Senior Staff Engineer, Quote-to-Cash

MongoDB•Palo Alto, CA

About The Position

We’re looking for a Sr Staff Engineer, Quote-to-Cash (QTC) to design, optimize, and scale our end-to-end Q2C architecture across Salesforce CPQ, Malbek CLM, and NetSuite ERP. You will be the functional and technical bridge between Sales, Legal, Finance, and IT, owning the design of a touchless transaction flow — from quote and contract creation to billing, revenue recognition, and cash application. This role requires deep expertise in Salesforce CPQ, a strong understanding of NetSuite financial processes & Provisioning automations and proven experience integrating CLM systems to create an automated, compliant, and auditable QTC experience.

Requirements

10+ years of experience in QTC or Finance Systems Architecture, with a focus on Salesforce CPQ and NetSuite ERP
Proven experience integrating CLM platforms (Ironclad, DocuSign, or Conga) with Salesforce
Accelerate the development lifecycle by utilizing AI for daily tasks, including coding, testing, and debugging
Proven experience in automating end to end Touchless transactions across Q2C platforms using tools like Klarity and UiPath
Deep understanding of Quote-to-Cash business processes — including quoting, ordering, billing, provisioning and revenue recognition
Strong working knowledge of Salesforce data model, CPQ configuration (pricing rules, product bundles, approval chains), and NetSuite transaction workflows
Experience with integration middleware (Celigo, Boomi, MuleSoft, Workato) and API design
Exceptional analytical and problem-solving skills with a hands-on approach to system design and delivery

Nice To Haves

Deep experience in SaaS or subscription-based business models with recurring or usage-based revenue
Exposure to Salesforce Billing or external billing tools integrated with NetSuite
Prior experience designing touchless QTC flows in a SOX-compliant environment

Responsibilities

Own the end-to-end Quote-to-Cash architecture & development spanning Salesforce CPQ, CLM, and NetSuite ERP
Design and implement a touchless transaction processing model, minimizing manual steps across quoting, contracting, billing, and revenue recognition
Collaborate with Product managers and business stakeholders to gather requirements and translate them into scalable system solutions that balance automation, control, and compliance
Work closely with the engineering teams to design, implement and operationalize the Q2C Solutions
Lead system design for Salesforce CPQ, including product catalog architecture, pricing and discount rules, quote templates, and approval workflows
Optimize quote-to-order conversion ensuring accurate data flow into downstream billing and ERP systems
Implement governance on pricing, discounting, and quote approval thresholds to maintain margin and compliance integrity
Partnering with Quoting & RevOps s to streamline quote generation, renewals, and amendment flows
Improve deal velocity by streamlining approvals, leveraging A in Salesforce CPQ
Integrate CLM (e.g., Ironclad, Conga, or DocuSign CLM) with Salesforce to automate quote-to-contract and contract-to-order workflows
Define metadata, clause libraries, and approval paths that enable self-service contract generation and touchless handoffs
Ensure contract terms and deal attributes are accurately synchronized with Salesforce CPQ for accurate billing and revenue recognition downstream
Design and govern integrations between Salesforce and NetSuite for order management, invoicing, and revenue recognition
Define mappings between CPQ orders and NetSuite Sales Orders to support automated billing and journal entries
Ensure strong data integrity, reconciliation processes, and audit readiness across CRM and ERP
Design and oversee integrations using iPass tools such as Celigo, Workato, Boomi, or MuleSoft to ensure reliable and auditable data exchange across systems
Implement event-based or API-driven integration patterns to support near real-time synchronization
Establish monitoring, error handling, and reconciliation frameworks for transaction-level traceability
Maintain architectural documentation, system diagrams, and process maps
Ensure all solution designs adhere to SOX, data governance, and security compliance standards
Identify and drive reduction of technical debt and manual touchpoints in the QTC ecosystem