflicts as needed, offering proactive suggestions for resolution • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

🎯 Requirements

• 5+ years’ experience implementing or managing Salesforce CPQ+ • Hands-on experience implementing and configuring Salesforce CPQ, including product catalog setup, pricing strategies, and quote-to-cash processes • Strong understanding of Salesforce architecture and related clouds (Sales Cloud, Service Cloud, Experience Cloud) • Demonstrated ability to work with clients to identify business needs and translate them into technical solutions • Proficiency in Excel, Word, PowerPoint, and Outlook • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards • Willingness to travel up to 20%, based on client needs • Salesforce Certified CPQ Administrator certification • Salesforce Administrator certification • Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field (preferred)

🏖️ Benefits

• comprehensive healthcare options, including medical, dental, and vision coverage • flexible spending accounts • a 401(k) with company matching • generous parental and maternity leave policies • technology stipends • wellness reimbursement programs