Salesforce CPQ

We are looking for a highly experienced Senior Salesforce Consultant / Salesforce Architect with strong expertise in Salesforce architecture, solution design, enterprise discovery, platform assessment, data analysis, integrations, and business process transformation.

The consultant will bring deep Salesforce platform expertise to the discovery and transformation team, supporting requirements gathering, assessment of existing Salesforce environments, data and process analysis, platform rationalization, and evaluation of Salesforce as a potential target platform.

The ideal candidate should be comfortable engaging with both business and technical stakeholders and translating complex business requirements into practical Salesforce capabilities and target-state solutions.

Job Description

We are seeking an experienced Senior Salesforce Architect with 8+ years of experience to lead Salesforce architecture, solution design, and enterprise integrations. The ideal candidate will have strong expertise in Sales Cloud, Salesforce CPQ, quote-to-cash processes, and professional services operations.

Key Responsibilities

• Own Salesforce solution architecture, scalability, security, and platform governance.
• Lead solution design across Sales Cloud, Certinia PSA, and quote-to-cash processes.
• Architect integrations with NetSuite, MuleSoft, Workday, and other enterprise platforms.
• Define data models, integration patterns, automation, and technical best practices.
• Provide technical leadership to developers, administrators, and integration teams.
• Collaborate with business stakeholders to translate requirements into scalable solutions.

Required Skills

• 8+ years of Salesforce experience, including architecture responsibilities.
• Experience with large-scale Salesforce implementations.
• Strong expertise in Sales Cloud, Salesforce CPQ, and quote-to-cash.
• Hands-on knowledge of Apex, SOQL, Flow, LWC, Salesforce APIs, and Platform Events.
• Strong understanding of enterprise integrations, middleware, data architecture, and security.
• Excellent problem-solving, communication, and stakeholder management skills.

Preferred Qualifications

• Experience with Certinia PSA (FinancialForce).
• Familiarity with NetSuite, MuleSoft, and Workday.
• Experience in professional services or consulting environments.
• Salesforce Architect certifications.

Role Overview

We're looking for a Salesforce Consultant to audit an existing Salesforce setup, identify gaps, and design a rebuilt architecture to support lead management, sales automation, and CDP integration — ahead of two major product launches.

Key Responsibilities

• Audit the current Salesforce org: data structure, user roles, permissions, and existing automations (or lack of them)
• Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels (Meta, Google, website, walk-ins/experience center)
• Set up proper user access controls and role-based permissions (fixing shared-login/security gaps)
• Design and implement email automation and lead nurturing workflows
• Evaluate and recommend integration with a CDP (Customer Data Platform) to unify lead data across sources
• Advise on Salesforce licensing needs based on the rebuilt scope
• Support end-to-end lead lifecycle tracking — from lead generation through to booking/conversion
• Work in a sandbox/staging environment before deploying changes to production
• Collaborate with internal stakeholders and prior Salesforce implementers to understand system history before rebuilding
• Provide a scope of work and implementation roadmap with realistic timelines

Required Skills & Experience

• 4+ years hands-on Salesforce experience (Sales Cloud required; Marketing Cloud/CDP experience preferred)
• Experience auditing and re-architecting legacy/poorly maintained Salesforce orgs
• Strong understanding of lead lifecycle management and CRM-to-sales handoff processes
• Experience with marketing automation tools and integrations (Meta/Google Ads lead data, email automation)
• Salesforce certifications preferred (Administrator, Sales Cloud Consultant, or similar)
• Experience with CDP tools and data unification is a plus
• Ability to work on tight timelines against real business deadlines (e.g., product launches)

🚨 Hiring: Salesforce Developer | 6+ Years Experience

We are looking for an experienced Salesforce Developer to join our team in Noida.

📍 Location: Noida – Onsite

💼 Experience: 6 to 9 Years

⏳ Notice Period: Immediate to 30 Days

Key Skills & Responsibilities-

Strong experience in Salesforce Development, Apex, LWC, SQL & Lightning

Hands-on experience with Salesforce integrations

Strong client handling & stakeholder management skills

Experience in team leadership & mentoring

Good communication, problem-solving & requirement-gathering skills

Experience in solution design, development & deployment

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With 23,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters who doers, thinkers, and collaborators are who embrace and live by our values:

Invested Relationships

Fiscal Prudence

Candid Conversations

ABOUT EGNYTE

Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 23,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere.

ABOUT THE ROLE

The Salesforce Administration team enables Egnyte by automating business processes, integrating sales and marketing tools, and maintaining Salesforce data integrity. We partner with Sales Operations to equip sales teams for effective prospecting and quoting, and with Finance to ensure accurate billing for customers and partners.

