Salesforce O2C Expert

Senior Consultant – Salesforce O2C Expert

   Key Responsibilities:

 Lead the design and implementation of Salesforce solutions supporting the O2C process, with a focus on quoting, pricing, contract lifecycle management, and order processing.

• Configure and optimize Sales Cloud and Salesforce CPQ to enable accurate, scalable, and compliant quoting and pricing strategies.
• Collaborate with Sales, Finance, and IT teams to gather and translate business requirements into functional Salesforce configurations.
• Ensure seamless integration between Salesforce and SAP systems (e.g., SAP MDG, S/4HANA), enabling consistent data flow across quoting, contracting, and billing.

• Support contract lifecycle management (CLM) within Salesforce, including template creation, approval workflows, and digital signatures.
• Conduct blueprint and design workshops to define and challenge requirements along the lead-to-cash value chain, promoting simplification and standardization.
• Ensure platform governance, data integrity, and compliance, especially for pricing rules, discount structures, and contractual terms.
• Contribute to data migration and synchronization efforts between Salesforce and SAP platforms.
• Stay current with Salesforce platform updates, especially those related to CPQ, CLM, and Revenue Cloud, and assess their impact on existing processes.

 Required Skills & Experience

·         University degree in Computer Science, Information Systems, or a related field.

·         Minimum 8 years of experience in Salesforce implementation projects, including at least 3 full lifecycle deployments.

·         Strong functional expertise in CRM and O2C processes, including quoting, pricing, and contract management.

·         Hands-on experience with Salesforce CPQ, Sales Cloud, and contract lifecycle tools.

·         Understanding of SAP S/4HANA and C4C environments, including integration points with Salesforce.

·         Experience integrating CRM systems with ERP platforms and managing data migration.

·         Familiarity with Salesforce Einstein and Agent force is a plus.

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