From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Salesforce team**,** you will work closely with clients to design, implement and optimize Salesforce solutions. You will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
What You'll Do:
- Support Salesforce CPQ implementation and optimization projects, including configuration, testing, and go-live preparation.
- Collaborate with clients to analyze business processes and design tailored CPQ solutions that align with strategic goals.
- Assist in developing solution architecture and managing the approval, development, and testing lifecycle.
- Contribute to the configuration and deployment of Salesforce CPQ, including pricing rules, product bundles, quote templates, and approval workflows.
- Coordinate integration of third-party applications and data sources with Salesforce CPQ.
- Provide excellent client service and develop and nurture client relationships, serving as a liaison between clients and project teams.
- Assist senior team members in engagement planning, budget development, progress monitoring, and quality control of deliverables.
- Evaluate and escalate project issues, risks, or conflicts as needed, offering proactive suggestions for resolution.
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
What You'll Bring:
- 5+ years’ experience implementing or managing Salesforce CPQ+.
- Hands-on experience implementing and configuring Salesforce CPQ, including product catalog setup, pricing strategies, and quote-to-cash processes.
- Strong understanding of Salesforce architecture and related clouds (Sales Cloud, Service Cloud, Experience Cloud).
- Demonstrated ability to work with clients to identify business needs and translate them into technical solutions.
- Proficiency in Excel, Word, PowerPoint, and Outlook.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
- Willingness to travel up to 20%, based on client needs.
Certifications Required:
- Salesforce Certified CPQ Administrator certification
- Salesforce Administrator certification
Qualifications:
- Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or related field (preferred).
