CPQ Analyst
Job Summary
As a full-time CPQ Analyst, the candidate will implement and optimize processes in the Quote to Order phase of the sales cycle, collaborating with cross-functional teams to drive revenue growth while working remotely or onsite in San Mateo, CA.
Key responsibilities
- Own the end-to-end quoting experience and system-based pricing/discount approval workflows
- Define and operationalize amendment paths for hardware, SaaS, usage, and services
- Ensure product/SKU readiness for quoting in Salesforce with accurate selling attributes and mappings
Required qualifications
- 5-8+ years of experience in Revenue Operations, Quote-to-Order, or CPQ with hands-on configuration experience
- Proven experience in designing and rolling out quoting processes across hardware, SaaS, and services
- Strong understanding of amendments, co-terming, and order handoff to ERP systems
- Excellent stakeholder management and change management skills
- Preferred certifications include Salesforce Admin, Salesforce CPQ Specialist, or DealHub certifications
Complete Job Description
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