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Job Information, Inc Business Transformation Specialist - Revenue Cloud in Boston, Massachusetts

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success Group

Job Details

About the Position

Our team is the group within the Customer Success Group that holds our subject matter specialists for all of Salesforce's products and programs. Our product specialists bring the relationship and alignment to their technology and product partners to ensure that CSG Field and CSG Go-To-Market (GTM) professionals have the tools and information they need to be successful in their jobs as it relates to various products. The Business Transformation Specialist - Revenue Cloud role is a subject matter authority within our product portfolio focusing on CPQ. This is a customer-facing role, and at least 60% of your time will be focused on customer engagements, where you will improve value for our strategic customers, working with our Sales, Product and CSG teams to create clear results. You will have a customer-centric mentality and break down barriers to ensure customer success. Our team typically works on 3-5 customer projects at a time and helps our field teams through our expertise. Engagements vary in time length. Sample engagements:

  • Provide design expertise and make recommendations to a customer who is not using all the Revenue Cloud capabilities they have purchased

  • Bring architectural guidance, implementation standard methodologies, and product expertise, innovation to our partners and Salesforce services teams for our most strategic customers

  • Provide expertise and consultation to customers needing to incorporate Revenue Cloud and common components into their overall Salesforce blueprint.

As an expert in business transformation related to CPQ, you understand Revenue Cloud and serve as a true partner on a path towards transformation. As a product champion, you specialize in turning early adopter use cases into successful reference implementations, applying your deep product specialization, close relationship with Product Management and standard methodologies to promote customer success. Your deep exposure to how customers are solving problems makes you a valuable source of insight to others. You have a passion for sharing these insights with our partners in TMP (Technology Marketing Product), Alliances, Customer Success Group and beyond, to help further improve customer success, product adoption, and customer transformations.


  • Act as a trusted advisor to our customers and their SI Partners on standard methodologies & recommendations solutions for sophisticated use cases, and achieve maximum value

  • Understand the customers needs and provide solutions that deliver business value.

  • Run workshops and present options based on technology and feasibility trade-offs to meet a customer's goals

  • Identify and analyze issues/obstacles to define and recommend appropriate courses of action

  • Work with various partners to develop action plans that customers can follow to resolve challenges involving the Salesforce Revenue Cloud platform.

  • Establish mutually beneficial relationships with product owners and team members. Work with the Technology, Marketing & Product organization, and Customers to support early adopter program.

  • Establish and evolve standard methodologies within the Salesforce Revenue Cloud platform.

  • Be a voice of the customer to provide insight to TMP on future release needs and challenges

  • Be a specialist in the use and potential of these products for our customers, our CSG colleagues and partners

  • Stay current on related features and capabilities.

  • Identify risks to the platform or individual projects that they are engaged with and help develop risk mitigations.

  • Help us refine and improve by crafting and enhancing internal processes and methodologies based on recurring customer feedback and evolving industry standards

  • Scope, resolve and work collaboratively across multiple engagements at a time

  • Travel to client sites for onsite workshops and solutions presentations. Not expected to exceed 10%.


  • Customer-facing Salesforce consulting/implementation experience

  • Demonstrates a deep understanding of CPQ and billing business processes across multiple industries

  • Experience with Salesforce CPQ and Billing ( , deep understanding of the fundamentals of CPQ products and how our customers use the platform to maximize their business goals.

  • Salesforce Administrator Accreditations

  • Creative solution finding including people, process and technology aspects

  • Work with all kinds of customers, attain relevant technical and process requirements, analyze information and design comprehensive solutions.

  • Develop materials that are appropriate for the audience and promote standard methodologies

  • Present and explain a point of view to a variety of audiences

  • Present solutions and gain customer acceptance to solution design

  • Develop visually rich and professional conceptual design documents targeted to varying audiences of business and technical proficiency

  • A desire to study new technologies and functionality, and be involved in projects that push the capabilities of existing technologies.

Experience Desirable:

  • Salesforce Accreditations:

  • Certified Salesforce CPQ Specialist

  • Sales Cloud Certified Consultant


Bachelors' degree — Required.

For Colorado-based roles: Minimum annual salary of $143, 400. You may also be entitled to receive [ bonus, restricted stock units, and benefits.


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