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Salesforce CPQ Specialist
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-05-23
Listing for:
Medical Priority Consultants Inc
Full Time
position Listed on 2026-05-23
Job specializations:
-
IT/Tech
CRM System, IT Consultant
Job Description & How to Apply Below
We offer benefits that include medical, dental, vision, legal, and pet insurance, 401K and company contributions, PTO, short and long term disability and life insurance, and more while having meaningful work at a company that's been voted as a top place to work in Utah for the past 5 years running! Come see why our teams love to work here!
Summary:
We are seeking a highly skilled Salesforce CPQ Specialist to join our CRM and Sales Operations team. This role is critical in ensuring the accuracy, scalability, and efficiency of our Quote-to-Cash processes. You will take ownership of the Salesforce CPQ platform—driving enhancements, maintaining pricing and product structures, and enabling the sales team to quote efficiently and addition to CPQ, this role supports core Salesforce Sales Cloud functionality, partnering directly with sales leadership and end users to optimize workflows, improve data quality, and implement scalable solutions across our CRM ecosystem.
If you have a passion for operational excellence, love enabling sales teams, and enjoy solving complex configuration challenges, this role is for you.
Major Responsibilities Configure, maintain, and optimize Salesforce CPQ, including:
Product and bundle setup
Product rules, pricing rules, discount schedules, and approval workflows
Quote templates and document generation
Contract and subscription management
Renewal processes
Partner with Finance, Product, and Sales Operations to ensure accurate product catalog management.
Develop and manage CPQ logic, validations, automation, and data models.
Troubleshoot CPQ issues, perform root cause analysis, and deploy fixes or enhancements.
Collaborate with sales and Salesforce team leadership to inform CPQ roadmap.
Design CPQ solutions with scalability and long-term maintenance in mind.
Support Administrators to manage CPQ-related Sales Cloud features, including opportunities, accounts, contacts, price books and pricebook entries, territories, activities, and forecasting.
Maintain and optimize automation that supports sales processes.
Ensure data integrity and support data stewardship activities.
Serve as the go‑to resource for sales reps and managers regarding quoting processes and CPQ functionality.
Deliver enablement sessions, create documentation, and provide ongoing support.
Partner with sales leadership to analyze process inefficiencies and propose CPQ/CRM improvements.
Monitor adoption and usage of CPQ, providing insights and recommendations.
Work closely with:
Sales to streamline quoting and selling workflows.
Finance to maintain pricing accuracy and approval logic.
Product to manage catalog updates and new product readiness.
Salesforce administrators to support Sales Cloud activities, including flows and advanced technical solutions.
Developers for processes requiring custom scripts, Apex or integrations.
Support CPQ-related testing, release validation, and post-deployment verification.
Maintain documentation for CPQ configuration, processes, and feature enhancements.
Follow established Salesforce governance and architectural standards.
Identify opportunities for automation, simplification, and process alignment across Quote-to-Cash.
Required3+ years of experience administering or configuring Salesforce, including Sales Cloud.
2+ years of hands-on Salesforce CPQ (Steel Brick) experience.
Strong understanding of Quote-to-Cash lifecycle, pricing methodologies, and product configuration.
Experience with Salesforce declarative tools (Flows, validation rules, custom fields, reports, dashboards).Understand downstream impacts of CPQ changes on reporting, renewals, and financial processes.
Must have knowledge of security (role hierarchy, profiles, permission sets, and sharing rules).Excellent analytical skills and ability to troubleshoot complex…
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