Senior Business Consultant - Rev Cloud/CPQ
About The Position
We have an opportunity for a Senior Business Consultant - CPQ/Revenue Cloud. This role can be located anywhere in the United States. You'll get the best of both worlds: the energy and impact of a boutique team with a booming practice, backed by the scale, clients, and career pathways of a global digital consultancy. Perficient is the global AI-first consultancy. We empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what's possible - while building a career filled with growth, balance, and purpose.
Requirements
- Active Salesforce Administrator certification required at minimum
Nice To Haves
- Salesforce CPQ Specialist certification
- Exposure to Salesforce Billing is a plus
- Familiarity with contract lifecycle management (CLM), renewals, and amendment processes is a plus
- Exposure to Revenue Cloud or Advanced Approvals is a plus
- Experience with additional clouds (Sales Cloud, Service Cloud, Marketing Cloud) is a plus
- Technical background (developer exposure, integrations, or platform architecture) is a plus
- Ability to guide customers through the full lead-to-cash process, connecting sales strategy, pricing, and deal execution rather than just configuring quote-to-cash mechanics
- Understands how Sales Cloud and CPQ work together to support the broader sales process, and can advise clients on business process improvements from opportunity creation through contract close
Responsibilities
- Minimum 2 years experience administering or consulting on the Salesforce platform, with hands-on configuration across Salesforce CPQ (product catalog setup, pricing rules, quote templates, bundle and option configuration, discount schedules, approval processes, and quote-to-contract workflows)
- Experience with core Sales Cloud objects and configuration (opportunities, products, pricebooks, quotes)
- Capable of completing at least 80% of declarative build needs without detailed solution notes, including installing common AppExchange packages, and can execute Solution Architect designs with minimal oversight
- Comfortable as a client-facing point person for portions of workshops, requirements sessions, demos, testing, and training, keeping stakeholders aligned and raising risks early
- Understands the SOW and can identify risks such as scope creep or unclear requirements, partnering with PMs to propose next steps before issues escalate
- Ability to work with clients to proactively identify enhancements and include in a backlog
- Basic experience with data migration or transformation tools (e.g., Copado, data loaders) to support deployment and release processes
- Understands the purpose of each deliverable, knows where templates live, and can drive documentation creation with minimal guidance
- Resourceful problem solver who owns assigned work, seeks guidance appropriately, and delivers predictable quality with minimal oversight
- Actively uses AI tools such as Claude to speed up delivery work, including documentation, testing, and requirements synthesis
- Ability to mentor junior consultants, including QA on their first iterations of deliverables
- Excellent oral and written communication skills, with the ability to take a leadership role when necessary
Benefits
- paid time off plus holidays
- billable bonus opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
