CPQ/RCA/PSA Solutions Specialist

Accountabilities

• • Own and optimize Salesforce CPQ and Revenue Cloud Advanced configurations, including product catalogs, complex bundles, option constraints, configuration attributes, pricing structures, discount schedules, contract pricing, and advanced pricing rules.
  • Configure and maintain quote templates, guided selling experiences, subscription lifecycles, amendments, co-terming processes, and automated renewal logic.
  • Support migration and modernization initiatives involving legacy Salesforce CPQ configurations and Revenue Cloud Advanced frameworks.
  • Administer Certinia Professional Services Cloud/PSA, including project structures, milestones, resource management, time and expense tracking, billing, and revenue recognition.
  • Configure and maintain resource requests, skills matrices, utilization analytics, multicurrency settings, ledger configurations, and financial data mappings.
  • Support integrations between Salesforce, NetSuite, and HubSpot, ensuring CPQ quotes, project billing information, leads, opportunities, orders, and invoices are accurately synchronized.
  • Monitor integration health and investigate data synchronization issues to maintain reliable end-to-end business processes.
  • Develop and maintain dashboards and reporting solutions using Salesforce Reports or BI platforms such as Tableau or Power BI to provide visibility into recurring revenue, resource utilization, and operational performance.
  • Partner with business and technical stakeholders to identify opportunities for system improvements, automation, data quality enhancements, and process optimization.

  Requirements

  • 5+ years of hands-on Salesforce administration experience, with significant dedicated experience working with Salesforce CPQ and Certinia PSA architectures.
  • Deep understanding of Salesforce Revenue Cloud data models, quote-to-order processes, product configuration, pricing, subscriptions, amendments, and renewal logic.
  • Strong practical experience configuring Certinia PSA/Professional Services Cloud, including projects, resource management, billing, revenue recognition, and related financial processes.
  • Working knowledge of how data flows between HubSpot, Salesforce, and NetSuite; experience with Workato or comparable integration platforms is an advantage.
  • Experience with Salesforce administration, configuration, data management, reporting, and cross-system integrations.
  • Ability to understand complex business processes and translate operational requirements into scalable system configurations.
  • Strong analytical and troubleshooting skills, with a focus on data integrity, system reliability, and continuous improvement.
  • Excellent communication and stakeholder collaboration skills, with the ability to work effectively across business and technical teams.
  • Comfortable working independently, taking ownership of critical applications, and managing multiple priorities in a dynamic environment.
  • Experience with Tableau, Power BI, or similar business intelligence tools is beneficial.

  Benefits

  • Fully remote, home-based position in India.
  • Opportunity to work with a broad enterprise technology ecosystem spanning Salesforce CPQ, Revenue Cloud Advanced, Certinia, HubSpot, NetSuite, and integration platforms.
  • Career development opportunities with access to structured growth and professional development support.
  • Flexible working approach designed to support collaboration while providing autonomy.
  • Opportunity to work on complex, business-critical systems with direct impact on revenue operations and professional services delivery.
  • Inclusive and collaborative working environment that values diverse perspectives, continuous learning, and innovation.