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- Tasks: Maintain and optimise the Salesforce CPQ platform for a financial services company.
- Company: Join a growing boutique financial services business focused on innovation.
- Benefits: Enjoy flexible working options and opportunities for professional development.
- Why this job: Be part of a dynamic team, enhancing business processes and making a real impact.
- Qualifications: Experience as a Salesforce CPQ Administrator and strong communication skills required.
- Other info: This is a 6-month contract role with potential for extension.
The predicted salary is between 36000 - 60000 £ per year.
Length: 6 Months
TechOhana have partnered with a boutique, but growing Financial Services business that are looking to bring in a Salesforce CPQ Admin to prepare for a maintenance project, post go live.
Role Overview: As a Salesforce CPQ Administrator, you will play a key role in maintaining, optimising, and developing the CPQ platform to support business processes. You’ll collaborate with stakeholders across sales, finance, and operations to ensure seamless configuration, pricing, and quoting functionality within Salesforce.
Key Responsibilities:
- Administer and configure Salesforce CPQ to align with business needs
- Manage pricing rules, product bundles, approval workflows, and quote templates
- Work closely with stakeholders to gather requirements and implement enhancements
- Support integrations between Salesforce CPQ and other enterprise systems
- Troubleshoot issues, perform regular system audits, and ensure data integrity
- Provide user training and documentation to enhance adoption
Key Requirements:
- Proven experience as a Salesforce CPQ Administrator
- Strong understanding of Salesforce CPQ functionality
- Hands-on experience with configuration, workflows, and automation
- Ability to troubleshoot technical issues and drive system improvements
- Salesforce CPQ certification (highly desirable)
- Excellent communication and stakeholder management skills
Salesforce CPQ Administrator (Financial Services) employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce CPQ Administrator (Financial Services)
✨Tip Number 1
Familiarise yourself with the specific features of Salesforce CPQ. Understanding how pricing rules, product bundles, and approval workflows work will give you an edge in discussions with potential employers.
✨Tip Number 2
Network with professionals in the financial services sector who are already using Salesforce CPQ. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Consider joining online forums or groups focused on Salesforce CPQ. Participating in discussions can enhance your knowledge and demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss real-world scenarios where you've successfully managed Salesforce CPQ configurations. Being able to share specific examples will showcase your expertise and problem-solving skills.
We think you need these skills to ace Salesforce CPQ Administrator (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Salesforce CPQ Administrator. Focus on relevant skills such as configuration, pricing rules, and stakeholder management that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your previous experiences have prepared you for this role and demonstrate your understanding of Salesforce CPQ functionality.
Showcase Relevant Certifications: If you have a Salesforce CPQ certification, make it prominent in your application. This is highly desirable for the role and can set you apart from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Salesforce CPQ Knowledge
Make sure to brush up on your Salesforce CPQ knowledge before the interview. Be prepared to discuss specific functionalities, such as pricing rules and product bundles, and how you've used them in past roles.
✨Demonstrate Stakeholder Collaboration
Since the role involves working closely with various stakeholders, be ready to share examples of how you've successfully gathered requirements and implemented enhancements in previous positions. Highlight your communication skills and ability to manage expectations.
✨Prepare for Technical Questions
Expect technical questions related to troubleshooting and system audits. Review common issues that arise in Salesforce CPQ and think about how you would approach resolving them. This will show your problem-solving skills and hands-on experience.
✨Discuss User Training Experience
User training is a key part of the role, so be prepared to talk about any experience you have in providing training or creating documentation. Share how you’ve helped users adopt new systems or features in the past.
