Salesforce CPQ / Revenue Cloud- Tech Lead

Salesforce CPQ / Revenue Cloud- Tech Lead1

ROLE OVERVIEW

We are seeking a Salesforce CPQ / Revenue Cloud Developer (8-12 years of exp) with expertise across Salesforce CPQ, Billing, and Advanced Revenue Management (ARM) — combined with modern AI-augmented development practices. You will design and build intelligent quoting engines, AI-assisted pricing rules, automated renewal and amendment flows, and ASC 606-compliant revenue recognition systems. Your functional understanding of pricing models, deal desk governance, and revenue recognition principles — encoded intelligently using Agentforce, Einstein AI, Claude, and Cursor — is what transforms a CPQ implementation from a configuration exercise into a true revenue intelligence platform.

AI & MODERN TOOLING EXPERTISE

Candidates must demonstrate hands-on proficiency with next-generation AI tools, LLM platforms, and Salesforce AI capabilities:

SALESFORCE CLOUD EXPERTISE (ARM mandatory and ANY OF 2 CLOUDS AS MENTIONED BELOW)

Revenue Cloud (CPQ & Billing)

Expert-level configuration and development across the full CPQ stack: product catalogue, bundles, pricing strategies (list, block, cost-plus, percentage of total), discount schedules, product rules, price rules, constraint rules, quote templates, multi-tier approval chains, and order management. Deep Salesforce Billing knowledge: invoice generation, payment processing, usage summaries, credit memos, and revenue schedule management.

Advanced Revenue Management (ARM)

Hands-on experience with Salesforce ARM for ASC 606 / IFRS 15 revenue recognition: performance obligation definition, standalone selling price (SSP) configuration, transaction price allocation, and automated revenue schedule generation. Ensure ARM outputs withstand internal audit and external auditor review.

Sales Cloud

Deep CPQ-to-Sales Cloud integration expertise: Opportunity Products, Contract generation, Order management, Account hierarchy pricing, and partner pricing tiers. Build AI-assisted Deal Desk workflows and approval automations triggered by CPQ pricing and margin data.

Service Cloud

Connect Revenue Cloud to service operations: contract entitlements triggering service SLAs, usage-based billing alerts, automated renewal case creation, and Agentforce Service Agent deflection for billing enquiries and contract amendment requests.

Experience Cloud

Build CPQ-connected partner portals enabling partner quoting, deal registration, margin visibility, and self-service renewal and amendment flows for end customers — reducing revenue team operational overhead.

Data Cloud & Revenue Intelligence

Unify product usage, billing, contract, and CRM data in Data Cloud to power AI-driven upsell/cross-sell recommendations, renewal risk scoring, and Revenue Intelligence dashboards that give leadership real-time ARR visibility.

INDUSTRY DOMAIN KNOWLEDGE (ANY ONE OF FOLLOWING)

Hi-Tech & SaaS

• Subscription pricing models: per-seat, usage-based, tiered, hybrid, and consumption-based billing configurations in Salesforce CPQ

• SaaS ARR/MRR/NRR metrics and how Salesforce Billing data feeds into revenue reporting and board-level financial dashboards

• Co-terming, pro-ration, and mid-term amendment logic for SaaS contract changes, upgrades, downgrades, and expansions

• Channel sales CPQ: reseller pricing tiers, distributor margins, partner deal registration discount logic, and MDF allocation

• PLG (Product-Led Growth) integration: product telemetry triggering auto-generated upsell quotes in Salesforce via MCP / API events

Healthcare & Life Sciences

• Complex contracting in MedTech and Pharma: GPO contracts, IDN pricing agreements, government pricing, and formulary management

• Usage-based billing for medical devices and clinical SaaS platforms (per-scan, per-test, per-seat) with Salesforce Billing

• Compliance considerations affecting pricing configuration: Anti-Kickback Statute (AKS), Sunshine Act, and government contract requirements

• Multi-site, multi-entity contract structures common in health systems and hospital networks with parent-child account hierarchies

• RFP-driven pricing, government contract vehicles (GPO, VA, DoD), and public sector quoting configuration requirements

FUNCTIONAL KNOWLEDGE (FOUNDATION FOR AI SOLUTIONS)

Deep functional knowledge enables professionals to design AI-powered Salesforce solutions that reflect real business intent — not just technical requirements. This is what separates good implementations from transformative ones.

Configure-Price-Quote Business Knowledge

Understanding WHY products are bundled, priced, and discounted the way they are — not just HOW to configure it — enables CPQ developers to build AI-assisted pricing recommendations that respect real margin guardrails, reflect actual commercial strategy, and survive Finance review.

Contract Lifecycle & Amendment Logic

Functional fluency in co-terming, upgrades, downgrades, and cancellations means developers can build amendment and renewal automations that handle real-world edge cases — not just happy-path scenarios that break on the first mid-term change request.

Revenue Recognition Principles

A working understanding of ASC 606 / IFRS 15 allows CPQ/ARM developers to correctly configure performance obligations, SSP hierarchies, and revenue schedule rules — producing ARM outputs that survive audit without manual correction.

Deal Desk &