Salesforce Revenue Cloud with Marketing Platforms
Remote
Duration 3 + MOnths
Travel is expected 15-20%.
The Salesforce Consultant will be responsible for designing, implementing, and optimizing Salesforce solutions across Revenue Cloud (CPQ & Billing), Sales Cloud, and Marketing platforms (Pardot/Marketo) .
This role focuses on enabling end-to-end Quote-to-Cash and Lead-to-Revenue processes, improving sales effectiveness, automating pricing and billing workflows, and enhancing customer engagement through integrated digital experiences.
Key Responsibilities
Business Analysis & Solution Design:
- Collaborate with stakeholders to understand business processes across sales, pricing, billing, and marketing.
- Design and build requirements into scalable Salesforce solutions.
- Prepare solution design documents, system architecture, and ERDs.
- Map requirements to out-of-the-box capabilities and identify customization needs.
- Guide stakeholders on buy vs build decisions.
Revenue Cloud (CPQ & Billing):
- Configure Salesforce CPQ for complex pricing, discounting, bundling, and approvals.
- Implement Salesforce Billing including invoicing, payment collection, and revenue recognition.
- Design and manage subscription and recurring revenue models, including usage-based products.
- Optimize Quote-to-Cash processes to improve accuracy and reduce cycle times.
- Build advanced logic such as product rules, price rules, automation flows, and guided selling.
Sales Cloud & Marketing:
- Configure Sales Cloud features: Lead Management, Campaigns, Forecasting, Territory Management, and Sales Cadences.
- Implement Marketing automation solutions (Pardot/Marketo).
- Implement AppExchange tools (DocuSign, Conga, Spiff/Xactly, Sales Navigator).
Integration & Architecture:
- Support designing integrations with ERP systems (NetSuite), payment gateways, and tax engines.
- Use REST/SOAP APIs and middleware tools such as MuleSoft or Boomi.
- Ensure secure architecture including SSO.
Automation & Delivery:
- Develop workflows, approval processes, and flows.
- Configure reports and dashboards.
- Prepare runbooks and documentation.
- Conduct user training and support post-go-live enhancements.
Required Skills & Qualifications
- 10+ years of Salesforce experience.
- Strong expertise in Revenue Cloud (CPQ & Billing), Sales Cloud, and Marketing platforms.
- Proven experience in end-to-end implementations.
- Strong understanding of Quote-to-Cash and Lead-to-Revenue processes.
- Hands-on experience with product configuration, pricing, subscriptions, Apex, LWC, and automation flows.
- Knowledge of revenue recognition standards (ASC 606 / IFRS 15).
- Experience with integrations and DevOps practices.
- Strong communication and stakeholder management skills.
Certifications
Required:
- Salesforce Sales Cloud Consultant
- Salesforce CPQ Specialist / Revenue Cloud Consultant
Preferred:
- Experience Cloud Consultant
- Agentforce Specialist
- Salesforce Certified Application Architect
- Platform Developer I & II
- Integration Architecture Designer
Nice-to-Have
- CLM implementation experience
- Experience with compliance standards (ASC 606, IFRS 15)
- Exposure to CLM workflow integration
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