Role: Salesforce CPQ Administrator (Financial Services)
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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