Revenue Operations Engineer, Quoting Systems
Implements and optimizes Quote-to-Order processes using Salesforce CPQ, DealHub, Conga CLM, and NetSuite integrations. Leads cross-functional teams to streamline quoting, approvals, amendments, and order handoffs for hardware/SaaS revenue operations. Requires 5-8+ years RevOps/CPQ experience.
About the job
What you’ll drive (scope):
- Quoting & approvals: Own the end-to-end quoting experience and system-based pricing/discount approval workflows across direct and channel motions.
- Amendments & changes: Define and operationalize amendment paths (co-term/extend/expand/swap/returns) across hardware, SaaS, usage, and services.
- Catalog readiness: Ensure products/SKUs are quotable in Salesforce with correct selling attributes, bundles, price book mappings, and provisioning flags.
- Order handoff: Orchestrate clean, automated handoff to NetSuite for order creation.
- Channel & deal reg: Enable partner quoting, margins, special price agreements, and deal registration flows.
- Change management: Own release planning, UAT, comms, training, and documentation; drive adoption and adherence.
Day-to-day responsibilities:
- Build and run the Quote to Order roadmap spanning Salesforce, Salesforce CPQ & DealHub, Conga CLM, and NetSuite.
- Translate business rules into CPQ/CLM designs (bundles, rules, price books, discount schedules, templates).
- Lead cross-functional working groups (Sales, Deal Desk, Product Ops/Product Marketing, Systems Engineering, Finance/Accounting, Legal/Legal Ops, Manufacturing/Fulfillment).
- Establish governance for catalog changes (intake → design → approval → testing → release).
- Own testing (UAT), documentation, and enablement (guides, videos, office hours).
- Monitor health (quote accuracy, order fallout, approval turnaround) and drive fixes through backlog/priorities.
Tech stack you’ll work with:
- CRM/CPQ: Salesforce; Salesforce CPQ and DealHub
- CLM: Conga CLM
- ERP: NetSuite
- PLM: Arena
- Program tools: Jira (delivery), Notion (docs)
What you’ll bring:
- 5–8+ years in Revenue Operations / Quote-to-Order / CPQ, with hands-on configuration plus program management experience.
- Proven design/rollout experience across hardware + SaaS + usage + services and channel quoting/deal reg.
- Strong understanding of amendments, co-terming, revenue considerations, and order handoff patterns to ERP.
- Excellent stakeholder management and change-management chops; clear writer and facilitator.
- Certifications preferred: Salesforce Admin and/or Salesforce CPQ Specialist or DealHub certs; PMP/Scrum Master. (SQL/analytics, CLM, and NetSuite exposure are nice-to-haves.)
Skills
Salesforce, Salesforce Cpq, Dealhub, Conga Clm, NetSuite, Jira, Notion, Arena, CPQ, Quote-To-Order, SQL
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