Follett Software · 1 day ago
CPQ Specialist
USA
Full-time
Onsite
Mid, Senior Level
3+ years expFollett Software is dedicated to empowering educators through innovative technology that enhances educational outcomes. The CPQ Specialist will manage the Salesforce CPQ and CLM platforms, optimizing sales processes and ensuring seamless contract workflows by collaborating with various teams including Sales, Legal, and IT.
Higher Education
No H1B
Responsibilities
Own and manage the full lifecycle of Salesforce CPQ and CLM platforms
Serve as subject matter expert in Quote-to-Cash products, staying current with new releases, roadmap plans, and best practices
Own the end-to-end administration of Salesforce CPQ
Build and manage CPQ elements including product bundles, pricing and product rules, quote templates, discount schedules, approval workflows, and new business / renewal workflows
Evaluate and continuously optimize CPQ processes to measurably reduce quote generation time and accuracy
Collaborate with Sales, Services and Product teams to ensure product catalog accuracy and pricing integrity
Work with the broader Salesforce, Sales Operations and Renewal Operations teams to maintain CPQ documentation, training guides, and change control procedures
Troubleshoot and resolve CPQ/CLM platform issues to ensure accurate quoting, contracting, and system performance
Manage and enhance the CLM system, supporting efficient contract creation, negotiation, approvals, and renewals
Align with Legal and Sales Operations to streamline approval workflows and ensure compliance
Maintain all quote and contract templates for all new, renewal and amendment orders across all product lines in collaboration with Legal, Sales Operations and Renewal Operations
Collaborate with Sales, Customer Success, Legal, Finance, and IT to align technical capabilities with business goals, and ensure we are providing scalable, user-friendly solutions
Contribute to training and onboarding for new users on CPQ/CLM functionalities; collaborate with Sales Enablement and other functional business owners to promote adoption and best practices
Monitor system performance, proactively address issues, and ensure continuous improvement of the CPQ/CLM environment
Evaluate and prioritize feature requests from the various business owners within the framework of the Follett prioritization process
Serve as SME for system upgrades, testing, and rollouts involving CPQ and CLM tools
Work with Enablement teams to ensure all Sales and Customer Success team members are confident and successfully using CPQ – proactivity identifying and raising where further enablement is required
Ensure data hygiene across CPQ/CLM records and proactively manage exceptions
Provide analytics on quoting performance, bottlenecks, and contract cycle times
Develop and maintain dashboards and reports to track key metrics and support data-driven decision-making
Support audits and compliance checks with accurate CPQ/CLM data records
Qualification
Required
Bachelor's degree in Information Technology, Computer Science, or a related field is preferred
3-5+ years of experience with Salesforce CPQ and CLM implementations (e.g., Conga, Docusign CLM, or equivalent)
Strong proficiency in Salesforce CRM, with hands-on experience owning and evolving Salesforce CPQ and CLM tools
Deep understanding of CPQ/CLM configurations, including product and pricing rules, quote templates, contract templates, and approval workflows
Salesforce CPQ Specialist and Salesforce Certified Administrator certification required
Demonstrated ability to analyze, optimize, and automate sales and contracting business processes
Excellent verbal and written communication skills with a strong attention to detail and the ability to manage competing priorities
Collaborative mindset with the ability to partner effectively across Sales, Legal, and Operations teams
Comfortable working in a fast-paced, dynamic environment with strong organizational and time management skills
Proficient in Salesforce Sales Cloud, Apex, Microsoft Office Suite (particularly Excel and Outlook), data analysis, workflow automation, and building reports and dashboards
Experience providing end-user training and ongoing support for CPQ/CLM systems
Preferred
Salesforce Certified Advanced Administrator, Salesforce Certified Platform App Builder, Revenue Cloud Consultant and/or CLM certifications strongly preferred
Company
Follett Software
Follett Software delivers technology to empower educators.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Britten Follett
CEO, Follett School Solutions Content
Christopher Porter
Chief Executive Officer
Company data provided by crunchbase