Supervisor, Salesforce CPQ

Salesforce CPQ - Solution Architect ( USI)

RSM is the leading provider of audit, tax and consulting services to the middle market, which is the engine of global commerce and economic growth. With over 1 5 , 000 employees across the U. S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients evolving needs in today s ever-changing business environment.

Through a supportive, caring culture, our people are empowered to be their authentic selves, make an impact, own their futures and achieve their personal and professional aspirations. Together, our people s individual talents and diverse perspectives strengthen our teams and enhance the unique insights that we provide to our clients.

As a member of RSM s consulting team, you ll work directly with key decision makers and company owners to gain a better understanding of the challenges they face. This experience also allows you to see firsthand the positive impact your efforts can have on the client's success.

The Solution Architect serves as subject matter expert on Salesforce Configure, Price, Quote projects responsible for client delivery, proposals, new business opportunities, and knowledge management. The Solution Architect understand business requirements , translate to product and technical requirements and can individually and lead a team to design and /develop quality solutions that meet the requirements.

Key Responsibilities

• Deliver as an individual contributor, but also able to lead a team of Business Analysts, Consultants, Developers and/or Solution Architects either in standalone projects or as a workstream leader in a larger engagement

• Work with Business Analyst (US and potentially USI based) to capture , un derstand , recommend best practices and assist with prioritizing Client business requirements .

• Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product . Own the solution design and delivery of the project to completion

• Lead technical design sessions; understand , estimate, and solution user stories; develop technical solution documentation aligned with the business objectives .

• Demonstrate Salesforce CPQ thought leadership and educate clients on Salesforce platform best practices and ensure adherence across the implementation team . Understand and provide thought leadership on the Lead-to-Cash lifecycle . Understand specific industry best practices and implementations . Industry experience in High-tech, SaaS, Manufacturing, Services industry experience is a plus.

• Assist with creating best practice assets and accelerators in Lead-to-Cash / Quote-to-Cash as part of building Intellectual Property into the practice

• Provide Salesforce CPQ expertise during sales efforts to estimate the technical level of effort.

• Understand and apply new product and technical capabilities from Salesforce during new product releases and acquisitions.

• Coach and mentor junior resources; own responsibility for ongoing configuration and development of resources on Salesforce projects.

Qualifications:

• Overall, 7-10 years of experience with 5+ years of functional, hands-on Salesforce CPQ experience; 2 + years in leading Salesforce CPQ project implementations as a Solution Architect.

• Lead and assist Business Analysts to t ranslate business requirements into functional user stories .

• Own the design of scalable best practice solutions using Salesforce CPQ /Revenue Cloud , along with the suite of Salesforce products and 3rd party applications.

• Sound ability to provide level of effort estimates and coordinate prioritization efforts.

• Must possess strong communication and interpersonal skills and manage task assignments for yourself and within teams. Monitor and drive issues to resolution.

• Hold, at minimum, the Salesforce CPQ Specialist and Salesforce Certified Administrator certifications . And if you have Salesforce Revenue Cloud (RLM) experience , that is a plus.

Preferred

• Experience with: Advanced Approvals, Salesforce Communities, Salesforce Billing, Recommending CPQ solutions.

• Functional knowledge of 3rd Party Applications: Prodly for data deployments, Document generation, such as Conga o r Drawloop ; Contract Lifecycle Management , such a s SpringCM , IronClad ; Electronic signature, such as DocuSign or Ado be Sign . In tegrations with ERP and Revenue Recognition software is a plus.

• Proficiency in Agile or Agile-hybrid methodologies.

• Administering comprehensive training and documentation to both end-users and CPQ admin users.

• Preferred Salesforce Certifications: Revenue Cloud Accredited Professional, Salesforce CPQ Specialist, Community Cloud Consultant, Sales Cloud Consultant, Service Cloud Consultant, Platform Developer I, Data Architecture and Management Designer, Sharing and Visibility Designer, Development Lifecycle and Deployment Designer.

• Travel Required: 30 %