Salesforce Revenue Cloud Consultant

Company Mission:

To empower companies by building scalable, data-driven RevOps solutions that drive visibility, efficiency, and growth. We are the RevOps partner for our clients at every stage of their growth journey—laying strong foundations, optimizing systems, and providing strategic guidance—ensuring that each organization is equipped to achieve its full revenue potential.

We founded Operatus with the firm belief that Revenue Operations plays a critical role in sustainably growing and scaling an organization. We know that capable RevOps resources are in short supply, and our goal is to fill this gap in the ecosystem by ensuring access to skilled professionals on a fractional and affordable basis. Our key principles are subject matter expertise, clear and timely communication, and professionalism.

We strive for our clients to consider us part of their team and are mutually invested in their success. By providing deep experience and outsized value in a challenging and ever-changing environment, we see Operatus as the future of Revenue Operations. And for our team, we strive to be a great place to advance your career as a hub for accelerated learning and growth in RevOps.

Job Description:

In this role, you'll work directly with clients to configure, optimize, and extend Salesforce CPQ and Agentforce Revenue Management (ARM) solutions — from product catalog design and pricing rules to order lifecycle and billing. You'll sit at the intersection of business process and technical delivery, translating complex quoting and revenue requirements into scalable Salesforce solutions. You're expected to operate independently on a workstream, contribute to solution design, and be a credible voice in client conversations.

This is a high-impact position on a lean, senior team. You'll work alongside Solution Architects and senior consultants, with real ownership from day one.

Responsibilities

Delivery

• Own end-to-end configuration of Salesforce CPQ and/or ARM solutions including product catalog, pricing rules, discount schedules, approval workflows, amendments, renewals, and order management
• Participate in requirements gathering sessions and translate business needs into documented functional specifications
• Conduct solution design and gap analysis for CPQ/ARM workstreams on net-new implementations and optimization engagements
• Build and maintain configuration documentation, testing artifacts, and handoff materials
• Support UAT, go-live preparation, and hypercare activities

Client Engagement

• Serve as a day-to-day point of contact for assigned workstreams; facilitate working sessions with client stakeholders including Sales Ops, Finance, and IT
• Proactively surface risks, blockers, and scope considerations to the engagement lead
• Communicate clearly with both technical and non-technical audiences

Practice Contribution

• Contribute to the development of reusable assets, accelerators, and internal knowledge base documentation
• Participate in pre-sales discovery and scoping for new Revenue Cloud opportunities

Requirements

Required

• 3–5 years of Salesforce consulting or implementation experience
• 2+ full lifecycle Salesforce ARM (fka RCA) implementations with hands-on configuration ownership with concepts including pricing procedures, product catalog, order lifecycle, and billing
• Demonstrated knowledge of Quote to Cash core objects: Products, Price Books, Pricing Rules, Quote Templates, Approval Processes, Amendments, and Renewals
• Strong understanding of Quote-to-Cash business processes and how they map to Salesforce data models
• Proficiency in Salesforce configuration: Flows, objects, page layouts, validation rules, permission sets
• Excellent written and verbal communication; comfortable running client-facing working sessions
• Salesforce Administrator Certification
• Salesforce Revenue Cloud Consultant Certification

Preferred

• Salesforce CPQ Specialist Certification
• Experience with Salesforce Billing or Order Management
• Familiarity with integration touchpoints (ERP, e-signature, tax tools like Avalara, DocuSign)
• Exposure to Agentforce or Einstein AI features within a Revenue Cloud context
• Apex or Flow automation development experience