OSF Digital is a leading digital transformation specialist and trusted Salesforce partner for over a decade. We excel in B2B, B2C, and multi-cloud solutions and recently celebrated our 20th anniversary.
Our AI-powered solutions drive data-informed decisions and enhance operational efficiency. With 45 locations and 2,000 clients worldwide, we build trust through innovation.
- Gather requirements within the Quote-to-Cash lifecycle, including industry-specific functions and approaches.
- Execute Salesforce CPQ & Billing product configuration for implementation build purposes across the full product spectrum: product configuration, pricing, approvals, output, metrics, ordering, contracting, invoicing, and payment processing.
- Execute effective processes, including project methodologies, configuration standards, and meeting preparation.
- Perform Quality Assurance at the unit and system levels.
Provide sound technical and business advice to the customer at all times with respect to the final solution.
- Facilitate discovery workshops, document user stories and acceptance criteria, and produce functional design documentation (FDD).
- Configure and test CPQ pricing logic (Price Rules, Product Rules, Discount Schedules), amendments, renewals, and contract lifecycle scenarios.
- Support data migration scoping (products, price books, contracts, subscriptions) and collaborate with technical teams for integrations (e.g., ERP, payments).
- Plan and support UAT, training, and enablement; contribute to go-live readiness and hypercare.
- Work with cross-functional stakeholders to align Q2C processes across Sales, Finance, and Operations.
- Form and test hypotheses based on a methodical examination of detailed evidence.
- Arrive at coherent conclusions through a consistent application of reason and rigorous analysis.
- Formulate a broader perspective of an issue by recognizing the interrelationships and interaction between elements.
Deliver to clear outcome-based targets and measures.
- Work with a strong sense of urgency towards getting the job done.
Requirements
- At least 1 year of experience on Salesforce implementations with exposure to CPQ, Billing, or Quote-to-Cash processes (replaces Sales Cloud–only focus to better fit Revenue Cloud).
- Understanding of efficient business processes (sales, order management, renewals).
- Strong communication skills with experience in messaging to external customers.
- A savvy risk-taker who naturally builds trust and an entrepreneur at heart who is driven to help their customers and, therefore, our company succeed.
- Core Salesforce configuration experience.
Proficiency with Salesforce Flows.
Experience with Salesforce Reports & Dashboards.
- Hands-on Salesforce CPQ configuration: Product Rules, Price Rules, Bundles, Attribute-based configuration, Approval rules.
- Understanding of Billing concepts: invoices, credit/debit notes, tax handling, revenue schedules, payment processing, and collections basics.
- Experience with amendments, renewals, ramp deals, and subscription lifecycle management.
- Familiarity with the Salesforce data model for Products, Price Books, Quotes, Contracts, Subscriptions, and Orders.
- Ability to translate business requirements into declarative solutions and clearly articulate trade-offs.
Benefits
Skills Required
- At least 1 year of experience on Salesforce implementations with exposure to CPQ, Billing, or Quote-to-Cash processes
- Core Salesforce configuration experience
- Proficiency with Salesforce Flows
- Experience with Salesforce Reports & Dashboards
- Hands-on Salesforce CPQ configuration (Product Rules, Price Rules, Bundles, Attribute-based configuration, Approval rules)
- Understanding of Billing concepts (invoices, credit/debit notes, tax handling, revenue schedules, payment processing, collections basics)
- Experience with amendments, renewals, ramp deals, and subscription lifecycle management
- Familiarity with Salesforce data model: Products, Price Books, Quotes, Contracts, Subscriptions, Orders
- Ability to translate business requirements into declarative solutions and articulate trade-offs
- Understanding of efficient business processes (sales, order management, renewals)
- Strong communication skills and experience messaging to external customers
What We Do
OSF Digital is a top digital transformation and leading global commerce solutions company, known for its expertise in data-driven AI-powered Salesforce multi-cloud solutions, enterprise CRM, CMS, OMS, connected commerce, online shop management, and cloud application development. Our agile approach allows us to scale global growth quickly, and deliver innovative solutions across channels, devices and locales to enterprises and emerging businesses across B2B and B2C sectors. As a certified Salesforce partner, we are consistently recognized for our innovative solutions, exemplifying our unwavering commitment to advancing digital transformation. Notable awards include the 2023 Salesforce Partner Innovation Award in Emerging Technology - Customer 360 and the 2022 Salesforce Commerce Cloud Partner of the Year for Best Go Faster with Commerce. Our core values—OneTeam, ResultsAnywhere, Outperform, OSFExcellence, Driven By Change, and OSF Strong—guide our client, partner, employee, and community engagements, underpinning our commitment to excellence and continuous innovation. Acknowledged for our dedication to our team's well-being and commitment to cultivating an environment where innovative ideas thrive, we're honored to be a Great Place to Work® Certified™ organization in ASEAN and ANZ and listed among Fast Company's The 50 Best Workplaces for Innovators. We’re proud to celebrate our 20th anniversary with a team of over 2200 employees working from anywhere, and operating in various locations worldwide, including Canada, the U.S., the UK, France, Germany, Brazil, Spain, Romania, Turkey, Ukraine, Colombia, Australia, New Zealand, and Japan. Ultimately, OSF Digital Foundation is actively involved in philanthropic, cultural, and educational activities to help people in the communities where OSF operates to build a better life. For more information about our services and expertise, or to speak with a digital transformation specialist, please visit osf.digital
