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About The Company
Summit Consulting Services is a leading provider of innovative technology solutions dedicated to empowering organizations through digital transformation. With a focus on Salesforce implementations, we deliver tailored strategies that enhance operational efficiency, improve customer engagement, and drive business growth. Our team of certified professionals combines deep industry expertise with cutting-edge technology to ensure our clients stay ahead in a competitive landscape. Committed to excellence and integrity, Summit Consulting Services prides itself on fostering long-term partnerships and delivering measurable results across various sectors.
About The Role
We are seeking an experienced Salesforce Administrator with deep expertise in CPQ and a forward-looking passion for AI within the Salesforce ecosystem. You will be the go-to platform expert responsible for managing, configuring, and evolving our Salesforce instance — with a heavy focus on CPQ/Revenue Cloud to streamline quote-to-cash processes. You will also champion adoption of Salesforce capabilities to make teams smarter and more productive. This role offers a unique opportunity to leverage your technical skills and strategic thinking to optimize our Salesforce environment, support sales and service teams, and pioneer innovative AI integrations that enhance decision-making and operational efficiency.
Qualifications
The ideal candidate will have 4-5 years of experience in Salesforce administration, with at least 3 years dedicated to managing Salesforce environments. A minimum of 2 years hands-on experience with Salesforce CPQ (Steelbrick/Revenue Cloud) in a production setting is essential. Candidates should possess a bachelor’s degree in Information Systems, Computer Science, Business Administration, or a related field, or have equivalent professional experience. Prior experience implementing or managing Salesforce AI features such as Einstein, Agentforce, Prompt Builder, or Data Cloud is highly desirable. Certifications such as Salesforce Certified Administrator, Advanced Administrator, and CPQ Specialist will be considered a strong plus.
Responsibilities
Platform Administration
- Serve as the primary Salesforce Administrator, managing user accounts, security settings (profiles, permission sets, sharing rules, OWD), and ensuring optimal platform health.
- Configure and maintain Sales Cloud, Service Cloud, and Experience Cloud environments to meet evolving business needs.
- Develop and sustain Flows, validation rules, custom objects and fields, page layouts, record types, and Lightning app configurations to enhance user experience and process automation.
- Manage sandbox environments, oversee release cycles, utilize change sets, and deploy updates following best practices in DevOps.
- Oversee data management tasks including data imports, deduplication, archival, and ongoing data quality monitoring.
- Administer AppExchange packages, including managed and unmanaged packages, and facilitate third-party integrations to extend platform capabilities.
- Provide tier-2/3 support for Salesforce-related issues, manage support case queues, and ensure SLAs are consistently met.
CPQ / Quote-to-Cash
- Own end-to-end administration of Salesforce CPQ (Revenue Cloud), including product catalog management, price books, pricing rules, discount schedules, bundles, and quote templates.
- Configure complex CPQ approval workflows, advanced approval chains, and guided selling processes to accelerate sales cycles.
- Build and optimize quote line editor configurations, product selection filters, and dynamic pricing models, including subscriptions, one-time purchases, and usage-based billing.
- Manage quote document generation, incorporating advanced merge fields, custom templates, and e-signature integrations such as DocuSign or Adobe Sign.
- Ensure seamless integration of CPQ with billing systems like Salesforce Billing, Zuora, Chargebee, or ERP solutions, aligning with downstream finance processes.
- Perform regular performance tuning of CPQ, optimizing load times, resolving calculation bottlenecks, and addressing pricing or discount rule conflicts.
- Support sales teams and Deal Desk by troubleshooting quoting issues, onboarding new products/SKUs, and maintaining pricing accuracy.
AI Implementation within Salesforce
- Champion the adoption of Einstein Lead Scoring, Opportunity Insights, Activity Capture, and Einstein Forecasting to enhance sales and service productivity.
- Configure and deploy Agentforce agents for various use cases, including topic definition, action mapping, and implementing trust layer security protocols.
- Develop prompt templates using Salesforce Prompt Builder to facilitate AI-assisted email drafting, case summarization, and record enrichment.
- Collaborate with Salesforce Data Cloud to connect and harmonize data sources, creating unified customer profiles for AI models.
- Evaluate and pilot emerging Salesforce AI features such as Einstein Studio, Model Builder, and custom predictions, presenting business cases for adoption.
- Maintain AI governance by managing the Einstein Trust Layer, monitoring AI outputs, and educating users on responsible AI practices.
Benefits
At Summit Consulting Services, we value our employees and offer a comprehensive benefits package designed to support your professional and personal growth. Our offerings include competitive salary packages, health insurance plans, and retirement savings options. We also provide opportunities for continuous learning through training programs, certifications, and industry conferences. Our flexible work arrangements promote work-life balance, and we foster a collaborative environment that encourages innovation and knowledge sharing. Additionally, employees enjoy paid time off, performance bonuses, and recognition programs that reward excellence and dedication.
Equal Opportunity
Summit Consulting Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion
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