Role overview
Own Salesforce configuration and architecture across multiple organizational instances, with particular responsibility for quote-to-cash processes connecting Salesforce and Zuora. This senior generalist role supports business operations through reliable automation, integrations, release management, data quality, documentation, and platform health.
Responsibilities
- Configure Salesforce objects, fields, layouts, record types, validation rules, formulas, Flows, and data models across production and sandbox environments.
- Maintain quote-to-cash workflows, including Zuora CPQ X catalog, quoting, pricing, renewals, amendments, billing synchronization, and connected Salesforce automation.
- Manage deployments and release controls using Gearset, Salesforce DX, and GitHub, including comparisons, pipelines, rollbacks, and change governance.
- Maintain integrations and data flows across sales and customer-success tools; manage mappings, synchronization rules, lifecycle logic, bulk updates, and data-quality monitoring.
- Build reports and dashboards, support AI-assisted development, and maintain documentation such as field inventories, Flow catalogs, and integration runbooks.
Requirements
- 5+ years of Salesforce administration and configuration, ideally in a complex, multi-team environment.
- Hands‑on Zuora CPQ and Zuora Billing experience integrated with Salesforce, including troubleshooting synchronization.
- Gearset deployment experience, plus Salesforce DX and Git-based version control.
- Salesforce Administrator certification; strong command of Flows, validation rules, formulas, record types, and core and custom data models.
- Experience across multiple Salesforce orgs, integrations, bulk data tools, and data‑quality practices.
- Evidence of delivering AI solutions with measurable outcomes, clear communication, and ability to take ownership in a small collaborative team.
Nice to have
- Advanced Salesforce administration or platform app‑builder certification, Salesforce CPQ or Revenue Cloud exposure, Apex or SOQL knowledge, healthcare or regulated‑industry experience, and Looker or Tableau.
Benefits and work setup
- U.S.-based role: remote for most locations; Chicago‑area employees meet in person 1–2 days per week. Occasional travel to offices may be required.
- Benefits include health and wellness coverage, an annual wellness stipend, 401(k) match, flexible paid time off, professional development support, and an employee stock purchase program.