Salesforce CPQ Solution Architect
United Software Group Inc
Santa Clara, CA, USA
6/14/2022
Technology
Full Time
Job Description
Job Title: Salesforce CPQ Solution Architect
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Location: Santa Clara, CA
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Interview: Video Interview
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Description:
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Architecture & Solution Design
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- Own end-to-end CPQ solution architecture: quote lifecycle, pricing rules, BOM generation, approval routing, and quote-to-order handoff
- Lead design decisions for complex pricing scenarios including special pricing guardrails, milestone-based rebate repricing, and configurator-driven BOM integration
- Produce solution design documents, data flow diagrams, integration specifications, and CPQ configuration guides
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Salesforce Platform & Integration
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- Design role-based security: field-level masking, Experience Cloud sharing rules, permission set strategy, and OEM/partner data isolation
- Provide technical governance on Apex, Flow, SOQL optimization, and governor limit strategy across CPQ and portal workstreams
- Guide CPQ-to-Order integration ensuring clean, traceable handoff to downstream financial systems
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Delivery & Stakeholder Engagement
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- Serve as primary technical point of contact between the delivery team and client stakeholders during design and build phases
- Facilitate solution design workshops to clarify scope, resolve ambiguous requirements, and produce documented architecture decisions
- Ensure 85%+ unit test coverage, validate CPQ configuration integrity across environments, and own technical risk identification
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Requirements for this role include:
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What are the required skills for this role? (3-5 at the most).
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Salesforce CPQ (Steelbrick / SBQQ)
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- 8+ years Salesforce; 5+ years hands-on CPQ in SA or lead developer role
- Deep expertise: price rules, product rules, discount schedules, block pricing
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- Quote line architecture design for high-volume, multi-product environments
- Advanced approval processes, subscription products, and amendment/renewal flows
- CPQ integration with ERP, rebate platforms, and external configurators via REST / MuleSoft
- CPQ security model: SBQQ permissions, FLS, Experience Cloud access, price masking by role
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Salesforce Platform
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- Salesforce Certified CPQ Specialist (required)
- Platform App Builder or Sales Cloud certification (preferred)
- Apex: trigger frameworks, batch/queueable jobs, governor limit management
- Flow Builder: automation design and legacy Process Builder migration
- Experience Cloud: partner/OEM self-service quoting and sharing model
- SOQL optimization for large-volume CPQ datasets
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Integration & Architecture
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- MuleSoft or comparable middleware for CPQ-to-ERP and configurator integration
- REST/SOAP API design: contracts, payload structures, async/sync patterns
- SAP SD or Vistex/rebate management integration with Salesforce CPQ
- Error handling, retry logic, and integration monitoring patterns
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Preferences: - Optional (nice-to-have’s)
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- Manufacturing Cloud or high-tech / semiconductor CPQ experience
- OmniStudio (OmniScript, DataRaptors) for portal UI patterns
- ERA, ServiceNow, or comparable BOM configurator integration
- Agentforce, Einstein Analytics, or AI-assisted quoting features
- Export compliance or regional pricing restrictions within CPQ
- Tableau / Einstein Analytics for CPQ pipeline and forecast reporting
- Ability to communicate (oral/written) effectively to exchange information with our client.
- Commerce graduate with English as a compulsory subject
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