This role involves serving as a Business Process Architect for Quote-to-Cash (QTC) systems, focusing on advisory, design, and management of transformational QTC programs across various industries. The architect will be instrumental in leading pre-sales efforts, managing large-scale implementations, and providing strategic solutions using leading ERP/CRM platforms.
Job Description:
• The Quote-to-Cash (QTC) Business Process Architect will leverage a mix of advisory, process knowledge, and product skills. The Business Architect will be part of the Advisory / pre-sales team and possesses the expertise to design, advise, sell, and manage QTC programs, defining industry and product-leading sales and front-end transformation initiatives.
• The Salesforce QTC practice offers rewarding opportunities to enhance skills and knowledge through training and certifications across multiple leading ERP/CRM/business application products (including leading QTC players) and enablers—positioning you to drive opportunities while advancing your career. The QTC Process and Business Architect should have robust process knowledge with over 5 years of consulting experience in CRM, QTC, configure, price, and quoting processes.
• Deep understanding of end-to-end sales processes and its integration with CPQ from upstream or downstream is essential.
• Experience managing at least 4 large-scale full-life cycle implementations of QTC/CPQ/CLM solutions, including ownership of the technical solution, management of the overall team, and responsibility for project financials.
• Experience defining systems strategy, road-map, developing process flow diagrams, systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions.
• Responsible for the process and solution design, architecture design, and driving the implementation and support of quote-to-cash (CRM/CPQ/CLM/Commerce) processes during pre-sales and Advisory efforts.
• Understand the key features and functionalities across major CPQ products like Apttus-Conga/Salesforce CPQ/SAP CPQ/etc., to advise clients on the right solution fitment.
• Experience carrying a business development quota for consulting work, ramping up pursuit teams, and leading business development pursuits end-to-end.
• Mandatory design experience with Apttus-Conga and/or Salesforce CPQ (or similar product) and a deep understanding of core CPQ/CLM architecture.
• Certification in Apttus-Conga and/or Salesforce CPQ (Revenue Cloud) is mandatory.
• Designs, configures, and develops custom code/objects using the CPQ developer toolkit.
• Identify and design customizations related to the CPQ ecosystem and pass them on to development teams.
• Understand design web services API integrations with other systems including CRM and ERP/QTC systems.
• Manage confidential product pricing and configuration information.
• Understanding of HTML/XHTML, XML, Java, Javascript, AJAX, SOAP-based web services is preferred.
• Provide guidance and best practices around CPQ solutions including product configuration, administration of price book, proposal development, and related elements.
• Architecting experience on overall CX products (e.g., Salesforce Sales Cloud, Service Cloud, Marketing Cloud).
Additional Qualifications:
• Proven track record of architecting complex CPQ solutions in industries such as manufacturing, Hi-Tech, Automotive, Medical, Retail, and Utilities.
• Manage project delivery across portfolios and industries.
• Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint).
• Manage multi-location, multi-service line teams.
• Impart training to junior team members on key CX technology areas.
• Bid management, estimation of effort for system configuration, integration, and implementation.
• Assist in the architecture and development of future state plans for market leaders in the CPQ space.
• Understanding of integration with Order Fulfillment and Billing systems.
• Consulting Skills - Ability to present and conduct workshops, drive discussions across diverse groups.
• Preferred certifications in Apttus / Salesforce CPQ (or similar product like SFDC, Vlocity/etc.).