Job Description
We are seeking a Senior Salesforce CPQ Configurator to lead the functional design and implementation of our Quote-to-Cash environment. You will be the primary architect of our product catalog, pricing structures, and quoting logic. The ideal candidate has an expert-level understanding of the Salesforce CPQ Data Model and can build sophisticated, scalable solutions using advanced configuration rather than custom code.
Shape
Core Responsibilities
1. Advanced CPQ Architecture
Product Modeling: Design and maintain complex Product Bundles, including nested bundles, dynamic options, and configuration attributes.
Pricing Logic: Build and optimize Price Rules, Discount Schedules, and Summary Variables to automate complex pricing requirements (e.g., volume pricing, tiered discounts, or multi-currency).
Guided Selling: Create and manage Product Selection Rules and Guided Selling prompts to ensure sales reps are quoting the right products every time.
2. Process Automation & Output
Flow & Workflow: Utilize Salesforce Flow to automate CPQ-adjacent processes such as Opportunity syncing, Contract generation, and Renewal automation.
Document Generation: Design and maintain professional Quote Templates using the CPQ Template content, sections, and XSL-FO styling.
Approvals: Implement and manage Advanced Approvals, including parallel paths, smart approvals, and complex approval chains.
3. Advanced Data Loading
Relational Data Migration: Perform complex data loads of CPQ configuration objects (which require maintaining strict Parent-Child relationships) using Data Loader or Salesforce Inspector.
Data Transformation: Use Excel or Google Sheets (VLOOKUPs, Pivot Tables) to clean and format pricing and product data before importing it into Salesforce.
Extraction & Reporting: Export quote and line-item data to assist the Finance team with audit requests and sales performance analysis.
4. Strategic Leadership
Solution Design: Translate business requirements into technical blueprints that prioritize "configuration-first" over custom Apex.
Data Governance: Manage the migration of CPQ configuration data (Price Rules, Products, Features) across environments using data migration tools.
Best Practices: Audit the existing CPQ instance to reduce technical debt and improve calculation performance.
Payrate is $30-40/hr based on experience.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Experience: 5+ years of Salesforce experience, with 2+ years dedicated to Salesforce CPQ configuration.
Logic Mastery: Deep understanding of the CPQ Calculation Sequence (the "Price Waterfall") and how it interacts with the quote line editor.
Analytical Skills: Expert-level ability to troubleshoot complex pricing discrepancies and product validation errors.
Flow Automation: Design sophisticated declarative solutions using Salesforce Flows to complement programmatic development.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.