Salesforce Consultant
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Salesforce Consultant (CPQ OR Revenue Cloud Advanced/RCA)
Company details:
We are a leading Canadian, AI-driven Salesforce Platinum Partner with over 17 years of expertise across the full Salesforce multi-cloud ecosystem.
We specialize in enterprise digital transformation, delivering connected commerce solutions, advanced order management systems, storefront strategy and optimization, consulting, cloud application development, and custom multi-cloud architectures tailored to complex business environments.
Key Responsibilities:
- Own and be accountable for project tasks as assigned by project leadership.
- Elicit analyses AND gather requirements within the Quote‑to‑Cash lifecycle, including industry-specific functions and approaches.
- Execute Salesforce CPQ & Billing product configuration across the full product spectrum: product configuration, pricing, approvals, output, metrics, ordering, contracting, invoicing, and payment processing.
- Facilitate discovery workshops, document user stories and acceptance criteria, and produce Functional Design Documentation (FDD) and document business requirements related to the quote-to-cash process.
- Design and configure scalable solutions within Salesforce CPQ & Revenue Cloud Advanced to meet business requirements.
- Provide 2nd and 3rd line functional support for the CPQ & Revenue Cloud Advanced environment, guiding users and resolving functional issues.
- Lead workshops and training sessions for business users.
- Collaborate closely with developers to ensure the technical solution aligns with the functional design.
- Create and maintain functional documentation, including process flows, user stories and use cases.
- Provide sound technical and business advice to customers regarding the final solution.
Requirements:
- Proven experience as a Functional Consultant, Business Analyst or similar role with a focus on Salesforce CPQ & Revenue Cloud Advanced.
- Deep understanding of quote-to-cash processes, product bundling, product rules, price rules & quote templates.
- Hands-on experience configuring Salesforce Revenue Cloud Advanced.
- Proficient in Salesforce flow development & testing.
- Excellent communication and stakeholder management skills.
- Strong analytical and problem-solving abilities.
- Ability to translate complex business needs into clear actionable requirements.
- Strong English communication skills (both written and verbal).
- Familiarity working in a DevOps environment, familiar to versioning using GIT based tools.
- Experience with Salesforce Reports & Dashboards.
Preferred Certifications:
- Salesforce Revenue Cloud Consultant (highly preferred).
- Salesforce Certified CPQ Specialist (highly preferred).
- Salesforce Certified Administrator / Advanced Administrator.
- Salesforce Certified Sales Cloud Consultant.
What we offer/Benefits:
• Dedicated period of induction: On-Boarding, Training & Mentoring
• Internal training and workshop
• 360 career management system, with dedicated career paths(horizontal, lateral, vertical), that through bi-annual evaluation process (performance reviews), can result in promotion, bonus, raise
• Technical certifications upon requests
• Flexible working schedule
• Full-remote & flexible hybrid opportunities
• Life (up to 4X annual salary) and health insurance
• Travel Insurance, travel & accommodations expense re-reimbursement (or daily allowance)
• A dedicated career path with horizontal, lateral and vertical career evolution options
• Pension - employee 2% contribution / employer 6% contribution
• Perkbox - a benefits scheme that offers retail discounts and wellbeing support, for example access to an Employee Assistance Programme
• Holidays – 28 days plus standard UK public holidays
OSF Digital is proud to be an equal opportunity employer, where you can bring your whole self to work. Join an inclusive and passionate community of professionals who help bring about digital transformation for businesses around the world. At OSF Digital, we welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, color, religion, national origin, age, marital status, or any other protected category in any of the jurisdictions in which we conduct business.