Salesforce CPQ Architect

A hands-on Salesforce CPQ Architect to lead the design and delivery of complex Quote-to-Cash solutions for an enterprise client. You will own the end-to-end CPQ architecture - from product catalog and pricing strategy through quoting, approvals, contracts, and downstream billing/ERP integration - while working onsite alongside client business and IT stakeholders., Own the overall solution architecture for Salesforce CPQ across product modeling, pricing, discounting, quoting, approvals, amendments, and renewals

• Lead discovery and design workshops with sales operations, pricing, finance, and IT teams to translate Quote-to-Cash business processes into scalable CPQ designs

• Define the product catalog structure for complex configurable/engineered products, bundle configurations, option constraints, price rules, discount schedules, and approval matrices

• Architect quoting models that span hardware, installation labor, and recurring service/monitoring agreements within a single quote

• Architect integrations between CPQ and ERP, billing, CLM, and order management systems (via MuleSoft, Boomi, or similar middleware), including multi-ERP landscapes (SAP and Oracle)

• Establish design standards, governance, and best practices; review configurations and code from build teams

• Guide data migration strategy for products, price books, contracts, and in-flight quotes

• Advise on performance, scalability, and quote calculation optimization (QCP, large bundles, ramped deals)

• Support pre-sales, estimation, and roadmap planning as a trusted advisor to client leadership

• Mentor developers, admins, and junior architects on the delivery team

Experience: 10+ years overall, 5+ years Salesforce CPQ, 5+ years of hands-on Salesforce CPQ implementation experience, with 2+ full-lifecycle enterprise deployments in an architect role

• Deep expertise in product bundling, price rules, quote calculator plugins (QCP), advanced approvals, and contract/amendment/renewal flows

• Strong understanding of Quote-to-Cash and Lead-to-Order processes, including billing and revenue recognition touchpoints

• Experience integrating Salesforce with ERP systems (SAP, Oracle, NetSuite) via middleware

• Proficiency with Sales Cloud architecture, Flow, Apex (read/review level), and data modeling

• Salesforce CPQ Specialist certification required; Application Architect or System Architect strongly preferred

• Excellent client-facing communication skills and proven ability to operate independently onsite

Preferred Qualifications

• Exposure to Salesforce Revenue Cloud / Revenue Lifecycle Management (RLM) and migration considerations from legacy CPQ

• Experience with Conga or DocuSign CLM, Salesforce Billing, or subscription/recurring-revenue models (e.g., monitored services, SaaS-attached hardware)

• Industry experience in building technologies, HVAC, fire & security, industrial equipment, or discrete manufacturing - including engineered-to-order and configure-to-order product models

• Familiarity with channel/dealer quoting models and field sales organizations

• Prior consulting background (Big 4 or boutique SI)