Revenue Operations Engineer, Quoting Systems

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.)