Full-Time
CPQ Specialist
Confirmed live in the last 24 hours
Caseware
501-1,000 employees
Provides software for audit and practice management
Senior
Toronto, ON, Canada
Hybrid role requiring 3 days a week in the Toronto office.
- 6-8 years of hands-on experience with CPQ solutions, either as a CPQ consultant or in a client-side role, with exposure to large-scale global implementations.
- Salesforce CPQ Admin and Salesforce Admin certifications are mandatory.
- Advanced proficiency in Salesforce CPQ, including configuration, customization, and troubleshooting, with familiarity in integrations, workflows, and reporting within Salesforce.
- Proven experience with custom MDQ coding, creating and managing flows for multi-product and multi-currency quoting scenarios in Salesforce CPQ.
- Strong understanding of SaaS quoting processes, including ARR-based quoting and the land-and-expand funnel.
- Excellent verbal and written communication skills with the ability to make strategic recommendations to stakeholders based on Salesforce and CPQ expertise.
- A “get-things-done” approach to problem-solving, the ability to thrive in fast-moving, unstructured environments, and a bias towards action in all situations.
- Demonstrated ability to bring structure to ambiguous areas of opportunity and work effectively under tight timelines.
- Lead and manage the implementation and configuration of Salesforce CPQ for global commercial teams.
- Collaborate with cross-functional teams, including Sales, IT, and Finance, to streamline and automate quoting processes, improving operational efficiency.
- Design and implement custom CPQ solutions to meet complex business requirements, ensuring scalability and efficiency.
- Work closely with the Global Commercial team to gather requirements, prioritize initiatives, execute sprints, and communicate new enhancements to stakeholders.
- Provide guidance on pricing, quoting, and discounting best practices, aligned with SaaS industry standards.
- Configure advanced CPQ workflows, product rules, pricing logic, and quote templates to align with company policies and objectives.
- Develop custom MDQ (Multi-Dimensional Quoting) coding and flows to support multi-product and multi-currency quoting scenarios.
- Assist with data migration, integration with licensing systems, and troubleshooting CPQ-related issues.
- Ensure proper training and ongoing support for end-users, including sales representatives, to maximize CPQ adoption and effectiveness.
- Stay up-to-date with Salesforce CPQ updates and industry trends, ensuring best practices are followed and the system continuously evolves.
Caseware provides software solutions focused on audit, assurance, and practice management, primarily for the financial and accounting sectors. Its main product, Caseware Cloud, is a cloud-based platform that enables firms to securely store files, collaborate effectively, and manage their operations efficiently. This platform organizes data, making it easily accessible and simplifying the audit process. Unlike many competitors, Caseware operates on a subscription model, ensuring clients receive continuous updates and support. The company's goal is to help clients gain deeper insights and operate more efficiently, ultimately driving success for both the clients and Caseware itself.
Company Stage
Growth Equity (Venture Capital)
Total Funding
N/A
Headquarters
Toronto, Canada
Founded
1988
Simplify's Take
What believers are saying
- Growing demand for cloud solutions boosts Caseware's market potential.
- Partnerships with Validis and Xero enhance data management and market reach.
- Increased tech investments in accounting firms align with Caseware's offerings.
What critics are saying
- Integration of LeaseJava may face operational challenges with existing systems.
- Data privacy risks arise from the Validis partnership's data processes.
- Resistance to AI tools like AiDA may slow market adoption.
What makes Caseware unique
- Caseware offers cloud-based solutions for audit and financial reporting processes.
- The company integrates AI-driven tools like AiDA to enhance auditing efficiency.
- Caseware's acquisition of LeaseJava expands its lease management capabilities.
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Benefits
Hybrid Work Options
Flexible Work Hours