This role sits at the Finance end of that partnership. We run a ~900-user Salesforce org with Salesforce CPQ and Salesforce Billing at the center of quote-to-cash, integrated with NetSuite and a broader GTM stack. We are hiring someone who owns the Billing side of that stack end to end.

WHAT YOU’LL DO: 

Own Salesforce Billing (primary focus, ~60% of the role) 

• Serve as the subject matter expert for Salesforce Billing (blng) — invoice generation and scheduling, invoice runs, credit and debit notes, payments and payment allocation, refunds, and revenue schedules.
• Configure and maintain billing rules, tax rules, revenue recognition rules, finance books, finance periods, and legal entities; diagnose why an invoice line posted the way it did and correct it at the source.
• Run and troubleshoot scheduled billing and payment jobs; investigate failed or stuck invoice runs, unbilled order products, and proration or co-term discrepancies.
• Own billing reconciliation between Salesforce and NetSuite — investigate sync failures, mismatched amounts, and duplicate or orphaned records, and drive them to resolution with Finance.
• Support month-end and quarter-end close: period locks, cutoff issues, aging and deferred revenue reporting, and the ad hoc "why doesn't this tie out" questions that arrive at 6pm on the last day of the quarter.
• Partner with Finance and Revenue Accounting on audit requests, controls, and evidence for SOX-style reviews.

Support CPQ and the upstream quote lifecycle (~25%) 

• Administer Salesforce CPQ (SBQQ): product and price book setup, price rules, product rules, discount schedules, quote templates, and Advanced Approvals (SBAA).
• Support amendments, renewals, upgrades, downgrades, and cancellations — and understand how each one lands downstream in orders, contracts, subscriptions, and invoices.
• Trace defects across the full quote → order → contract → subscription → invoice → payment chain, and identify where in that chain the problem actually originated rather than where it surfaced.

General senior administration (~15%) 

• Handle core admin work across Sales Cloud, Revenue Cloud, and managed packages: user and license management, profiles and permission sets, validation rules, Flows, reports and dashboards.
• Complete regular internal system audits and prepare the org for Salesforce seasonal releases and managed package upgrades; maintain SME-level knowledge of what each release changes for CPQ and Billing.
• Coordinate the evaluation, scoping, and delivery of new development requests, including effort estimates and impact analysis.
• Perform thorough system testing in sandboxes before promotion, following the team's change management and deployment process.
• Work with the rest of the admin team to strengthen the processes that govern administrative, development, and change management activity.

YOUR QUALIFICATIONS:

• Minimum 4 years as a Salesforce administrator, including at least 2 years of hands-on Salesforce Billing configuration and support — not just exposure through a CPQ role.
• Demonstrated ownership of end-to-end quote-to-cash: order management, invoicing, amendments, renewals, credits, payments, and billing reconciliation.
• Working knowledge of the Billing and CPQ data model (blng and SBQQ objects) and how records relate across the lifecycle.
• Familiarity with an integrated ERP, ideally NetSuite, and with the failure modes of ERP–Salesforce integrations.
• Ability to troubleshoot complex CPQ and Billing issues while protecting data integrity, and to work effectively with Finance, Sales Operations, and other cross-functional partners.
• Proven ability to meet deadlines, prioritize competing requests, and manage laterally and upward.
• Ability to communicate clearly at all levels of the organization, to reconcile conflicting information from multiple sources, and to distinguish what a user asked for from what they actually need.
• Creative and analytical mindset with strong problem-solving skills. 

Preferred 

• Salesforce Certified Administrator and Salesforce CPQ Specialist; Revenue Cloud Consultant or Billing-specific credentials are a strong plus.
• Experience with subscription and usage-based billing models in a SaaS business.
• Exposure to tax engines (e.g., Avalara), payment gateways, and dunning or collections processes.
• Experience with middleware such as Boomi or Celigo.
• Experience supporting partner, reseller, or multi-entity billing.
• Familiarity with Salesforce's Revenue Cloud roadmap and what a move off legacy CPQ would involve.

BENEFITS

·      Competitive salaries

·      Medical insurance and healthcare benefits for you and your family

·      Fully paid premiums for life insurance

·      Flexible hours and PTO

·      Gym reimbursement

·      Childcare reimbursement

·      Group term life insurance

EQUAL EMPLOYMENT OPPORTUNITY

At Egnyte, we celebrate our unique differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

Egnyte will not allow any form of retaliation against employees who raise issues of equal employment opportunity. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.