Salesforce & Quoting Automation Specialist

Schurz Communications, Inc.; Austin (TX); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Generous PTO

Volunteer time off

Job summary

Otava is seeking a Revenue Operations System Administrator to support and enhance Salesforce and related business systems across sales, quoting, ordering, deployment, billing, and partner processes. You will administer CPQ, security, data, reporting, and flows while partnering with Finance, Deployment, Marketing, and Revenue Operations to deliver scalable solutions.

This role focuses on evaluating and implementing new quoting platforms, managing integrations, and ensuring accurate data flow

Qualifications

• 2+ years of experience administering Salesforce in a professional environment.
• Experience with Salesforce CPQ configuration and administration.
• Experience managing and configuring quoting tools or similar sales technology platforms.
• Experience managing integrations between Salesforce and other business systems or platforms.
• Experience with billing platforms and related sales-to-billing processes.
• Experience or working knowledge of cloud and hosted solution environments.

Responsibilities

• Administer and maintain Salesforce, including configuration, user access, security, data management, reporting, and ongoing platform enhancements.
• Administer and support Salesforce CPQ through end of life.
• Support the evaluation, implementation, testing, and rollout of a new quoting platform.
• Provide ongoing administration and support for the new quoting platform following implementation.
• Support the end-to-end revenue lifecycle across Sales, Quoting, Ordering, Deployment, Customer, Contract, and Billing processes.
• Troubleshoot system and process issues and support user requests.
• Coordinate testing of system enhancements and new functionality.
• Configure and maintain Salesforce, including security, access, users, data, reporting, and platform functionality.
• Configure and support Salesforce CPQ products, pricing, quoting processes, approvals, and proposal generation.
• Troubleshoot Salesforce CPQ issues and support users throughout the quoting process.
• Participate in the transition from Salesforce CPQ to a new quoting solution.
• Configure, enhance, and support the new quoting platform following implementation.
• Maintain reliable and scalable quoting processes that support business requirements.
• Design, build, and maintain Salesforce Flows and other automations to improve business processes and operational efficiency.
• Manage and troubleshoot integrations between Salesforce, quoting tools, billing platforms, and other business systems.
• Maintain accurate and reliable data flow across integrated platforms.

Skills

Salesforce CPQ

Security & access

Data management

Reporting & dashboards

Quoting processes

Billing processes

Integrations

Troubleshooting

Cross-functional communication

Time management

Education

Bachelor's degree in Business Administration or Information Technology

Tools

Salesforce CPQ

Job description

Otava is seeking a Revenue Operations System Administrator to support and enhance Salesforce and related business systems across sales, quoting, ordering, deployment, billing, and partner processes. You will administer CPQ, security, data, reporting, and flows while partnering with Finance, Deployment, Marketing, and Revenue Operations to deliver scalable solutions.

This role focuses on evaluating and implementing new quoting platforms, managing integrations, and ensuring accurate data flow