If you've modeled complex fee structures down to the determinant level and want to design the right model rather than patch an inherited one, this will be a great role for you. WHAT YOU’LL DO End-to-end process design - Document the Lead-to-Cash process for new-logo and fund administration expansion deals, stage by stage, from demand capture to revenue recognition - Define the target process, the system of record for each stage, and the hand-off rules between stages Lead, account & opportunity model - Define requirements for lead-to-account matching, routing to existing account owners, and opportunity creation in Salesforce - Design how expansion opportunities are created and forecast, including by Fund Administration account managers - Define how a deal is represented from quote through order, provisioning, invoice, and revenue, including the customer hierarchy (account, platform workspace, fund, entity) Commercial model & CPQ - Design an attribute-based product catalog and pricing model for software and fund administration services - Define billing determinants for asset-based, entity-based, and activity-based fees, including where each value is sourced and how it is validated - Define lifecycle events (start, amendment, escalation, suspension, termination) and decide which should be automated - Write the requirements and acceptance criteria the CPQ implementation is built and tested against Build & configure - Configure and build simple-to-medium-complexity changes yourself in Salesforce and the CPQ: objects and fields, Flows, validation rules, page layouts, permission sets, reports and dashboards, and CPQ products, price rules, product rules, and approval rules - Prototype solutions in a sandbox to validate requirements with stakeholders before they're finalized - Hand off more complex work, such as Apex, integrations, and large data migrations, to our engineers with clear technical designs, and review what they build - Ship your changes through our release process, with sandbox testing, peer review, version control, and documentation, so every change to financial and customer data stays auditable Contract to cash - Define the data exchange between the CPQ and Ironclad, so signed terms, including uplifts, become the contract of record - Specify booking, onboarding, and billing triggers, and the subscription hand-off into Zone Billing and NetSuite, working with our Integrations Engineers - Partner with Revenue Accounting so every design supports ASC 606 and SOX control requirements Data, testing & governance - Work with our Analytics Engineers so ARR and other key metrics can be computed from system data - Design and lead UAT, and own the data mapping for migrating live subscriptions - Own the commercial model's documentation and change process after go-live What success looks like - First 90 days: a documented end-to-end process for both motions, and a first draft of the target commercial model and customer hierarchy, reviewed with Sales, Finance, and Fund Administration leaders; your first Salesforce configuration changes shipped to production - Within 6 months: an approved catalog, entity model, and acceptance criteria that the CPQ and integration builds are running against - Within 12 months: every live subscription represented in the new model at the entity level, with billing determinants and signed terms flowing between systems without re-keying QUALIFICATIONS Required Qualifications - 7+ years as a business systems analyst, solution architect, or functional consultant, including at least 4 years on lead-to-cash, quote-to-cash, or order-to-cash systems - Requirements experience across several Lead-to-Cash stages: lead management and routing, opportunity and forecasting, CPQ, contract management, billing, and revenue - Have modeled asset-based, usage-based, or other non-seat fee structures down to the billing determinant level - Deep experience designing product catalogs and pricing models in a CPQ (Salesforce CPQ or Revenue Cloud, Neu, DealHub, Conga, Zuora, or similar) - Strong working knowledge of Salesforce and Zone Billing / NetSuite data models: leads, accounts, opportunities, quotes, orders, contracts, subscriptions, invoices, and revenue arrangements - Experience with multi-entity and multi-currency billing, including FX and escalation logic - Working understanding of ASC 606 and how commercial terms drive revenue recognition - SQL fluency for profiling and reconciling data across systems - Ability to turn ambiguous processes into precise, testable specifications - Hands-on Salesforce administration and CPQ configuration: objects and fields, Flows, validation rules, page layouts, permission sets, reports, and CPQ products, bundles, price rules, product rules, and approvals - Experience shipping changes through sandboxes, version control, and a release process, with testing and documentation Preferred Qualifications - Experience with fund administration, private equity, real estate, or asset management fee structures (management fees, AUM-based pricing, entity-level fees) - Hands-on exposure to Marketo, Ironclad, Zone Billing, or Workato - Experience using AI tools (e.g., Claude) in your own work, or designing processes for agentic execution - Salesforce Administrator, Platform App Builder, Salesforce CPQ, Revenue Cloud, or NetSuite certifications - Experience with Apex, Lightning Web Components, or SOQL for changes that go beyond declarative configuration COMPENSATION Compensation for this position includes a base salary, equity, and a variety of benefits.