CPQ & Billing 系统集成
CPQ & Billing Systems Integration
我们正在寻找一位高度熟练的CPQ和计费系统集成顾问（CPQ管理员/BSA，具备强大的集成经验），以支持客户公司的Salesforce CPQ和Logisense计费平台。该职位对于提高计费准确性、减少同步错误以及确保收入系统间端到端的数据一致性至关重要。理想的候选人应具备丰富的Salesforce CPQ经验，了解CPQ数据模型，并能够诊断多系统架构中的复杂问题。具有强大的集成经验，特别是使用Workato等工具，是必不可少的。这是一个独立贡献者角色，将在现有待办事项中工作，并与跨职能的财务和计费运营团队合作。
地点：远程。必须提供至少4小时的PST时区重叠时间。
时长：3个月（可能有延长机会）。
主要职责
- 监控并排查Salesforce、CPQ、Workato和Logisense之间的数据同步问题。
- 调查差异（例如合同记录、价格变更、客户数据），确定根本原因——是否为CPQ配置、Salesforce数据、Workato中的转换逻辑或Logisense的问题。
- 审查每日系统事件（例如新合同、续订、修改），验证交易是否在各平台上正确同步，以确定哪些项目需要干预。
- 推荐并实施流程改进或自动化机会，以减少手动审查和故障排除的工作量。
- 在每月账单运行前（每月1日）评估计费准备情况。
- 在定义好的优先级待办事项中工作，并提供结构化的更新，与财务系统团队和GTM系统团队紧密协作。
- 深入了解当前的Salesforce CPQ实例、配置决策和集成模式。
- 快速掌握Logisense的功能、数据结构和计费流程，以支持准确的问题诊断。
技能、知识和专长
要求
- 精通Salesforce CPQ，包括对象、定价、报价、合同以及修订/续订工作流。
- 有实际的集成经验，最好是使用Workato（或类似的iPaaS工具如MuleSoft、Boomi）。
- 能够诊断多系统问题并识别问题的真正来源（CPQ配置、集成逻辑或下游计费平台）。
- 有使用订阅/计费系统的经验（L）
查看英文原文
We are looking for a highly skilled CPQ and Billing Systems Integration Consultant (CPQ Administrator / BSA with Strong Integration Experience) to support our client’s Salesforce CPQ and Logisense billing platform. This role is critical to improving billing accuracy, reducing sync errors, and ensuring end-to-end data consistency across revenue systems.The ideal candidate has deep experience with Salesforce CPQ, understands the CPQ data model, and is capable of diagnosing complex issues across a multi-system architecture. Strong integration experience, particularly with tools like Workato, is essential.This is an independent contributor role working within an existing backlog and alongside a cross-functional finance and billing operations team.
Location: Remote. Must provide a minimum of 4 hours overlap with PST.
Duration: 3 months (potential opportunity to extend).
Key Responsibilities
- Monitor and troubleshoot data synchronization between Salesforce, CPQ, Workato, and Logisense.
- Investigate discrepancies (e.g., contract records, price changes, customer data) to determine the root cause—whether CPQ configuration, Salesforce data, transformation logic in Workato, or Logisense is the culprit.
- Review daily system events (e.g., new contracts, renewals, amendments) and validate whether transactions have synced properly across platforms to determine which items require intervention.
- Recommend and implement process improvements or automation opportunities to reduce manual review and troubleshooting effort.
- Assess billing readiness ahead of monthly bill runs (1st of each month).
- Work within a defined prioritized backlog and provide structured updates and collaborate closely with the Finance Systems Team and GTM Systems Teams.
- Gain deep understanding of the current Salesforce CPQ instance, configuration decisions, and integration patterns.
- Quickly ramp up on Logisense functionality, data structures, and billing workflows to support accurate issue diagnosis.
Skills, Knowledge and Expertise
Requirements
- Strong expertise in Salesforce CPQ, including objects, pricing, quoting, contracts, and amendment/renewal workflows.
- Hands-on integration experience, preferably with Workato (or similar iPaaS tools like MuleSoft, Boomi).
- Ability to diagnose multi-system issues and identify the true source of a problem (CPQ configuration, integration logic, or downstream billing platform).
- Experience working with subscription/billing systems (Logisense experience is a plus).
- Strong analytical mindset; comfortable reviewing logs, data exports, and queued transactions.
- Ability to work independently and take ownership of complex, ambiguous issues.
- Strong communication skills for cross-functional work within Finance, Billing, and Engineering.
- Comfortable working in a high-volume environment (~200 events per month).
Success Metrics
- Significant reduction in billing errors and sync discrepancies.
- Improved accuracy and reliability of the end-to-end quote-to-cash process.
- Increased confidence from Finance and Billing teams in the data flowing from CPQ to Logisense.
- Demonstrated automation or process improvements that reduce manual workload for troubleshooting issues.
Originally posted on Himalayas