CPQ & Billing Systems Integration
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We are looking for a highly skilled CPQ and Billing Systems Integration Consultant (CPQ Administrator / BSA with Strong Integration Experience) to support our client’s Salesforce CPQ and Logisense billing platform. This role is critical to improving billing accuracy, reducing sync errors, and ensuring end-to-end data consistency across revenue systems.The ideal candidate has deep experience with Salesforce CPQ, understands the CPQ data model, and is capable of diagnosing complex issues across a multi-system architecture. Strong integration experience, particularly with tools like Workato, is essential.This is an independent contributor role working within an existing backlog and alongside a cross-functional finance and billing operations team.
Location: Remote. Must provide a minimum of 4 hours **overlap with PST.
Duration:** 3 months (potential opportunity to extend). Key Responsibilities
- Monitor and troubleshoot data synchronization between Salesforce, CPQ, Workato, and Logisense.
- Investigate discrepancies (e.g., contract records, price changes, customer data) to determine the root cause—whether CPQ configuration, Salesforce data, transformation logic in Workato, or Logisense is the culprit.
- Review daily system events (e.g., new contracts, renewals, amendments) and validate whether transactions have synced properly across platforms to determine which items require intervention.
- Recommend and implement process improvements or automation opportunities to reduce manual review and troubleshooting effort.
- Assess billing readiness ahead of monthly bill runs (1st of each month).
- Work within a defined prioritized backlog and provide structured updates and collaborate closely with the Finance Systems Team and GTM Systems Teams.
- Gain deep understanding of the current Salesforce CPQ instance, configuration decisions, and integration patterns.
- Quickly ramp up on Logisense functionality, data structures, and billing workflows to support accurate issue diagnosis.
Skills, Knowledge and Expertise
Requirements
Strong expertise in Salesforce CPQ, including objects, pricing, quoting, contracts, and amendment/renewal workflows.
Hands-on integration experience, preferably with Workato (or similar iPaaS tools like MuleSoft, Boomi).
- Ability to diagnose multi-system issues and identify the true source of a problem (CPQ configuration, integration logic, or downstream billing platform).
- Experience working with subscription/billing systems (Logisense experience is a plus).
- Strong analytical mindset; comfortable reviewing logs, data exports, and queued transactions.
- Ability to work independently and take ownership of complex, ambiguous issues.
- Strong communication skills for cross-functional work within Finance, Billing, and Engineering.
- Comfortable working in a high-volume environment (~200 events per month).
Success Metrics
- Significant reduction in billing errors and sync discrepancies.
- Improved accuracy and reliability of the end-to-end quote-to-cash process.
- Increased confidence from Finance and Billing teams in the data flowing from CPQ to Logisense.
- Demonstrated automation or process improvements that reduce manual workload for troubleshooting issues.
Originally posted on Himalayas
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Salesforce consulting firm that provides implementation and functional support for clients.
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