CPQ Solution Architect

Solutions Architects provide technical guidance, design, and architecture to the development of Salesforce.com and other SaaS applications to support business and product strategies. This role is primarily focused on the quote to cash (QTC) business processes using Salesforce CPQ and Billing (Revenue Cloud) and contract lifecycle management (CLM). Solutions Architects lead technical requirements gathering sessions and design, oversee, and approve creation and maintenance of application and system design documentation. This role will serve as the specialist on Salesforce QTC initiatives and provide architectural and design leadership.

Solutions Architects provide technical guidance, design, and architecture to the development of Salesforce.com and other SaaS applications to support business and product strategies. This role is primarily focused on the quote to cash (QTC) business processes using Salesforce CPQ and Billing (Revenue Cloud) and contract lifecycle management (CLM). Solutions Architects lead technical requirements gathering sessions and design, oversee, and approve creation and maintenance of application and system design documentation. This role will serve as the specialist on Salesforce QTC initiatives and provide architectural and design leadership.

Responsibilities

• Be the primary face and voice to our clients, keep projects on schedule, and implement key configuration decisions


• Able to orchestrate the design and configuration that the team of QTC specialists can declaratively configure


• Leads discovery and requirements sessions with clients and other consultants


• Works collaboratively across teams, defines the system architecture, and helps to design-build high-level architectural specifications, ensuring feasibility, functionality, and integration with existing platforms


• Translates product and business needs to technical specifications and design documents


• Provides technical leadership to colleagues through coaching and mentorship


• Assists in technical design as well as hands-on implementation, using your broad knowledge to guide and influence tough technical agreements


• Develops and implements new product features and improves existing functionality


• Conducts comprehensive business consultation and requirement discussions, white-boarding, and process flow designs


• Functional understanding of the customer’s use cases, designing solutions to best suit underlying products, broader IT landscape architecture, integration interface design, and overall program outline from a functional and architecture perspective


• Participates in pre-sales activities and internal initiatives as required


• Acts as a brand steward who embodies the values of Coastal Cloud and demonstrates our collective commitment to client success


• Proven attention to detail and quality, knowing that this aspect of the Salesforce platform has direct implications on revenue for our clients

Required Skills, Education and Experience

• Minimum of 3 years Solution Architect experience (or a similar role), excellent organizational skills, and ability to handle multiple tasks simultaneously


• Minimum of an active Salesforce Administrator or other Salesforce certification required; CPQ and Revenue Cloud Certified preferred


• 3+ years of advanced skills in Salesforce, Force.com, business analysis, and project scoping


• Solid experience in data modeling concepts and tools


• Applied knowledge of Salesforce and the Sales, Services, and Marketing functions


• Ability to develop practical solutions and methodologies on the Salesforce platform


• Deep understanding of sales-related tools and processes including quoting, contracting, document generation, e-signature, billing, and integration frameworks


• Design innovative and scalable solutions to deliver products in a dynamic environment


• Excellent communication and collaboration skills with both technical and non-technical peers


• Experience crafting data models and APIs using Force.com technologies


• Able to work in a fast-paced, dynamic environment with cross-functional teams internally and at customer location


• Strong technical, analytical, problem-solving, and stakeholder management skills required


• Exceptional verbal and written communication skills, with a proven ability to communicate to different audiences


• Demonstrate intellectual curiosity


• Demonstrate experience using flow process software including Lucid Chart, Visio, or other tools


• Experience successfully working on engagements utilizing Agile or Iterative project methodologies


• Strong problem solving and troubleshooting skills with the ability to exercise mature judgment


• Experience in onsite functional or technical roles on at least four full-lifecycle CPQ projects, with strong implementation expertise in at least two of the following technologies: Conga CPQ and CLM, Salesforce CPQ and billing, Vlocity CPQ


• Experience defining systems strategy, road-map, developing process flow diagrams, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions


• Proficient in all phases of the Application Development Lifecycle


• Strong technical project management and/or leadership skills


• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future


• Experience with relevant AppExchange templating and e-signature tools such as Conga, Docusign, and Adobe Sign


• Must have full-time permanent U.S. work authorization


• Note – Determination of Senior (role name) will be based upon the candidate’s previous relevant experience and depth of skills, and will be determined through our skills interview process

Additional Preferred Skills

• Bachelor’s or Master’s degree in Computer Science, Information Technology, or related field preferred