Synconai

Role Overview

You specialize in Salesforce commercial configuration: classic Salesforce CPQ and the newer Revenue Cloud capabilities that modernize quote-to-cash. You understand product catalogues, bundles, product and price rules, discounting, approvals, quote templates, contracts, amendments, renewals, and subscriptions. You help clients run pricing and quoting processes that sales can trust, and you advise on migration or coexistence between CPQ and Revenue Cloud without pretending they are interchangeable stickers.

What You Will Work On

• Salesforce CPQ implementations, optimizations, and remediations
• Revenue Cloud quote-to-cash capabilities and modernization programs
• Product catalogue, bundles, product rules, and price rules
• Discount schedules, approval chains, and quote document templates
• Contracts, amendments, renewals, and subscription commercial models
• Integrations to billing, ERP, or CLM systems where in scope

What You Will Do

• Lead discovery on commercial process: how products are sold, discounted, approved, and booked.
• Design product catalogues, bundles, and options that match how sales actually configures deals.
• Implement product rules and price rules that enforce commercial policy without freezing the quote UI.
• Configure discounting, approval rules, and exception paths with auditability.
• Deliver quote templates and document generation that legal and sales can both accept.
• Design contract, amendment, and renewal processes, including mid‑term changes and proration concepts where applicable.
• Model subscriptions and recurring revenue structures appropriate to the client’s pricing.
• Advise on CPQ versus Revenue Cloud fit, coexistence, and migration sequencing based on real constraints.
• Coordinate integrations to billing, ERP, or contract systems without breaking quote-to-cash integrity.
• Support data migration of products, prices, and in‑flight quotes/contracts with reconciliation checks.
• Run UAT with sales ops and commercial stakeholders using real quote scenarios.
• Document admin operating guides for catalogue changes, rule changes, and release impacts.

What You Will Bring

• 4+ years Salesforce consulting with deep CPQ delivery; Revenue Cloud exposure strongly valued.
• Hands‑on expertise across catalogue, bundles, product/price rules, approvals, and quote documents.
• Experience with amendments, renewals, and subscription‑style commercial processes.
• Ability to challenge sales‑ops requests that create unmaintainable rule explosions.
• Authorized to work remotely in the United States; overlap with US sales‑ops hours required.

Salesforce Expertise

• CPQ product catalogue, bundles, options, and product rules
• Price rules, discount schedules, and calculator behavior under real quote complexity
• Approval rules and guided selling constraints
• Quote templates, clause/document generation, and sales usability
• Contracts, amendments, renewals, and subscription mechanics
• Quote‑to‑cash process design and billing/ERP handoff considerations
• CPQ to Revenue Cloud modernization and migration assessment

Preferred Certifications

• Salesforce CPQ Specialist (strongly preferred)
• Salesforce Administrator
• Salesforce Sales Cloud Consultant
• Revenue Cloud related Salesforce credentials where held

Nice to Have

• Salesforce Billing or external billing platform integration experience
• CLM adjacency (Salesforce or third‑party contract lifecycle)
• B2B Commerce or product information management touchpoints
• Experience untangling inherited CPQ orgs with rule sprawl

How We Work

• Architect‑led delivery: solution decisions are reviewed before they become irreversible org debt.
• Ownership from discovery through production, not hand‑offs that strand the next person.
• Documentation, testing, and knowledge transfer are part of done, not optional extras.
• You work with multi‑shore pods under one architecture standard across USA and Australia hubs.

Location & Working Model

Remote, full-time. Hiring across the United States. Quote workshops and UAT typically follow US commercial stakeholder hours.

What Success Looks Like

• Sales can configure and price deals without shadow spreadsheets or hidden admin heroics.
• Rules and approvals enforce policy while remaining explainable to sales ops.
• Amendments and renewals behave predictably on real mid‑life contracts.
• CPQ vs Revenue Cloud recommendations are grounded in process and platform constraints, not slogan migrations.