greenhouse
Principal Salesforce Consultant | RCA
Plative
CAN
Full-time
Senior · 6+ years experience
Onsite
Discovered 3 weeks ago
Revenue Cloud Advanced (RCA)SalesforceAgentforceRevenue Cloud (CPQ/RCA/RLM)Sales CloudService Cloud
Free
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Revenue Cloud Advanced (RCA)SalesforceAgentforce
Key Skills for This Role
Revenue Cloud Advanced (RCA)SalesforceAgentforceRevenue Cloud (CPQ/RCA/RLM)Sales CloudService Cloud
Full Job Posting
Key Responsibilities
- Lead solution design for projects of any rank or complexity, translating intricate business needs into scalable RCA architectures.
- Facilitate high-level planning and prioritization sessions, focusing on how platform changes impact business processes and long-term ROI.
- Act as a primary sales-facing expert to confidently address strategic client inquiries, and align technical RCA solutions with broader Revenue Operations (RevOps) strategies.
- Partner with clients to formulate comprehensive change management plans, including training, enablement, communication, and rollout strategies.
- Drive difficult conversations with stakeholders and partner with Delivery Leadership to manage escalations and clarify project scope.
- Identify delivery gaps and develop reusable assets (blueprints, industry templates, best practices) to improve our global delivery methodology.
- Serve as a Functional SME in Revenue Cloud (CPQ/RCA/RLM) while maintaining cross-functional expertise in additional Salesforce Clouds or Verticals.
- Design and implement end-to-end solutions covering RCA, Billing, Contract Management, and complex declarative automations.
- Manage complex data migrations and design integrations between Salesforce and external ERP/Accounting systems via point-to-point or middleware (IPaaS) solutions.
- Formulate and communicate a "Point of View" on new Salesforce releases (like Agentforce) and their specific implications for our client base.
- Lead the scoping of new engagements and provide accurate Levels of Effort (LoE) for complex platform customizations.
Basic Qualifications
- 6+ years of Salesforce Consulting experience, with a minimum of 2+ years specifically focused on Revenue Cloud (RCA) implementations.
- Expert-level knowledge of declarative automation, reporting, and system customization. Proven experience with Revenue Cloud Advanced is highly preferred.
- Deep understanding of Quote-to-Cash processes and the broader Salesforce ecosystem (Sales Cloud, Service Cloud, Billing, CPQ).
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