Palo Alto Lead Business Systems Quoting 

India, Karnataka, Bengaluru 

524981114

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

The Sales Operations Business Systems Lead, Quoting will be responsible for gathering requirements, designing, testing, and implementing Quote-to-Cash applications at scale and will be a crucial contributor to a large-scale quote to cash project. The individual will interface with the business to ensure timely and effective delivery of solutions to meet the business requirements and also provide day-to-day Admin support.

This is a highly visible techno-functional project supporting our CPQ process for all transaction types. The individual will be responsible for identifying and implementing process improvements in the Quote-to-Cash domain. Previous hands-on experience in Salesforce CPQ and Lightning will be key to success in this role.

Your Impact

• Work closely with the Sales and Renewals teams to identify, recommend, implement, and support the sales and quoting process.

• Work closely with internal stakeholders to scope the requirements, develop, design, and implement solutions for Sales & SalesOps, Channels, Finance, OrderOps, and the Customer Success team

• Responsible for building and demonstrating CPQ prototypes in Salesforce.

• Act as a single point of contact for the business regarding all Salesforce CPQ related processes.

• Responsible for Architecture and implementing Product Configuration, Product Attribute-Based Dynamic Pricing, and advanced approval configurations using CPQ Price Rules, Product Rules, Option Constraints, Configuration Attributes, Summary Variables.

• Working with product managers contributing to future enhancements which involves building complex bundle structures with Dynamic Pricing which will help in Customer satisfaction.

• Will be responsible for CPQ architecture for optimized performance from Quote creation to the

• Order fulfillment process.

• Assist the team with regression, UAT, and system integration testing for existing and new CPQ process (Steelbrick)

• Facilitate and actively participate in all phases of the business process enablement life cycle of Salesforce CPQ platform.

Your Experience

• Extensive knowledge of Quote-to-Cash processes: Over 8 years of hands-on experience managing end-to-end quote-to-cash (QTC) workflows, including quoting, pricing, contracting, billing, and revenue recognition, ensuring streamlined sales operations and compliance.

• Salesforce and CPQ expertise: Strong understanding of Salesforce CRM and CPQ functionalities, with clear knowledge of platform capabilities and limitations, enabling the design of scalable solutions while ensuring alignment with business requirements.

• Rules configuration and governance: Proficient in creating and managing product rules, price rules, and approval rules to ensure accurate quoting, consistent pricing, and compliance with organizational policies.

• Contract and subscription management: Experienced in handling contract lifecycle management and subscription-based business models, including renewals, amendments, cancellations, and complex subscription billing scenarios.

• Testing and quality assurance: Adept at executing regression testing, user acceptance testing (UAT), and system integration testing to validate system functionality, minimize defects, and ensure smooth system rollouts.

• Process documentation and enablement: Skilled in developing comprehensive process documentation, training materials, and enablement resources to support user adoption, operational efficiency, and ongoing system improvements.

• Tools proficiency: Hands-on experience with tools such as JIRA (for project and issue tracking), ServiceNow (for ITSM and workflow management), Salesforce (for CRM and CPQ operations), and Logik (for automation and configuration management).

Bachelor’s Degree in Information Technology and above.

All your information will be kept confidential according to EEO guidelines.