Salesforce Revenue Cloud Advanced Consultant

Role Overview

We are seeking an experienced Salesforce Revenue Cloud Advanced Consultant to join TechTorch's Commercial Excellence Practice. This is a senior, hands-on delivery role for a practitioner who has deep, configured-in-production knowledge of Salesforce Revenue Cloud - including Product Catalog, Pricing, CPQ, Contracts, Amendments, and Billing - and who can lead solution design and implementation end-to-end with PE-portfolio clients.

You will be the go-to Revenue Cloud expert on client engagements, responsible for hands-on configuration, solution architecture, client workshops, and technical oversight. You will work alongside TechTorch architects, delivery leads, and AI-native tooling to accelerate outcomes and deliver measurable commercial value.

What You'll Do

Solution Architecture & Design

• Design scalable, production-ready Salesforce Revenue Cloud solutions aligned to client quote-to-cash processes.
• Architect end-to-end CPQ and billing solutions including product catalog, pricing models, approval workflows, contracts, amendments, and revenue recognition inputs.
• Provide platform strategy and thought leadership on integrating Revenue Cloud with Salesforce Sales Cloud, Service Cloud, Experience Cloud, and downstream ERP or billing systems.
• Document solution designs, data models, integration patterns, and architectural decisions for client review and internal knowledge management.

Revenue Cloud Hands-On Configuration

Deep, hands-on configuration experience is required across the following Revenue Cloud capabilities:

• Product Catalog: Create and manage products, product families, product attributes, and product rules (option constraints, configuration rules, pricing conditions).
• Pricing & Price Books: Configure standard price books, segmented pricing, discount schedules (block, slab, term), price waterfall, and price rule actions.
• Quote Configuration: Build and configure quote templates, quote line editor, quote approval processes, guided selling flows, and output documents.
• CPQ Logic: Set up product bundles, required components, optional features, exclusion rules, and look-up / summary pricing rules.
• Contracts & Amendments: Configure contract creation from orders, amendment flows, co-term logic, and renewal quote automation.
• Orders & Order Management: Configure order activation, order products, and handoff to fulfilment or billing workflows.
• Billing (Revenue Cloud / Stripe / NetSuite): Set up billing schedules, invoice runs, credit notes, payment terms, and integration handoff to downstream billing or ERP systems such as NetSuite SuiteBilling or ZoneCo.
• Revenue Recognition: Support SSP configuration, performance obligation setup, and revenue schedule inputs where required.
• Usage-Based & Subscription Billing: Configure usage summaries, rated usage, subscription products, and evergreen or auto-renew logic.
• Agentforce Revenue (Advanced Advantage): Knowledge of Agentforce Revenue capabilities, AI-assisted quoting, product recommendation agents, and pipeline-to-revenue automation is highly desirable.

Implementation Leadership

• Partner with business stakeholders and technical teams to transform requirements into effective, configured Salesforce solutions.
• Lead and facilitate discovery workshops, solution design sessions, and UAT planning.
• Translate business requirements into user stories, functional specifications, and configuration workbooks.
• Own delivery of configured Revenue Cloud solutions through sprint cycles from dev sandbox to production.

Integration Design

• Architect and oversee integrations between Revenue Cloud and ERP systems (NetSuite, SAP, Sage), financial platforms, HCM, and fulfilment applications.
• Define integration data contracts, field mappings, sync direction, frequency, error handling, and monitoring.
• Work with middleware platforms such as MuleSoft, Workato, or similar iPaaS tools to govern integration delivery.
• Ensure revenue data accuracy and reconciliation between Salesforce and downstream finance systems.

Governance & Standards

• Develop best practices, development standards, and architectural guidelines for Revenue Cloud implementations.
• Define naming conventions, metadata governance, deployment processes, and change management controls.
• Maintain configuration documentation, decision logs, and sprint-level delivery artefacts.

AI-Native Delivery

• Use AI-native delivery practices including LLM-assisted requirements analysis, solution documentation, Flow generation, and rapid prototyping.
• Apply conversational development workflows to generate, refine, test, and explain Salesforce artifacts such as Flows, validation rules, Apex logic, and integration specifications.
• Use AI tools responsibly while maintaining strong consulting discipline, quality standards, and platform best practices.

