Salesforce Revenue Cloud Consultant

3 weeks, 4 days ago
Full-time
Mid Level
Operations
Operatus

Operatus

Operatus is a New York-based consultancy specializing in revenue operations (RevOps), founded in 2017. The firm partners with scaling technology companies, from startups to established organizations, to enhance their go-to-market processes and drive sustainable revenue growth. Operatus focuses on aligning sales, marketing, and customer success teams to optimize workflows and improve lead quality. The company offers two main engagement models: RevOps as a Service (ROaaS) and Project Consulting. ROaaS provides a comprehensive solution by outsourcing the RevOps department, while Project Consulting delivers strategic guidance for specific RevOps initiatives. Operatus also has expertise in Salesforce and HubSpot, serving as a registered consulting partner for both platforms, and offers MuleSoft Consulting for complex infrastructure integration. Their mission is to empower companies with scalable, data-driven RevOps solutions that enhance visibility and efficiency.

information technology & services
11-50
Founded 2017

Description

  • Own end-to-end Salesforce CPQ and/or ARM configuration, including product catalogs, pricing, discounts, approvals, amendments, renewals, and order management.
  • Gather requirements and translate business needs into documented functional specifications.
  • Conduct solution design and gap analysis for new implementations and optimization engagements.
  • Create configuration documentation, testing artifacts, and handoff materials.
  • Support user acceptance testing, go-live preparation, and hypercare activities.
  • Serve as the day-to-day client contact for assigned workstreams and facilitate stakeholder working sessions.
  • Identify and communicate risks, blockers, and scope considerations to engagement leads.
  • Contribute to reusable assets, accelerators, and internal knowledge documentation.
  • Participate in pre-sales discovery and scoping for Revenue Cloud opportunities.

Requirements

  • 3–5 years of Salesforce consulting or implementation experience.
  • At least 2 full-lifecycle Salesforce ARM implementations with hands-on configuration ownership.
  • Experience with pricing procedures, product catalogs, order lifecycles, and billing.
  • Knowledge of Quote-to-Cash objects, including Products, Price Books, Pricing Rules, Quote Templates, Approval Processes, Amendments, and Renewals.
  • Strong understanding of Quote-to-Cash processes and Salesforce data models.
  • Proficiency with Salesforce Flows, objects, page layouts, validation rules, and permission sets.
  • Strong written and verbal communication skills with experience leading client-facing sessions.
  • Salesforce Administrator Certification and Salesforce Revenue Cloud Consultant Certification.
  • Salesforce CPQ Specialist Certification preferred.
  • Experience with Salesforce Billing, Order Management, ERP, e-signature, tax integrations, Agentforce or Einstein AI, Apex, or Flow automation preferred.

Interested in this position?

Apply directly on the company website

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