Salesforce Solution Architect, Revenue Cloud
About The Position
We are excited to welcome a talented Revenue Cloud Solution Architect to our Revenue Solutions team. This role is pivotal in driving business transformation and enabling organizations to unlock the full potential of their Go-to-Market strategies. By leveraging state-of-the-art Quote-to-Cash technologies, the Revenue Cloud Solution Architect will help optimize sales and finance alignment, streamline operational processes, and deliver scalable, impactful solutions. Our team is committed to building a best-in-class organization. In this role, you will have the opportunity to contribute meaningfully while collaborating with a dynamic group of colleagues, innovative clients, and trusted partners, including Salesforce and AI teams. As a Solution Architect, you will be responsible for the success of solution designs, providing technical leadership, and delivering transformational and financially impactful client solutions. The Revenue Cloud Solution Architect will lead the design, development, and implementation of Revenue Cloud and Revenue Lifecycle Management (RLM) / Revenue Cloud Advanced (RCA) solutions for digital transformation initiatives. This role involves close collaboration with business stakeholders, product owners, and technical teams to ensure the delivery of tailored solutions that meet specific business requirements. You will play a key role in modernizing Quote-to-Cash processes, driving efficiencies, improving sales performance, and scaling revenue operations. Your responsibilities will span both strategic vision and hands-on technical execution, ensuring that projects deliver measurable value and align with long-term business objectives. Additionally, you will serve as a thought leader in the areas of Revenue Lifecycle Management, platform enablement, and systems integration, driving innovation and best practices across multiple initiatives.
Requirements
- 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.
- Familiarity with Apex and Omniscript is a plus.
- 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 Haves
- 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)
Responsibilities
- Architect Comprehensive Solutions: Design end-to-end Salesforce solutions tailored for Revenue Cloud, focusing on areas such as Configure, Price, Quote (CPQ) and Invoicing.
- Develop Blueprints: Create detailed architectural blueprints that incorporate integrations, customizations, and system configurations to ensure seamless functionality.
- Evaluate Processes: Analyze existing product configuration, pricing, quoting, and ordering workflows to identify inefficiencies and improvement opportunities.
- Implement Enhancements: Develop solutions that align with business goals, ensuring scalability, accuracy, and optimized performance across Quote-to-Cash processes.
- Engage Stakeholders: Work closely with cross-functional teams, including senior leadership, Sales Operations, IT, Legal, Accounting, and Finance, to define requirements and create roadmaps.
- Ensure Alignment: Act as the primary liaison between technical and business teams, fostering effective communication and shared understanding of project objectives.
- Guide Projects: Lead the implementation of Salesforce Revenue Cloud solutions, ensuring that projects are completed on time, within budget, and to the satisfaction of all stakeholders.
- Oversee Technical Execution: 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.
- Manage Integrations: Oversee the integration of Salesforce with other enterprise systems (e.g., Netsuite, Avalara, Stripe, DocuSign) and ensure data integrity during migrations.
- Stay Current: Keep up with Salesforce updates and industry trends, proactively identifying opportunities for improvement and innovation.
- Recommend Solutions: Evaluate and introduce new features, tools, and processes to enhance Salesforce-based workflows and operational efficiency.
Benefits
- We are focused on keeping everyone connected and unified as one team.
- Travel is an exciting part of the job, with an anticipated travel commitment of up to 25%.
- We build a culture of trust and understanding. We value good work not the hours in which you get it done
- You have a voice here!
- Our executive team holds town halls & company meetings where they address any suggestions or questions asked, no matter how big or small.
- We take our work seriously, but we don’t take ourselves too seriously.
- our teams love to have fun.
- we don’t forget to slow down and celebrate the big things and the small things together.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
