RSM-posted 10 days ago
Full-time • Mid Level
Atlanta, GA
501-1,000 employees

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Through a supportive, caring culture, our people are empowered to be their authentic selves, make an impact, own their futures and achieve their personal and professional aspirations. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. As a member of RSM’s consulting team, you’ll work directly with key decision makers and company owners to gain a better understanding of the challenges they face. This experience also allows you to see firsthand the positive impact your efforts can have on the client's success. The Senior Associate acts as a key contributor on Salesforce Configure, Price, Quote (CPQ) projects, supporting client delivery and solution design. This role focuses on understanding business requirements and assisting in the development of high-quality solutions that meet client needs. Responsibilities include: Collaborating with clients and internal teams to gather and analyze requirements. Supporting proposal development and contributing to new business opportunities. Participating in solution design and configuration for Salesforce CPQ projects. Assisting with knowledge sharing and documentation to ensure best practices. Providing input on process improvements and helping drive successful project outcomes.

  • Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product.
  • Lead technical design sessions; create, estimate, and solution user stories; develop technical solution documentation aligned with the business objectives.
  • Deliver as an individual contributor, but also able to lead a team of Consultants, Developers and/or Solution Architects.
  • Demonstrate Salesforce CPQ thought leadership and educate clients on Salesforce platform best practices and ensure adherence across the implementation team.
  • Provide Salesforce CPQ expertise during sales efforts to estimate the technical level of effort.
  • Absorb new product and technical capabilities from Salesforce during new product releases and acquisitions.
  • Coach and mentor junior resources; own responsibility for ongoing configuration and development of resources on Salesforce projects.
  • 3+ years of functional, hands-on Salesforce CPQ experience and 3+ years in supporting Salesforce CPQ project implementations.
  • Translate business requirements into functional user stories and design scalable best practice solutions using Salesforce CPQ, along with the suite of Salesforce products and 3rd party applications.
  • Sound ability to provide level of effort estimates and coordinate prioritization efforts.
  • Must possess strong communication and interpersonal skills and manage task assignments for yourself and within teams.
  • Monitor and drive issues to resolution.
  • Solid understanding of Lead-to-Cash processes and ability to align technical solutions with business needs.
  • Strong technical skills combined with industry knowledge.
  • Expertise in discovery and design within a business context; ability to translate client requirements into solutions.
  • Ability to work independently and collaboratively in a multi-cloud environment.
  • Hold, at minimum, the Salesforce CPQ Specialist and Salesforce Certified Administrator certifications.
  • Experience with: Advanced Approvals, Salesforce Communities, Salesforce Billing, Recommending CPQ solutions.
  • Functional knowledge of 3rd Party Applications: Document generation, such as Conga or Drawloop; Contract Lifecycle Management, such as SpringCM; Electronic signature, such as DocuSign or Adobe Sign.
  • Proficiency in Agile or Agile-hybrid methodologies.
  • Administering comprehensive training and documentation to both end-users and CPQ admin users.
  • Preferred Salesforce Certifications: Community Cloud Consultant, Sales Cloud Consultant, Service Cloud Consultant, Platform Developer I, Data Architecture and Management Designer, Sharing and Visibility Designer, Development Lifecycle and Deployment Designer.
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