Salesforce Revenue Cloud Advanced Consultant

About TechTorch

TechTorch is a high-growth enterprise technology consultancy that partners with the world's leading private equity-backed businesses. We deliver AI-powered solutions, accelerators, and data-driven transformation initiatives that drive measurable value at speed and scale.

Our mission is to redefine enterprise technology consulting for private equity. We combine the agility of a scale-up with the discipline and rigor demanded by the most sophisticated investors and operators.

TechTorch was founded by seasoned leaders - including former Bain consultants, CIOs, and tech executives - with deep expertise in technology, transformation, and value creation. We are not a typical startup. We were built to succeed and to deliver results that matter.

Role Overview

We are seeking an experienced Salesforce Revenue Cloud Advanced Consultant to join TechTorch's Commercial Excellence Practice. This is a senior, hands-on delivery role for a practitioner who has deep, configured-in-production knowledge of Salesforce Revenue Cloud - including Product Catalog, Pricing, CPQ, Contracts, Amendments, and Billing - and who can lead solution design and implementation end-to-end with PE-portfolio clients.

You will be the go-to Revenue Cloud expert on client engagements, responsible for hands-on configuration, solution architecture, client workshops, and technical oversight. You will work alongside TechTorch architects, delivery leads, and AI-native tooling to accelerate outcomes and deliver measurable commercial value.

What You'll Do

Solution Architecture & Design

▪ Design scalable, production-ready Salesforce Revenue Cloud solutions aligned to client quote-to-cash processes.

▪ Architect end-to-end CPQ and billing solutions including product catalog, pricing models, approval workflows, contracts, amendments, and revenue recognition inputs.

▪ Provide platform strategy and thought leadership on integrating Revenue Cloud with Salesforce Sales Cloud, Service Cloud, Experience Cloud, and downstream ERP or billing systems.

▪ Document solution designs, data models, integration patterns, and architectural decisions for client review and internal knowledge management.

Revenue Cloud Hands-On Configuration

Deep, hands-on configuration experience is required across the following Revenue Cloud capabilities:

▪ Product Catalog: Create and manage products, product families, product attributes, and product rules (option constraints, configuration rules, pricing conditions).

▪ Pricing & Price Books: Configure standard price books, segmented pricing, discount schedules (block, slab, term), price waterfall, and price rule actions.

▪ Quote Configuration: Build and configure quote templates, quote line editor, quote approval processes, guided selling flows, and output documents.

▪ CPQ Logic: Set up product bundles, required components, optional features, exclusion rules, and look-up / summary pricing rules.

▪ Contracts & Amendments: Configure contract creation from orders, amendment flows, co-term logic, and renewal quote automation.

▪ Orders & Order Management: Configure order activation, order products, and handoff to fulfilment or billing workflows.

▪ Billing (Revenue Cloud / Stripe / NetSuite): Set up billing schedules, invoice runs, credit notes, payment terms, and integration handoff to downstream billing or ERP systems such as NetSuite SuiteBilling or ZoneCo.

▪ Revenue Recognition: Support SSP configuration, performance obligation setup, and revenue schedule inputs where required.

▪ Usage-Based & Subscription Billing: Configure usage summaries, rated usage, subscription products, and evergreen or auto-renew logic.

▪ Agentforce Revenue (Advanced Advantage): Knowledge of Agentforce Revenue capabilities, AI-assisted quoting, product recommendation agents, and pipeline-to-revenue automation is highly desirable.

Implementation Leadership

▪ Partner with business stakeholders and technical teams to transform requirements into effective, configured Salesforce solutions.

▪ Lead and facilitate discovery workshops, solution design sessions, and UAT planning.

▪ Translate business requirements into user stories, functional specifications, and configuration workbooks.

▪ Own delivery of configured Revenue Cloud solutions through sprint cycles from dev sandbox to production.

Integration Design

▪ Architect and oversee integrations between Revenue Cloud and ERP systems (NetSuite, SAP, Sage), financial platforms, HCM, and fulfilment applications.

▪ Define integration data contracts, field mappings, sync direction, frequency, error handling, and monitoring.

▪ Work with middleware platforms such as MuleSoft, Workato, or similar iPaaS tools to govern integration delivery.

▪ Ensure revenue data accuracy and reconciliation between Salesforce and downstream finance systems.

Governance & Standards

▪ Develop best practices, development standards, and architectural guidelines for Revenue Cloud implementations.

▪ Define naming conventions, metadata governance, deployment processes, and change management controls.

▪ Maintain configuration documentation, decision logs, and sprint-level delivery artefacts.

AI-Native Delivery

▪ Use AI-native delivery practices including LLM-assisted requirements analysis, solution documentation, Flow generation, and rapid prototyping.

▪ Apply conversational development workflows to generate, refine, test, and explain Salesforce artifacts such as Flows, validation rules, Apex logic, and integration specifications.

▪ Use AI tools responsibly while maintaining strong consulting discipline, quality standards, and platform best practices.

