Salesforce Consultant (CPQ & Admin Focus)

Required Qualifications:

• Minimum 5 years of hands-on experience as a Salesforce Consultant, Business Analyst, or Senior Salesforce Administrator.

• Strong expertise in Salesforce CPQ, including product setup, bundle configuration, pricing waterfall, pricing rules, product rules, quote generation, and discount management.

• Extensive experience delivering advanced declarative solutions across the Salesforce platform, including Flows, validation rules, page layouts, custom objects and fields, security model, sharing rules, reports, and dashboards.

• Ability to gather, analyze, and document business requirements and translate them into functional specifications, user stories, and acceptance criteria.

• Experience working directly with business stakeholders and coordinating activities with external vendors, implementation partners, and third-party providers.

• Foundational programmatic knowledge with the ability to read, debug, and perform minor updates to Apex classes, triggers, test classes, SOQL queries, and Lightning Web Components (LWC).

• Experience with Jira and Agile delivery methodologies.

• Familiarity with Git-based version control and release management processes.

• Strong analytical, problem-solving, and stakeholder management skills.

• Excellent written and spoken English communication skills.

• Ability to work independently, facilitate workshops, and drive initiatives from discovery through delivery.

• Experienced in using AI tools in day-to-day workflow.

Nice to Have:

• Experience with Account Engagement (Pardot), including lead scoring, forms, automation rules, and CRM synchronization.

• Salesforce certifications such as Salesforce Certified Administrator, Salesforce CPQ Specialist, Sales Cloud Consultant, or Platform Developer I.

• Experience with CI/CD and deployment tools such as Copado, Gearset, or GitHub Actions.

• Experience with AppExchange products and third-party Salesforce integrations.

• Basic understanding of REST and SOAP API integrations.

• Experience working in international and distributed teams.

• Familiarity with enterprise CRM governance and best practices.

Project Description:

Scope of Services:

• Lead discovery sessions, workshops, and requirements-gathering activities with business stakeholders.

• Translate business needs into scalable Salesforce solutions and functional specifications.

• Serve as the primary point of contact for external vendors, implementation partners, and AppExchange providers.

• Design, configure, and maintain Salesforce CPQ solutions, including products, bundles, options, features, pricing rules, product rules, summary variables, price books, and discount schedules.

• Deliver advanced Salesforce platform configurations across Sales Cloud and Service Cloud environments.

• Create and maintain Flows, validation rules, page layouts, custom objects, custom fields, and security configurations.

• Perform light technical customizations, including analysis and minor updates to Apex code, test classes, SOQL queries, and Lightning Web Components.

• Manage Jira backlog items, user stories, acceptance criteria, and delivery tracking.

• Coordinate system testing, user acceptance testing (UAT), release activities, and user training.

• Ensure data quality, platform stability, security, and adherence to Salesforce best practices.

• Support continuous improvement initiatives and recommend enhancements to business processes and system capabilities.

• Collaborate with business and technical teams to successfully deliver Salesforce enhancements and operational support.