Salesforce CPQ Administrator (Financial Services)
Salesforce CPQ Administrator (Financial Services)

Salesforce CPQ Administrator (Financial Services)

Birmingham Freelance 60000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Maintain and optimise the Salesforce CPQ platform for a growing financial services business.
  • Company: Join a boutique financial services firm focused on innovation and growth.
  • Benefits: Competitive daily rate, collaborative work environment, and potential for remote flexibility.
  • Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in financial services.
  • Qualifications: Experience as a Salesforce CPQ Administrator and strong understanding of its functionality required.
  • Other info: 6-month contract with opportunities for professional development and networking.

The predicted salary is between 60000 - 84000 £ per year.

Rate: £300-£400 Per Day

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: TECHOHANA

Joining our boutique Financial Services firm as a Salesforce CPQ Administrator offers you the chance to be part of a dynamic and supportive work culture that values collaboration and innovation. With competitive daily rates and a focus on employee growth, we provide ample opportunities for professional development and skill enhancement, ensuring you thrive in your role. Located in a vibrant area, our company not only prioritises work-life balance but also fosters a sense of community, making it an excellent choice for those seeking meaningful and rewarding employment.
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Contact Detail:

TECHOHANA 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 latest Salesforce CPQ features and updates. This will not only help you in interviews but also demonstrate your commitment to staying current in the field.

✨Tip Number 2

Network with professionals in the financial services sector who are using Salesforce CPQ. Engaging in discussions can provide insights into industry-specific challenges and solutions, making you a more attractive candidate.

✨Tip Number 3

Prepare to discuss specific examples of how you've optimised or enhanced Salesforce CPQ in previous roles. Real-world scenarios can showcase your problem-solving skills and technical expertise effectively.

✨Tip Number 4

Consider obtaining or highlighting your Salesforce CPQ certification if you haven't already. This credential can significantly boost your credibility and show potential employers that you have the necessary skills for the role.

We think you need these skills to ace Salesforce CPQ Administrator (Financial Services)

Salesforce CPQ Administration
Configuration Management
Pricing Rules Management
Product Bundling
Approval Workflows
Quote Template Management
Stakeholder Engagement
Requirements Gathering
System Integration
Technical Troubleshooting
Data Integrity Assurance
User Training and Documentation
Salesforce CPQ Certification
Communication Skills
Problem-Solving Skills

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. Use specific examples to demonstrate your hands-on experience.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Salesforce CPQ certification if you have it, and explain how your background aligns with the key responsibilities outlined in the job description.

Showcase Technical Skills: Emphasise your technical skills related to Salesforce CPQ. Include any specific projects where you managed pricing rules or improved workflows. This will help demonstrate your ability to troubleshoot issues and drive system improvements.

Highlight Communication Skills: Since the role involves collaboration with various stakeholders, make sure to highlight your communication and stakeholder management skills. Provide examples of how you've successfully gathered requirements and implemented enhancements in previous roles.

How to prepare for a job interview at TECHOHANA

✨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 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.

✨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 enhanced user adoption in the past and the impact it had on the team.

Salesforce CPQ Administrator (Financial Services)
TECHOHANA
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  • Salesforce CPQ Administrator (Financial Services)

    Birmingham
    Freelance
    60000 - 84000 £ / year (est.)

    Application deadline: 2027-06-02

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    TECHOHANA

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