Salesforce Solution Architect, Revenue Cloud

Overview

Lead the design, development and implementation of Revenue Cloud and Revenue Lifecycle Management (RLM) / Revenue Cloud Advanced (RCA) solutions for digital transformation initiatives, modernizing Quote-to-Cash processes.

What you'll do

• Design end-to-end Salesforce solutions tailored for Revenue Cloud, focusing on areas such as Configure, Price, Quote (CPQ) and Invoicing.
• Create detailed architectural blueprints that incorporate integrations, customizations, and system configurations to ensure seamless functionality.
• Analyze existing product configuration, pricing, quoting, and ordering workflows to identify inefficiencies and improvement opportunities.
• Develop solutions that align with business goals, ensuring scalability, accuracy, and optimized performance across Quote-to-Cash processes.
• Work closely with cross-functional teams, including senior leadership, Sales Operations, IT, Legal, Accounting, and Finance, to define requirements and create roadmaps.
• Act as the primary liaison between technical and business teams, fostering effective communication and shared understanding of project objectives.
• Lead the implementation of Salesforce Revenue Cloud solutions, ensuring that projects are completed on time, within budget, and to the satisfaction of all stakeholders.
• Provide strategic direction and manage all phases of the implementation process, including design, testing, deployment, and post-go-live support.
• Utilize Salesforce-native tools and features, such as Product Catalog Management, Transaction Management, Dynamic Revenue Orchestration, and Invoice Management.
• Oversee the integration of Salesforce with other enterprise systems (e.g., Netsuite, Avalara, Stripe, DocuSign) and ensure data integrity during migrations.
• Keep up with Salesforce updates and industry trends, proactively identifying opportunities for improvement and innovation.
• Evaluate and introduce new features, tools, and processes to enhance Salesforce-based workflows and operational efficiency.

What you'll need

• A minimum of 4+ years working with Salesforce, with at least 3 years specializing in CPQ and Billing projects.
• Experience leading large-scale transformation projects, particularly in enterprise settings.
• Solid understanding of accounting operations, including billing, invoicing, payment processing, and revenue recognition fundamentals.
• Familiarity with financial metrics such as ACV, TCV, ARR, and other performance indicators, with the ability to model and explain calculations effectively.
• Hands-on experience with tools like Document Generation, Contract Lifecycle Management (CLM), and e-signature solutions.
• Knowledge of integrating Salesforce with third-party platforms, including Netsuite, Avalara, Stripe, DocuSign, SureTax, Chargent, or Dynamics 365.
• Proficient in Salesforce configuration, including objects, flows, Lightning components, and customizations.
• Experience in building and extending custom quoting and pricing solutions on the Salesforce platform.
• Expertise in Salesforce reporting, dashboards, and sales performance analytics.
• Knowledge of integration concepts and tools like MuleSoft, Workato, and REST/SOAP APIs.
• Strong ability to present complex technical concepts in a clear, relatable manner to diverse audiences.
• Proven skills in mentoring and guiding cross-functional teams, including analysts, developers, and consultants.
• Capable of identifying potential risks and communicating timeline adjustments effectively to stakeholders.
• In-depth knowledge of Sales, Product Management, Billing, and Accounting workflows, and their interdependencies.
• Familiarity with Channel, Partner, and Marketplace go-to-market strategies.
• Proven ability to align Salesforce solutions with business objectives to deliver measurable performance improvements.

Nice to have

• Salesforce Certified Revenue Cloud Consultant (strongly preferred)
• Salesforce Certified CPQ Specialist (strongly preferred)
• Salesforce Certified Omnistudio Consultant
• Salesforce Certified Platform App Builder
• Salesforce Certified Platform Developer I
• Salesforce Certified Application Architect (strongly preferred)
• Familiarity with Apex and Omniscript is a plus.

Details

• Remote, United States.
• For certain roles, anticipated travel commitment of up to 25%.