Salesforce CPQ Specialist

Remote Full TimeMountain View, CA, United States (Remote)ThoughtSpot

What makes ThoughtSpot a great place to work?

To make our dent in the universe, we seek employees with unique identities, backgrounds, and perspectives that want to build an inclusive, respectful company culture and truly challenge the status quo. We are very deliberate about building a culture focused on selfless-excellence, continuous learning and improvement (2% done) achieved through diversity (balance-for-the-better) and inclusion.

What is the role?

We are looking for a dedicated Salesforce CPQ Specialist to join the Salesforce Operations team. The ideal candidate will work closely with our internal Sales Operations and Deal Desk teams in order to simplify and enhance the quote-to-cash process. All candidates will have solid technical expertise in process automation (Price Rules, Product Rules, Approval Process, Flows, etc), Salesforce best practices, data models, validation rules, spreadsheet analysis, and sound business acumen.

What you’ll do:

  • Responsible for designing, developing, and testing solutions on Salesforce CPQ and Sales Cloud.
  • Manage Order Templates and Quote Terms.
  • Manage Products and Price Books and related records.
  • Monitor and maintain the creation of Quote-to-Cash records.
  • Identify opportunities to optimize the use of Salesforce CPQ, including Advanced Approvals
  • Troubleshoot and fix issues related to Salesforce automation and validation rules.
  • Partner closely with our Deal Desk and Revenue Operations teams to ensure the Quote-to-Cash lifecycle is optimized.
  • Manage general Salesforce configuration and provide technical support where needed.

What you bring:

  • BA/BS degree in Computer Science, Business, Finance, similar technical field of study, or equivalent practical experience.
  • Strong desire to learn. You are energized when new features and technologies become available and eager to understand them in order to maximize their potential.
  • 5+ years of hands-on experience with Salesforce Sales Cloud and Salesforce CPQ configuration.
  • Must have attention to detail, good written and verbal communication, and interpersonal skills.
  • Experience working with Salesforce Communities, Salesforce CPQ, Advanced Approvals, Salesforce Knowledge, a plus.
  • Familiarity with third-party Salesforce Packages (Vivun, 6Sense, FinancialForce, Outreach,, ClosePlan, Clari, TrustRadius, LeanData), a plus.
  • Certifications: Salesforce CPQ Specialist Salesforce Advanced Administrator.

ThoughtSpot for All

Building a diverse and inclusive team isn’t just the right thing to do for our people, it’s the right thing to do for our business. We know we can’t solve complex data problems with a single perspective. It takes many voices, experiences, and areas of expertise to deliver the innovative solutions our customers need. At ThoughtSpot, we continually celebrate the diverse communities that individuals cultivate to empower every Spotter to bring their whole authentic self to work.

We’re committed to being real and continuously learning when it comes to equality, equity, and creating space for underrepresented groups to thrive.

Research shows that in order to apply for a job, women feel they need to meet 100% of the criteria while men usually apply after meeting 60%. Regardless of how you identify, if you believe you can do the job and are a good match, we encourage you to apply.

To all recruitment agencies:ThoughtSpot does not accept agency resumes. Please do not forward resumes to our jobs alias, ThoughtSpot employees, or any other organization location. ThoughtSpot nor its employees are not responsible for any fees related to unsolicited resumes.

About ThoughtSpot

ThoughtSpot is the Modern Analytics Cloud company. Our mission is to create a more fact-driven world with the easiest to use analytics platform. With ThoughtSpot, anyone can leverage natural language search and AI to find data insights and tap into the most cutting edge innovations the cloud data ecosystem has to offer. Companies can now put the power of their modern data stack in the hands of every employee, extend the value of their data to partners and customers, and automate entire business processes. ThoughtSpot’s web and mobile applications improve decision-making for every employee. With ThoughtSpot’s developer-friendly platform, customers can also embed consumer-grade analytics into their SaaS offerings or build entirely new interactive data apps that engage users and keep them coming back for more. Organizations like Walmart, BT, Daimler, Medtronic, Hulu, Royal Bank of Canada, Nasdaq, OpenTable, Workato, and Nationwide Building Society rely on ThoughtSpot to transform how their employees and customers take advantage of data.

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