CAREER
Salesforce Functional Consultant, CPQ
Are you passionate about designing smart Quote-to-Cash solutions in Salesforce? Join us to work on end-to-end CPQ & Billing implementations, collaborate with cross-functional teams, and deliver impactful Revenue Cloud solutions for our clients.In this role, you will:
- Own and be accountable for project tasks as assigned by project leadership.
- Gather requirements within the Quote-to-Cash lifecycle, including industry-specific functions and approaches.
- Execute Salesforce CPQ & Billing product configuration for implementation build purposes across the full product spectrum: product configuration, pricing, approvals, output, metrics, ordering, contracting, invoicing, and payment processing.
- Execute effective processes, including project methodologies, configuration standards, and meeting preparation.
- Perform Quality Assurance at the unit and system levels.
- Provide sound technical and business advice to the customer at all times with respect to the final solution.
- Facilitate discovery workshops, document user stories and acceptance criteria, and produce functional design documentation (FDD).
- Configure and test CPQ pricing logic (Price Rules, Product Rules, Discount Schedules), amendments, renewals, and contract lifecycle scenarios.
- Support data migration scoping (products, price books, contracts, subscriptions) and collaborate with technical teams for integrations (e.g., ERP, payments).
- Plan and support UAT, training, and enablement; contribute to go-live readiness and hypercare.
- Work with cross-functional stakeholders to align Q2C processes across Sales, Finance, and Operations.
- Form and test hypotheses based on a methodical examination of detailed evidence.
- Arrive at coherent conclusions through a consistent application of reason and rigorous analysis.
- Formulate a broader perspective of an issue by recognizing the interrelationships and interaction between elements.
- Deliver to clear outcome-based targets and measures. Work with a strong sense of urgency towards getting the job done.
- At least 1 year of experience on Salesforce implementations with exposure to CPQ, Billing, or Quote-to-Cash processes (replaces Sales Cloud–only focus to better fit Revenue Cloud).
- Understanding of efficient business processes (sales, order management, renewals).
- Strong communication skills with experience in messaging to external customers.
- A savvy risk-taker who naturally builds trust and an entrepreneur at heart who is driven to help their customers and, therefore, our company succeed.
- Core Salesforce configuration experience.
- Proficiency with Salesforce Flows.
- Experience with Salesforce Reports & Dashboards.
- Hands-on Salesforce CPQ configuration: Product Rules, Price Rules, Bundles, Attribute-based configuration, Approval rules.
- Understanding of Billing concepts: invoices, credit/debit notes, tax handling, revenue schedules, payment processing, and collections basics.
- Experience with amendments, renewals, ramp deals, and subscription lifecycle management.
- Familiarity with the Salesforce data model for Products, Price Books, Quotes, Contracts, Subscriptions, and Orders.
- Ability to translate business requirements into declarative solutions and clearly articulate trade-offs.
OSF’s Values
Disclaimer:
OSF Digital does not accept unsolicited CVs from recruiters or employment agencies in response to the OSF Digital Careers page or an OSF DIGITAL social media post. We consider any resume (CV) or biography received from a recruiter or employment agencies without prior approval from a member of our Talent Acquisition Department to be unsolicited and gratuitous, and such submissions will not be recognized by OSF Digital for purposes of “ownership” of the candidate.Have Questions About Joining OSF?
Whether you’re exploring a specific role or want to learn more about life at OSF, our recruitment team is here to help. Reach out using the form and we’ll get back to you as soon as possible.