About Convene Inc.
Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.
Salesforce CPQ Architect - Job Description
Job Title: Salesforce CPQ Architect
Location: [Onsite/Hybrid/Remote - customize]
Department: IT / Business Systems
Employment Type: Full-Time Contract
About the Role
We are seeking an experienced Salesforce CPQ Architect to lead the design, optimization, and ongoing evolution of our CPQ ecosystem. This role will partner closely with Sales Operations, Finance, Product, and Engineering to architect scalable, reliable, and automated CPQ solutions that improve quoting accuracy, accelerate deal velocity, and support complex product configurations.
The ideal candidate is both a strategic thinker and a hands-on technologist who thrives in a fast-paced environment.
Key Responsibilities
Architecture & Solution Design
Implementation & Configuration
Cross-Functional Collaboration
Governance & Quality
Required Qualifications
Preferred Qualifications
What You'll Bring
Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.
Salesforce CPQ Architect - Job Description
Job Title: Salesforce CPQ Architect
Location: [Onsite/Hybrid/Remote - customize]
Department: IT / Business Systems
Employment Type: Full-Time Contract
About the Role
We are seeking an experienced Salesforce CPQ Architect to lead the design, optimization, and ongoing evolution of our CPQ ecosystem. This role will partner closely with Sales Operations, Finance, Product, and Engineering to architect scalable, reliable, and automated CPQ solutions that improve quoting accuracy, accelerate deal velocity, and support complex product configurations.
The ideal candidate is both a strategic thinker and a hands-on technologist who thrives in a fast-paced environment.
Key Responsibilities
Architecture & Solution Design
- Lead the end-to-end architecture, design, and technical strategy for Salesforce CPQ and related Revenue Operations systems.
- Translate business requirements into scalable, best-practice CPQ solutions using Salesforce native capabilities and minimal custom code.
- Create technical design documents, data models, integration specs, and configuration standards.
Implementation & Configuration
- Own complex CPQ configurations including product rules, pricing methods, quote templates, approval workflows, and guided selling.
- Implement advanced pricing strategies such as discount schedules, contracted pricing, usage-based pricing, and multi-tier bundles.
- Ensure CPQ is optimized for performance, maintainability, and user experience.
Cross-Functional Collaboration
- Serve as the CPQ subject-matter expert to Sales, Finance, Product, and RevOps teams.
- Partner with internal and external developers to build integrations with ERP, billing, CLM, and custom apps.
- Lead discovery workshops, user story refinement, and architectural reviews.
Governance & Quality
- Establish and uphold CPQ configuration standards, documentation, and change management practices.
- Oversee design reviews, regression testing, and release management in a multi-org environment.
- Troubleshoot complex issues across CPQ, Salesforce core, and external integrations.
Required Qualifications
- 7+ years of Salesforce experience, with at least 4 years dedicated to Salesforce CPQ (formerly SteelBrick).
- Proven track record architecting and implementing large-scale CPQ solutions in complex enterprise environments.
- Deep expertise with CPQ product rules, pricing methods, discount strategies, bundles, quote templates, and approval workflows.
- Experience integrating CPQ with ERP, billing, and contract lifecycle management systems.
- Strong understanding of Salesforce data model, Apex triggers, flows, APIs, and declarative automation.
- Salesforce CPQ Specialist or CPQ Advanced Certification (highly preferred).
- Excellent communication skills with the ability to translate technical concepts for non-technical stakeholders.
Preferred Qualifications
- Experience with Salesforce Billing or Revenue Cloud.
- Familiarity with tools like Conga/DocuSign, Mulesoft, or Boomi.
- Prior experience in manufacturing, SaaS, subscription, or multi-product environments.
- Background leading CPQ implementations or major re-architectures.
What You'll Bring
- passion for simplifying complex product configurations.
- strong architectural mindset focused on scalability and long-term maintainability.
- The ability to collaborate, influence, and drive alignment across teams.
- Proactive problem-solving and meticulous attention to detail.