Salesforce CPQ Specialist
Toronto, ON
Technology – Enterprise Systems /
Full Time - Permanent /
Hybrid
Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
Caseware is searching for a Salesforce CPQ specialist to join our team within our Enterprise Systems team. In this role, you’ll collaborate with our technical, support, and sales teams to establish the project vision, analyze business requirements, design Salesforce solutions, manage projects and lead Salesforce implementations.
❗This a full-time, permanent position
📍 Location: This role is hybrid. You will be required to work from our Toronto office 3-days a week, located at 351 King Street East, Toronto, ON.
What you will be doing:
- Lead Sales and Quote to Cash business process review sessions to identify user stories/requirements
- Lead Salesforce CPQ solution design sessions from the identified user stories/requirements
- Responsible for build activities via configuration on the Salesforce Platform (Sales Cloud, Salesforce CPQ, Salesforce B2B C e-commerce)
- Facilitate business process reviews to identify client requirements and processes.
- Facilitate unit, system and end-user testing
- Support end-user training and documentation
- Manage project status, timelines, risks for overall project or individual workstream
What you will bring:
- College degree, or equivalent experience required
- 5-7+ years experience in Salesforce consulting preferred
- 2+ years experience performing CPQ consulting implementations preferred (CPQ solutions for Apttus, Oracle CPQ, or other CPQ solutions within Salesforce)
- Proficient in the process areas related to CPQ such as Quote to Cash, Product Master Data Management, Contract Lifecycle Management
- Proficient at leading requirements and design sessions for client stakeholders across the areas of Sales, Quote to Cash, and/or Marketing
- Proficient at managing status, timeline, and risks at the program or workstream level
- Deep understanding of the Salesforce platform (Sales Cloud, Salesforce CPQ/Revenue Cloud)
- Proven ability to work well independently and within a team environment
- Proficient in documenting requirements and solution design deliverables
- Excellent client-facing and oral communication skills
What's in it for you:
▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
About Caseware:
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
