CPQ Lead, Business System
V
VantaSaaS
Remote U.S.Full-TimeLead
Salary158,000 - 186,000 USD per year
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Job Details
- Experience
- 6+ years of experience
- Required Skills
- Salesforce
Requirements
- 6+ years of experience building and supporting CPQ and Salesforce solutions in a high-growth SaaS environment.
- Hands-on experience with Salesforce and a CPQ solution (Nue/DealHub Preferred), including complex product catalogs, pricing models, and approval workflows.
- Strong understanding of end-to-end GTM processes, including quoting, renewals, amendments, discounting, and contracting.
- Proven ability to create and execute a CPQ roadmap aligned with business strategy and operational needs.
- Experience building scalable automations using Salesforce Flows and other declarative tools.
- Excellent analytical and problem-solving skills, with a strong attention to detail.
- Exceptional stakeholder communication skills—able to translate complex technical concepts into clear business outcomes.
- Open to using AI to amplify their skills and strengthen their work - demonstrating curiosity, a willingness to learn, and sound judgment in applying AI responsibly to improve efficiency and impact.
- Experience integrating CPQ with contract lifecycle management tools such as Ironclad.
- Experience owning or designing deal approval workflows using tools like Approvals Pro or similar approval automation platforms.
- Familiarity with billing, invoicing, and revenue recognition systems and processes.
- Salesforce certifications (Administrator, Advanced Administrator, Platform App Builder, or CPQ-related certifications).
Responsibilities
- Serve as the primary owner and expert for the CPQ ecosystem, ensuring accurate configuration of products, pricing, quoting, amendments, renewals, and approval workflows.
- Design and build Salesforce solutions (Flows, validations, custom objects, automation) to support CPQ processes.
- Ensure tight alignment between CPQ, core Salesforce data models, and downstream systems such as billing and revenue recognition.
- Own the vendor relationship with CPQ Vendor, proactively partnering with them on enhancements, roadmap input, issue resolution, and adoption of new capabilities.
- Build and optimize automated quoting, approval, and contracting workflows that reduce manual effort, cycle time, and error rates.
- Own and maintain deal approval logic, including discounting, non-standard terms, and exception handling, leveraging Salesforce and Approvals Pro.
- Act as a trusted partner to Revenue Operations, Sales, Finance, Legal, and Product by translating business requirements into scalable CPQ solutions.
- Establish CPQ governance, testing standards, and release management processes to ensure system reliability and data integrity.
- Contribute to the end-to-end CPQ strategy, vision, and multi-quarter roadmap aligned with Vanta’s GTM and product growth goals.
- Evaluate and prioritize CPQ enhancements to support new products, pricing models, packaging, and go-to-market motions.
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