Director – Salesforce CPQ and Post Sales Technology
Posted on 8/25/2023

5,001-10,000 employees

Modern, general-purpose database platform
Company Overview
MongoDB empowers innovators to create, transform, and disrupt industries by unleashing the power of software and data
Data & Analytics

Company Stage

Series F

Total Funding





New York, New York

Growth & Insights

6 month growth


1 year growth


2 year growth

Remote in USA • New York, NY, USA
Experience Level
Desired Skills
Sales & Account Management
  • A seasoned domain expert with a strong customer focus, capable of leading CPQ, Professional Services, Customer Support, and Customer Success integrations with CRM in a fast-paced collaborative environment
  • Possesses at least 10 years of experience in the Salesforce ecosystem, with a track record of successfully leading and implementing CPQ initiatives for at least 2 years
  • 3+ years of direct people management experience
  • Proficient in Post Sales tools such as Financialforce, Conga, Adobe/Docusign, Gainsight, and Service Cloud integrations
  • Demonstrates the ability to interact professionally and effectively with diverse functional and technical teams, as well as business leaders
  • Exhibits strong problem-solving and critical thinking skills, along with technical acumen and excellent communication abilities, capable of clearly articulating complex ideas
  • Familiarity with Agile methodologies and experience in implementing Agile practices
  • In 3 months you will have a deep understanding of your team, the value proposition to the company, and a roadmap for the next 12 months
  • In 6 months you will have built-out key initial processes and cemented strong working relationships with your key partners across the business
  • In 12 months, implemented key features and operational processes for scale, you will have cemented the foundation to significantly grow the CPQ and Post Sales team over the next several years
  • Take ownership of the overall CPQ product solution design, formulating effective strategies, and ensuring the full utilization of features to meet product solutions and support business needs
  • Create and maintain CPQ playbook and end state vision. Mentor and train the team with a clear execution plan to build features for the long term scalability of the product
  • Understand business requirements thoroughly and manage the Post Sales integrations between CRM and Customer Support, Professional Services and Customer Success, aligning it with the organization's priorities
  • Lead the integration framework with the customer support team, ensuring seamless engagement between overlapping areas of Sales and Service Cloud
  • Take charge of the Financialforce roadmap implementation, monetization-related changes, and the revenue recognition framework
  • Provide technical leadership to build trust with stakeholders, delivering consistent and high-quality outcomes
  • Lead a team of Product Managers, Business Analysts, and Engineering Managers, fostering a collaborative and motivated environment
  • Define and establish measurable success criteria for your product capability, ensuring these measures are visible and accessible to stakeholders
  • Act as a guide and mentor to other members of the CPQ and Post Sales teams, helping them develop their skills and contribute effectively to the organization's success
Desired Qualifications
  • Previous experience working in a SaaS company with recurring revenue models, and exposure to Consumption-based revenue models is a plus