Mentorship & Stakeholder Management

• Serve as trusted Revenue Cloud advisor to client stakeholders, translating complex platform capabilities into clear business outcomes.
• Mentor junior consultants and analysts in Salesforce architecture, configuration, and delivery best practices.
• Support pre-sales activities including solution scoping, effort estimation, and proposal development.

Who You Are

Revenue Cloud & Quote-to-Cash

• Hands-on, production-level experience with Salesforce Revenue Cloud (formerly CPQ + Billing) - not just awareness, but built and delivered.
• Deep understanding of the full quote-to-cash lifecycle: quoting, pricing, approvals, contracting, amendments, renewals, order management, billing, and revenue recognition.
• Proficiency configuring Salesforce CPQ core features: product catalog, price rules, product rules, bundle configuration, discount schedules, quote templates, and output documents.
• Experience with Salesforce Billing: billing schedules, invoice runs, usage-based billing, credit notes, payment terms, and billing integration patterns.
• Experience supporting integrations with billing or finance systems such as NetSuite SuiteBilling, ZoneCo, Stripe Billing, or equivalent.
• Knowledge of Agentforce Revenue and AI-assisted revenue automation is a plus.

Salesforce Core Platform

• Strong proficiency across Salesforce Core - Sales Cloud, Revenue Cloud, Service Cloud, and Experience Cloud.
• Hands-on experience with Salesforce configuration: objects, fields, record types, page layouts, permission sets, flows, approval processes, reports, and dashboards.
• Solid understanding of Salesforce data model, sharing model (OWD, role hierarchy, sharing rules), and security considerations in a Revenue Cloud context.
• Knowledge of PSA capabilities (Certinia/FinancialForce, Kantata, or Kimble) is a plus.

Solution Design & Integration

• Experience participating in the design and implementation of integrations between Salesforce and ERP, HCM, billing, and financial systems.
• Familiarity with middleware platforms such as MuleSoft, Workato, or similar tools.
• Good understanding of Salesforce APIs, data models, data synchronisation, integration patterns, and governance considerations.
• Ability to work closely with architects, developers, business users, and project managers to deliver scalable and maintainable Salesforce solutions.

AI-Native Capability

• Demonstrated ability to use AI-native delivery practices, including LLM-assisted requirements analysis, solution documentation, rapid prototyping, and prompt engineering.
• Comfortable using conversational development workflows to generate, refine, test, and explain Salesforce artifacts.
• Ability to use AI tools responsibly while maintaining strong consulting discipline, quality standards, and platform best practices.

Soft Skills

• Strong communication, facilitation, and stakeholder management skills - able to present to both technical and executive audiences.
• Ability to translate business requirements into clear Salesforce solution recommendations and configuration trade-offs.
• Comfortable leading discovery workshops, documenting requirements, creating user stories, and supporting UAT.
• Strong problem-solving mindset with the ability to work effectively across cross-functional teams and multiple concurrent engagements.
• Experience mentoring junior consultants or analysts is a plus.

Qualifications

Experience

• 5+ years of Salesforce experience, with strong hands-on consulting and implementation delivery.
• 3+ years of direct, hands-on Salesforce Revenue Cloud (CPQ and/or Billing) configuration and delivery experience.
• Proven delivery of at least two end-to-end Revenue Cloud implementations from requirements through go-live.
• Experience working within or alongside PE-backed businesses or high-growth commercial environments is a plus.

Certifications (Preferred)

• Salesforce Certified Administrator
• Salesforce Certified Platform App Builder
• Salesforce Certified Sales Cloud Consultant
• Salesforce Certified CPQ Specialist (strongly preferred)
• Salesforce Revenue Cloud Consultant (strongly preferred)
• Salesforce Certified Application Architect or System Architect is a plus, but not required.
• PSA vendor certifications (Certinia/FinancialForce, Kantata, or Kimble) are a plus.