We are looking for an experienced Salesforce Business Solutions Architect with deep expertise in Salesforce CPQ and Salesforce Revenue Cloud (Agentforce Revenue Management – ARM) implementations. This role sits at the intersection of business strategy and solution delivery - translating complex business requirements into pragmatic, scalable Salesforce solutions that drive real outcomes for our clients.
You will serve as the functional consultant and solution designer across the full project lifecycle - from running discovery workshops and producing solution design documentation to guiding development teams and ensuring stakeholder alignment throughout delivery.
Key Responsibilities
Discovery & Requirements Definition
- Plan and facilitate discovery and design workshops with client stakeholders across sales, operations, and finance
- Capture business requirements, pain points, and process gaps through structured workshops and interviews
- Perform fit-gap analysis between client requirements and Salesforce CPQ / ARM capabilities
- Define business outcomes and measurable success criteria at the outset of each engagement
Solution Design & Architecture
- Shape end-to-end solutions across Salesforce CPQ, Revenue Cloud (ARM), and integrated enterprise systems
- Define ARM configuration requirements including product bundles, pricing rules, discount structures, quote calculations, and approval workflows
- Provide clear options analysis with trade-offs, risks, and recommendations for each approach
Documentation & Artifact Creation
- Produce high-quality delivery artifacts including:
- Solution Design Documents (SDD)
- User Stories with clear acceptance criteria
- Process Flow Diagrams and journey maps
- Workshop Facilitation Decks for discovery and design sessions
- Release Readiness and business validation documentation
Development Guidance & Delivery Support
- Guide developers and configuration specialists through the build phase, ensuring alignment with approved solution designs
- Review builds against user stories and acceptance criteria prior to UAT
- Proactively identify and resolve risks, scope gaps, or design deviations during development
CPQ to ARM Migration
- Lead the business solution workstream for organizations migrating from Salesforce CPQ to ARM
- Act as a trusted advisor on long-term revenue platform strategy and post-go-live optimization
Required Skills & Experience
Salesforce Expertise
- Proven experience with Salesforce Primary Clouds, CPQ implementations (configuration, pricing, product catalog, approvals, quote output)
- Hands-on experience with Salesforce Revenue Cloud / Agentforce Revenue Management (ARM)
- Strong understanding of the end-to-end Quote-to-Cash (Q2C) process
- Salesforce certifications preferred (e.g., CPQ Specialist, Revenue Cloud, Sales Cloud)
Business Analysis & Solution Design
- Demonstrated experience running discovery and design workshops with senior stakeholders
- Strong ability to write user stories, acceptance criteria, and functional specifications
- Experience producing solution design documents and process flow diagrams
Preferred Qualifications
- 6+ years in Salesforce solution delivery, with at least 3 years in a Functional Architect or Solutions Architect capacity
- Experience in a consulting or professional services environment
- Prior experience with CPQ to ARM/Revenue Cloud migration programs is highly advantageous
- Exposure to Agile/Scrum delivery methodologies
