Salesforce Administrator - Billing & CPQ

IES Abroad•Chicago, IL

6d•Hybrid

About The Position

The Salesforce Administrator, Billing & CPQ is a key technical resource supporting IES Abroad’s global Salesforce instance, with primary ownership of Salesforce Billing and CPQ functionality. This role is responsible for administering and supporting Billing/CPQ processes, resolving related tickets independently, and executing configuration, support, and enhancement work assigned by the Salesforce Product Owner & Support Manager. The Salesforce Administrator, Billing & CPQ works as part of the Salesforce administration team through a shared ticketing and work management system. In addition to owning Billing/CPQ processes and tickets, this role is expected to pick up general Salesforce Administrator tickets outside their primary focus area when needed, and to cross-train other members of the Salesforce team on Billing/CPQ processes and troubleshooting. The Salesforce Administrator must understand business processes across multiple functional areas and translate operational needs into effective Salesforce solutions that align with the overall Salesforce product strategy and platform standards. Based on evolving business priorities, the Salesforce Administrator will assume responsibilities across the following roles: Product Support (Helpdesk), Business Analysis, Platform Administration, Quality Assurance, Project Coordination, Vendor Relationship Liaison, and End User Training. The Salesforce Administrator, Billing & CPQ acts as a trusted partner to IES Abroad's stakeholders while supporting the broader Salesforce roadmap.

Requirements

Minimum of 3 years of hands-on experience with Salesforce Billing and/or CPQ
Strong understanding of Salesforce core functionality and platform best practices
Experience building and maintaining custom objects, fields, reports, dashboards, flows, and automations of moderate complexity
Excellent written and verbal communication skills in English
Ability to work independently, own a defined capability area, and make sound configuration and process decisions within that area while taking direction and prioritization from the Salesforce Product Owner & Support Manager
Experience working with ticketing systems and structured work intake processes
Strong organizational, time management, and problem-solving skills
Ability to collaborate effectively across time zones and cultures
University degree in business, information technology, or a related field, or equivalent professional experience
Salesforce Platform Administrator 1 Certification required

Nice To Haves

Experience mentoring or cross-training other Salesforce team members
Experience in nonprofit, education, or mission-driven organizations
Experience with contract lifecycle management, subscription billing, or revenue recognition processes within Salesforce
Experience using AI tools (e.g., Copilot, Agentforce, ChatGPT/Claude) to accelerate troubleshooting, debug flows and automations, or generate documentation
Salesforce Billing, Order Management and/or CPQ-related certification preferred

Responsibilities

Own and administer Salesforce Billing and CPQ configuration, processes, and workflows, including quoting, contracts, invoicing, product catalogue management, payment processing, and billing schedules
Manage payment processor integration, data architecture and vendor relationships
Assume configuration & support ownership of invoice and quote document-generation tool
Independently diagnose and resolve Billing/CPQ-related tickets and support requests
Cross-train other members of the Salesforce team on Billing/CPQ processes and troubleshooting
Support business teams in developing internal process controls and SOP documentation
Support Salesforce-ERP integration of financial records
Execute Salesforce administrative, configuration, and support tasks as directed by the Salesforce Product Owner & Support Manager
Perform core Salesforce administrative functions including user and license management, page layouts, validation rules, reports, dashboards, and automations.
Pick up general Salesforce Administrator tickets outside the Billing/CPQ focus area when needed
Install, configure, and maintain approved AppExchange applications as required
Develop and modify reports and dashboards to meet the needs of global stakeholders
Diagnose and resolve Salesforce support requests and incidents through a ticketing system
Ensure all work adheres to IES Abroad’s Salesforce Security Model, including proper configuration of roles, profiles, permission sets, organization-wide defaults, and sharing rules
Participate in testing activities for Salesforce releases and internal changes, including executing test cases and documenting results
Maintain clear and accurate documentation for Salesforce configurations, processes, and operational procedures
Design and deliver training materials or sessions for end users to increase Salesforce adoption and effectiveness
Analyze, document, and refine business requirements
Identify opportunities to improve processes, data quality, and user experience within Salesforce
Participate in projects and initiatives as assigned, including cross-functional efforts
Maintain regular and predictable attendance as an essential function of the position
Perform other duties and special projects as assigned