Mentorship & Stakeholder Management

▪ Serve as trusted Revenue Cloud advisor to client stakeholders, translating complex platform capabilities into clear business outcomes.

▪ Mentor junior consultants and analysts in Salesforce architecture, configuration, and delivery best practices.

▪ Support pre-sales activities including solution scoping, effort estimation, and proposal development.

Who You Are

Revenue Cloud & Quote-to-Cash

▪ Hands-on, production-level experience with Salesforce Revenue Cloud (formerly CPQ + Billing) - not just awareness, but built and delivered.

▪ Deep understanding of the full quote-to-cash lifecycle: quoting, pricing, approvals, contracting, amendments, renewals, order management, billing, and revenue recognition.

▪ Proficiency configuring Salesforce CPQ core features: product catalog, price rules, product rules, bundle configuration, discount schedules, quote templates, and output documents.

▪ Experience with Salesforce Billing: billing schedules, invoice runs, usage-based billing, credit notes, payment terms, and billing integration patterns.

▪ Experience supporting integrations with billing or finance systems such as NetSuite SuiteBilling, ZoneCo, Stripe Billing, or equivalent.

▪ Knowledge of Agentforce Revenue and AI-assisted revenue automation is a plus.

Salesforce Core Platform

▪ Strong proficiency across Salesforce Core - Sales Cloud, Revenue Cloud, Service Cloud, and Experience Cloud.

▪ Hands-on experience with Salesforce configuration: objects, fields, record types, page layouts, permission sets, flows, approval processes, reports, and dashboards.

▪ Solid understanding of Salesforce data model, sharing model (OWD, role hierarchy, sharing rules), and security considerations in a Revenue Cloud context.

▪ Knowledge of PSA capabilities (Certinia/FinancialForce, Kantata, or Kimble) is a plus.

Solution Design & Integration

▪ Experience participating in the design and implementation of integrations between Salesforce and ERP, HCM, billing, and financial systems.

▪ Familiarity with middleware platforms such as MuleSoft, Workato, or similar tools.

▪ Good understanding of Salesforce APIs, data models, data synchronisation, integration patterns, and governance considerations.

▪ Ability to work closely with architects, developers, business users, and project managers to deliver scalable and maintainable Salesforce solutions.

AI-Native Capability

▪ Demonstrated ability to use AI-native delivery practices, including LLM-assisted requirements analysis, solution documentation, rapid prototyping, and prompt engineering.

▪ Comfortable using conversational development workflows to generate, refine, test, and explain Salesforce artifacts.

▪ Ability to use AI tools responsibly while maintaining strong consulting discipline, quality standards, and platform best practices.

Soft Skills

▪ Strong communication, facilitation, and stakeholder management skills - able to present to both technical and executive audiences.

▪ Ability to translate business requirements into clear Salesforce solution recommendations and configuration trade-offs.

▪ Comfortable leading discovery workshops, documenting requirements, creating user stories, and supporting UAT.

▪ Strong problem-solving mindset with the ability to work effectively across cross-functional teams and multiple concurrent engagements.

▪ Experience mentoring junior consultants or analysts is a plus.

Qualifications

Experience

▪ 5+ years of Salesforce experience, with strong hands-on consulting and implementation delivery.

▪ 3+ years of direct, hands-on Salesforce Revenue Cloud (CPQ and/or Billing) configuration and delivery experience.

▪ Proven delivery of at least two end-to-end Revenue Cloud implementations from requirements through go-live.

▪ Experience working within or alongside PE-backed businesses or high-growth commercial environments is a plus.

Certifications (Preferred)

▪ Salesforce Certified Administrator

▪ Salesforce Certified Platform App Builder

▪ Salesforce Certified Sales Cloud Consultant

▪ Salesforce Certified CPQ Specialist (strongly preferred)

▪ Salesforce Revenue Cloud Consultant (strongly preferred)

▪ Salesforce Certified Application Architect or System Architect is a plus, but not required.

▪ PSA vendor certifications (Certinia/FinancialForce, Kantata, or Kimble) are a plus.

Our Values

Our values reflect the DNA of the private equity-backed companies we serve - focused on speed, ownership, accountability, and results.

▪ Client First: We focus relentlessly on delivering outcomes that create value for our clients.

▪ We, Not Me: We win together. Collaboration drives transformation at scale.

▪ Get Stuff Done: We execute with speed and precision - because in PE, time matters.

▪ AI First: We embed AI at the core, enabling scalable, high-leverage solutions.

▪ Own It: We take accountability for results, delivering on what we promise.

▪ Agile Mindset: We adapt quickly and proactively seek better ways to move forward.

What We Offer

▪ The opportunity to work at the forefront of AI-powered enterprise technology consulting, specifically on Revenue Cloud and Quote-to-Cash transformation.

▪ A high-impact environment where ownership and delivery are rewarded.

▪ Exposure to top-tier private equity firms and their portfolio companies across multiple industries.

▪ A global, collaborative team focused on results, innovation, and excellence.

▪ Access to TechTorch's AI-native delivery tooling, accelerators, and internal knowledge base.