• Salesforce CPQ Consultant

    OSI Digital (Dallas, TX)


    Job Description: Salesforce CPQ Consultant

     

    Employment Type: Contract 6 months

    About the Role

    We are seeking a skilled Salesforce (Steelbrick) CPQ Consultant to join our team. The ideal candidate will have strong expertise in Salesforce CPQ configuration and implementation, with the ability to translate complex business requirements into scalable and efficient solutions. You will work closely with clients and internal teams to design, implement, and optimize Salesforce CPQ processes that support sales operations and revenue growth.

    Key Responsibilities

    •      Lead requirements gathering sessions with stakeholders to understand business processes related to quoting, pricing, product configuration, and approvals.

    •     Configure and customize Salesforce CPQ features including product catalogs, pricing rules, discount schedules, quote templates, and approval processes.

    •     Collaborate with technical teams to design and implement CPQ integrations with other Salesforce Clouds (Sales Cloud, Service Cloud) and external systems (ERP, billing, etc.).

    •     Develop and maintain detailed documentation for configurations, processes, and user training.

    •     Provide subject matter expertise in Salesforce CPQ best practices to clients and project teams.

    •      Support testing, deployment, and post-implementation support activities.

    •      Troubleshoot and resolve CPQ-related issues in a timely manner.

    •      Mentor junior consultants and support knowledge sharing within the team.

    Qualifications  Required:

    o     3+ years of hands-on experience with Salesforce CPQ implementation and configuration.

    o     Strong understanding of Salesforce Sales Cloud and related objects (Accounts, Opportunities, Quotes, Products, Price Books).

    o     Experience with CPQ features such as product bundles, pricing methods, discounting rules, quote-to-cash processes, and approvals.

    o     Ability to gather requirements, design solutions, and clearly communicate recommendations to both technical and non-technical stakeholders.

    o     Salesforce Certified CPQ Specialist (or willingness to achieve certification within 3 months of hire).

    •     Preferred:

    o     Salesforce Administrator or Salesforce Platform App Builder certification.

    o     Experience with DocuSign CLM, Conga, or other quote-to-cash tools.

    o     Familiarity with NetSuite, ERP or billing system integrations.

    o     Strong analytical, problem-solving, and communication skills.

     

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