Salesforce CPQ Consultant Job at OSI Digital, Dallas, TX

S0ZmVVg5d1UxMUwyTmR3UU1nVndZeHFyNVE9PQ==
  • OSI Digital
  • Dallas, TX

Job Description

Job Description: Salesforce CPQ Consultant
Location: Dallas, TX or Irvine, CA
  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.

 

Job Tags

Contract work,

Similar Jobs

Seneca Family of Agencies

Director of Youth Crisis Services Job at Seneca Family of Agencies

 ...Director provides regulatory leadership for youth residential and crisis stabilization services, overseeing all administrative,...  ...enforcement, to create a network of support for those in need. Managing the program budget and maintaining financial sustainability.... 

Threes Brewing

Staff Accountant Job at Threes Brewing

 ...compensation: $70-85K base depending on experience, plus performance bonus Benefits: Health insurance, pre-tax commuter benefits, generous beer allowance Growth: Opportunity to build finance function and grow with the company Culture: Work with a mission-driven team in... 

Kubicki Draper

Litigation Associate Attorney Job at Kubicki Draper

 ...the use of Word, Microsoft Office, PowerPoint & Excel Draft/review substantive pleadings and motions Respond to motions & discovery...  ..., 401k (with match) Diversity - 56% of Kubicki Drapers attorneys are female. Almost half of our shareholders and executive leadership... 

United States Fund for UNICEF

Senior Project Manager, Integrated Campaigns Job at United States Fund for UNICEF

 ...UNICEF USA advances the global mission of UNICEF by rallying the American public to support the worlds most vulnerable children....  ...Integrated Campaigns position will be instrumental in ensuring cross-channel and divisional strategic alignment for all Integrated campaigns... 

The Glass Jar

Shift Lead - The Penny Ice Creamery Job at The Glass Jar

 ...The Penny Ice Creamery | Made From Scratch The Penny Ice Creamery is seeking Shift Leads for our Scotts Valley location! The Penny Ice Creamery is the only ice cream shop in Santa Cruz that makes ice cream completely from scratch, in house, using local and...