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CPQ/RCA/PSA Solutions Specialist
The Access Group
Remote, IND
Full-time
Senior · 5+ years experience
Remote
Discovered 3 weeks ago
Salesforce CPQRevenue Cloud Advanced (RCA)CertiniaFinancialForceHubSpotNetSuite
Free
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Salesforce CPQRevenue Cloud Advanced (RCA)Certinia
Key Skills for This Role
Salesforce CPQRevenue Cloud Advanced (RCA)CertiniaFinancialForceHubSpotNetSuite
Full Job Posting
What does Access offer you?
We offer a blended approach to office working, encouraging you to collaborate and connect in one of our thriving offices. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career.
The Sales Solutions Specialist will heavily own the configuration, maintenance, and optimization of our revenue generation and services execution applications. This professional acts as the primary functional expert for Salesforce CPQ, Revenue Cloud Advanced (RCA), and Certinia (formerly FinancialForce). The core objective is ensuring that product catalogs, pricing models, quote structures, billing data, and project tracking flows seamlessly, while maintaining integration checkpoints with HubSpot, NetSuite, and downstream reporting tools.
Core CPQ, RCA, & Certinia Responsibilities
- Salesforce CPQ & Revenue Cloud Advanced (RCA) Management
- Own the product catalog architecture, configuring complex bundles, option constraints, features, and configuration attributes.
- Implement and maintain intricate pricing structures, including block pricing, tier-based discount schedules, contract pricing, and Advanced Pricing Rules.
- Build and optimize dynamic Quote Templates and Guided Selling flows to streamline the sales rep experience.
- Manage the subscription lifecycle, configuration of amendments, co-terming logic, and automated renewals.Support migration and upgrade initiatives from legacy Salesforce CPQ configurations to Revenue Cloud Advanced (RCA) frameworks.
- Certinia Administration (PS Cloud / PSA/Professional Services)
- Administer Certinia PS Cloud modules, heavily owning the configuration of projects, milestones, resource management, and time/expense tracking.
- Configure and govern billing engines and revenue recognition schedules to ensure smooth financial close processes.
- Manage resource requests, skills matrices, and utilization analytics to optimize professional services delivery.
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