CPQ Salesforce Admin
Required Experience
- 5+ years of experience in business processes, workflows, and KPI frameworks across RevOps, SalesOps, and Marketing
- Strong understanding of lead-to-cash, campaign-to-revenue, service-to-renewal, and forecasting models
- Proven ability to define operational metrics and translate them into scalable platform solutions
Key Responsibilities
Business Process & KPI Ownership
- Acts as the voice of the business, converting strategic objectives, KPIs, pain points, and operational nuances into platform capabilities
- Deeply understands quoting, pricing, forecasting, renewals, campaign performance, pipeline health, case routing, entitlements, and revenue reporting
Requirement & Roadmap Ownership
- Owns requirements end-to-end — not as a scribe, but as a strategic architect
- Defines, prioritizes, and maintains the product roadmap aligned to revenue and growth outcomes
- Moves beyond reactive intake to proactively identify improvements, automation opportunities, and structural enhancements
Cross-Functional Alignment Leadership
- Leads recurring working sessions with SalesOps, RevOps, Marketing, CX, Renewal, and Finance stakeholders
- Facilitates alignment across functions to ensure shared understanding of goals, trade-offs, and KPIs
- Drives consensus on process design, system capabilities, and prioritization decisions
Value Architecture & ROI Focus
- Prevents a reactive “ticket factory” model by identifying root causes and designing scalable solutions
- Translates complex operational needs into actionable roadmap initiatives
- Ensures alignment across the entire lead-to-cash and service-to-renewal lifecycle
- Maximizes ROI on platform investments by prioritizing measurable business outcomes over feature requests