Salesforce CPQ Specialist

The Salesforce Administrator Specialist plays a critical role in supporting our SaaS organization by enabling business users and cross-functional teams through proactive support, training, and system enhancements that drive operational efficiency and strategic scalability. This position partners closely with stakeholders across Sales, Marketing, Service, and Finance to optimize Salesforce capabilities and ensure alignment with the fast-evolving needs of a SaaS business. As a key contributor to organizational effectiveness, the role manages and customizes core Salesforce applications including Sales Cloud, Service Cloud, CPQ, and Communities. It also maintains data integrity, streamline processes, and supports release cycles. The ideal candidate is a self-motivated, solutions-oriented professional with a proven ability to troubleshoot and resolve complex logic challenges in a dynamic, tech-driven environment.

• Deliver daily end-user support, training, and proactive guidance to enhance Salesforce knowledge and adoption across teams.
• Troubleshoot system issues, build reports, optimize business processes, and maintain documentation and customizations.
• Partner with leadership to analyze business needs, define technical specifications, and configure systems to support custom applications and optimized processes.
• Manage project deliverables, collaborate with cross-functional teams, and research Salesforce solutions—including native features and managed packages—to meet strategic goals.
• Administer and customize Salesforce applications Sales Cloud, Service Cloud, Knowledge and Community Applications, manage user access, automate business processes utilizing flow, and deliver advanced reporting and dashboard support.
• Lead Salesforce CPQ initiatives by configuring and optimizing Contracts, Quotes, Orders, Products, Pricing, and related objects, applying best practices to meet evolving business requirements.
• Data management includes imports, cleansing, deduplication, and optimization, while enhancing Salesforce functionality and integrating it with internal and external systems.
• On rare occasion domestic travel may be required to attend team onsite meetings, customer events, industry conferences, and training sessions.

• Strong business analysis and functional experience, including requirements gathering
• Skilled in managing competing priorities while driving project deliverables and collaborating across teams
• Accurately manage all aspects of project deliverables and collaborate with cross-functional project team
• Excellent verbal and written communication skills for effective collaboration and project management.
• Strong knowledge of Salesforce reporting, dashboards, and data visualization techniques.
• Strong problem solving and root cause analysis
• Ability to deliver end-user training and create documentation.
• Comfortable working in a fast-paced environment with evolving priorities.
• Ensures accuracy in data, configurations, and documentation.
• Anticipates challenges and identifies opportunities for process improvement
• 2+ Years working in Salesforce with 1+ years of full-time experience with CPQ specifically
• Functional knowledge of Flow and third-party applications that integrate with CPQ such as DocuSign and Conga
• Strong business analysis and functional experience, including requirements gathering
• Skilled in managing competing priorities while driving project deliverables and collaborating across teams
• Accurately manage all aspects of project deliverables and collaborate with cross-functional project team
• SOQL Salesforce Object Query Language is a plus
• PEO, ASO, or HCM experience is a plus
• Active Member of the Salesforce Trailblazer Community is a plus
• Visualforce/Lightning Components/Aura Components, Apex is a plus
• SOQL Salesforce Object Query Language is a plus
• High School Diploma or equivalent combination of experience, skills, education including other relevant non-traditional degree programs, certifications, or job training programs preferred.
• Proficiency with Microsoft Office software Teams, Excel and demonstrated ability to learn other applications as needed.