Functional Consulting (CPQ and Billing)

Employment Type

: Full-Time

Industry

: Accounting



Job Category

Customer Success Group

Job Details

Our Strategic Projects consulting team delivers large-scale, custom salesforce implementations. Engagements span across any Salesforce cloud product or solution, and often include multi-cloud implementations. Our Functional Architects and Functional Consultant leads consultative engagements with complex enterprise customers, partnering with key stakeholders to create compelling visions while advising and executing on strategies. They serve as hands-on advisors, using strong interpersonal skills, functional and/or technical knowledge, Salesforce product knowledge, industry experience, consulting experience, and knowledge of their client’s business to deliver customer ROI.

We have a variety of functional roles open on our Strategic Projects team, send us your resume, and we will follow up with you, if your profile aligns with the required skills / experience.

Functional Architects are strong presenters and facilitators, obtaining customer acceptance by understanding and delivering the right strategic vision, and driving the difficult conversations necessary to execute business strategies. They are proficient at analyzing issues and obstacles to determine root cause(s), weighing options, choosing appropriate courses of action, and measuring and revising strategy based on results. They interact with both technical and functional customers to understand requirements, analyze information, and design comprehensive solutions. They also show a strong understanding of typical business challenges faced by customers and common objectives. Senior Functional Architects contribute to thought leadership and best practices - both internally in their Community and externally in the marketplace - and advocate for change across the organization.

Functional Consultants are strong presenters and facilitators, obtaining customer acceptance by understanding and delivering the right strategic vision, and driving the difficult conversations necessary to execute business strategies. They interact with both technical and functional customers to understand requirements, analyze information, and design comprehensive solutions. They also show a strong understanding of typical business challenges faced by customers and common objectives. Senior Functional Consultants contribute to thought leadership and best practices, both internally in their Community and externally in the marketplace.

CPQ and Billing Skills:

  • Relevant Salesforce CPQ platform experience (experience with Salesforce Billing)
  • Understanding of business processes in a billing department
  • Ability to configure Rules and Objectives in support of CPQ and Billing business processes
  • Experience implementing CPQ and Billing packages

  • Responsibilities for the group:

  • Help clients consistently meet/exceed goals and metrics
  • Deliver high client satisfaction (CSAT)
  • Positively impact client renewals (when applicable)
  • Generate positive feedback from internal teams and leadership
  • Show continued professional growth and development

  • Preferred Qualifications and Skills for the group:

  • BA/BS degree or foreign equivalent
  • Relevant experience, including enterprise consulting experience, in a mid-to large-sized organization in positions of increasing responsibility
  • Proven results leading customer and/or partner success stories
  • Relevant Salesforce certifications and consulting experience are strongly recommended
  • Ability to travel (average 50%, may be higher or lower based on the client engagement)

  • Leadership Qualities:

  • PASSION: Passionate about Customer Success
  • BEGINNERS MIND: Always learning; approaches each interaction with open mind; great listener and hands-on
  • LEADERSHIP: Self-aware and strategic thinker; proficient at building strong relationships
  • COMMUNICATOR: Speaks and writes with clarity, brevity, and purpose; explains area of expertise clearly and confidently to others; influences and engages C-Level with authority and confidence
  • STORYTELLER: Confidently and effectively facilitates and presents; ably defends point-of-view; keeps audiences engaged and delivers a clear and memorable message
  • TEAM PLAYER: Proficient at collaboration and working with members of a team
  • URGENCY: Ability to move fast and drive business value and results
  • OHANA: Embodies Aloha culture; a team player that everyone enjoys working with and has a generous heart
  • TRUST: Trusts the company’s core values; shows integrity, transparency, and reliability
  • ADAPTABLE: Excels in high levels of uncertainty and change
  • COMMUNITY CHAMPION: Leads internal initiatives; actively contributes to the Community’s knowledge and resource base
  • Posting Statement

    Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.

    Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

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