Salesforce CPQ/Billing Consultant

This role requires working closely with the Client and project team for overall implementation and support of Salesforce CPQ/Billing projects. Should be hands-on Salesforce with good experience in the implementation of Salesforce CPQ/Billing projects and handling customer support.  Should be a good team player having good communication and interpersonal skills. Candidate should have worked on a minimum of 2 to 5 end to end Salesforce Implementation including solution design.

  • Education: BE/BTech, MCA/MTech, MSc.

  • Experience: 3+ years in Salesforce with CPQ/Billing

  • Reports to: Project Manager/Sr Project Manager


  • Participate in overall Business Requirements gathering, documentation of overall solution.
  • Salesforce Hands-on Configuration, Solutioning, Implementation, and support.
  • Ensure the best practices implementation based on Industry standard.
  • Candidates with exposure to Salesforce Pre Sales and demo preferable
  • Good experience in Configure, Price Quote, and Billing processes, including enhanced Price Catalog & price book, Advance approvals and Order management, Invoicing, Contracts and Revenue reporting.
  • Need to be involved in Reviews, check the feasibility of the solution and functional fitment as per Salesforce out of the box functionality and best practices.
  • Should be well versed in setting up product and pricing rules, discount controls, conditional quotes, advanced approvals, Invoicing, and Revenue Schedules.
  • Align customer expectations, ensuring smooth and timely project delivery and support.
  • Prepare test cases of modules implemented, validate the deliverables before Client testing and UAT.
  • Follow up with Client and Support for issue resolution.
  • Documenting the resolution of issues and sharing with the internal team on an ongoing basis.
  • Interact with the key end-users and business owners to map applications to standard business processes and conduct gap analysis
  • Suggest process improvements based on the application capability and industry best practices
  • Support all formal documentation of implementation and provide relevant functional inputs to technical team
  • Contribute to the training and development of key Salesforce team.
  • Support in Pre Sales, demos and estimates as an when required.
  • Ensure weekly Client reporting and support to the Project Management team.


  • Bachelor’s degree preferably in Engineering, MCA, MSC, or Accounting.
  • Minimum 3 years’ experience in Salesforce CPQ/Billing with 2+ end-to-end implementation in Salesforce
  • Good knowledge of all functional process related to CPQ/Billing and platform capabilities
  • Salesforce Admin and Salesforce CPQ certification preferred.
  • Demonstrated experience in translating customer business requirements into workable business solutions, preferably on SaaS.

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