Salesforce administrator( CPQ )
Summit Consulting Services
Job Description
About the RoleWe are seeking an experienced Salesforce Administrator with deep expertise in CPQ and a forward-looking passion for AI within the Salesforce ecosystem. You will be the go-to platform expert responsible for managing, configuring, and evolving our Salesforce instance - with a heavy focus on CPQ/Revenue Cloud to streamline quote-to-cash processes. You will also champion adoption of Salesforce capabilities to make teams smarter and more productive.Key ResponsibilitiesPlatform AdministrationServe as the primary Salesforce Administrator: user management, security (profiles, permission sets, sharing rules, OWD), and platform health.Manage Sales Cloud, Service Cloud, and Experience Cloud configurations.Build and maintain Flows, validation rules, custom objects/fields, page layouts, record types, and Lightning app configurations.Manage sandbox environments, release cycles, change sets, and deployments following DevOps best practices.Oversee data management: imports, deduplication, archival, and data quality monitoring.Administer AppExchange packages, managed/unmanaged packages, and third-party integrations.Provide tier-2/3 support for Salesforce issues; manage a case queue and maintain SLAs.CPQ / Quote-to-CashOwn end-to-end Salesforce CPQ (or Revenue Cloud) administration - product catalogue, price books, pricing rules, discount schedules, bundles, and quote templates.Configure complex CPQ approval workflows, advanced approval chains, and guided selling flows.Build and optimise quote line editor configurations, product selection filters, and dynamic pricing models (subscriptions, one-time, usage-based).Manage quote document generation including advanced merge fields, custom templates, and e-signature integrations (DocuSign, Adobe Sign).Ensure CPQ integration with billing systems (Salesforce Billing, Zuora, Chargebee, or ERP) and downstream finance processes.Conduct regular CPQ performance tuning - optimise load times, reduce calculation bottlenecks, resolve pricing/discount rule conflicts.Support Sales and Deal Desk by troubleshooting quoting issues, onboarding new products/SKUs, and maintaining pricing accuracy.AI Implementation within SalesforceChampion adoption of Einstein Lead Scoring, Opportunity Insights, Activity Capture, and Einstein Forecasting.Configure and deploy Agentforce agents for Sales and Service use cases - topic definition, action mapping, and trust layer security.Build prompt templates using Salesforce Prompt Builder for AI-assisted email drafting, case summarisation, and record enrichment.Work with Salesforce Data Cloud to connect and harmonise data sources for AI models operating on unified customer profiles.Evaluate and pilot emerging Salesforce AI features (Einstein Studio, Model Builder, custom predictions) and present business cases.Ensure AI governance: manage the Einstein Trust Layer, monitor AI usage/outputs, and educate users on responsible AI practices.RequirementsExperience & Education4-5 years in Salesforce administration, with at least 3 years as a dedicated Salesforce Administrator.Minimum 2 years hands-on with Salesforce CPQ (Steelbrick/Revenue Cloud) in production.Experience implementing or managing at least one Salesforce AI feature (Einstein, Agentforce, Prompt Builder, Data Cloud).Bachelor's degree in IS, CS, Business Administration, or related field (or equivalent experience).Technical SkillsExpert Salesforce administration: Flows (Screen, Record-Triggered, Autolaunched), custom metadata, dynamic forms, Lightning App Builder, advanced reporting.Deep CPQ expertise: product rules, price rules, quote templates, guided selling, approval workflows, multi-currency, advanced calculator, bundles.Strong understanding of Salesforce data model, relationships, and schema design best practices.Proficiency with integration patterns - REST/SOAP APIs, middleware (MuleSoft, Workato), Platform Events, Change Data Capture.Working Apex knowledge (read, debug, write basic triggers/classes) and SOQL for queries and troubleshooting.Experience with Salesforce DevOps tools (Copado, Gearset, or SFDX/SF CLI).Familiarity with Einstein features and the Agentforce platform (Agent Builder, Prompt Builder, Data Cloud).Soft SkillsExcellent stakeholder management - translating complex configs into clear business language.Strong documentation habits for configurations, customisations, and processes.Proactive problem solver with a service-oriented mindset.Ability to manage competing priorities and deliver within deadlines.Keen interest in Salesforce's AI roadmap and willingness to continuously learn.Preferred QualificationsSalesforce Certified Administrator (mandatory) and Advanced Administrator.Salesforce Certified CPQ Specialist.Salesforce AI Associate or Agentforce Specialist certification.Platform App Builder certification.Experience with Salesforce Billing or Revenue Cloud beyond CPQ.Exposure to CLM tools (DocuSign CLM).Experience with Salesforce Health Check, Optimizer, and governance frameworks.Familiarity with ITIL or Agile/Scrum for managing platform changes.