Senior Staff Engineer, Quote-to-Cash

About the role

We're looking for a Sr Staff Engineer, Quote-to-Cash (QTC) to design, optimize, and scale our end-to-end Q2C architecture across Salesforce CPQ, Malbek CLM, and NetSuite ERP. You will be the functional and technical bridge between Sales, Legal, Finance, and IT, owning the design of a touchless transaction flow - from quote and contract creation to billing, revenue recognition, and cash application. This role requires deep expertise in Salesforce CPQ, a strong understanding of NetSuite financial processes & Provisioning automations and proven experience integrating CLM systems to create an automated, compliant, and auditable QTC experience.

Responsibilities

• Solution Architecture & Process Design
• Own the end-to-end Quote-to-Cash architecture & development spanning Salesforce CPQ, CLM, and NetSuite ERP
• Design and implement a touchless transaction processing model, minimizing manual steps across quoting, contracting, billing, and revenue recognition
• Collaborate with Product managers and business stakeholders to gather requirements and translate them into scalable system solutions that balance automation, control, and compliance
• Work closely with the engineering teams to design, implement and operationalize the Q2C Solutions
• Business Systems
• Lead system design for Salesforce CPQ, including product catalog architecture, pricing and discount rules, quote templates, and approval workflows
• Optimize quote-to-order conversion ensuring accurate data flow into downstream billing and ERP systems
• Implement governance on pricing, discounting, and quote approval thresholds to maintain margin and compliance integrity
• Partnering with Quoting & RevOps s to streamline quote generation, renewals, and amendment flows
• Improve deal velocity by streamlining approvals, leveraging A in Salesforce CPQ
• Integrate CLM (e.g., Ironclad, Conga, or DocuSign CLM) with Salesforce to automate quote-to-contract and contract-to-order workflows
• Define metadata, clause libraries, and approval paths that enable self-service contract generation and touchless handoffs
• Ensure contract terms and deal attributes are accurately synchronized with Salesforce CPQ for accurate billing and revenue recognition downstream
• Design and govern integrations between Salesforce and NetSuite for order management, invoicing, and revenue recognition
• Define mappings between CPQ orders and NetSuite Sales Orders to support automated billing and journal entries
• Ensure strong data integrity, reconciliation processes, and audit readiness across CRM and ERP
• Design and oversee integrations using iPass tools such as Celigo, Workato, Boomi, or MuleSoft to ensure reliable and auditable data exchange across systems
• Implement event-based or API-driven integration patterns to support near real-time synchronization
• Establish monitoring, error handling, and reconciliation frameworks for transaction-level traceability
• Maintain architectural documentation, system diagrams, and process maps
• Ensure all solution designs adhere to SOX, data governance, and security compliance standards
• Identify and drive reduction of technical debt and manual touchpoints in the QTC ecosystem

Requirements

• Required
• 10+ years of experience in QTC or Finance Systems Architecture, with a focus on Salesforce CPQ and NetSuite ERP
• Proven experience integrating CLM platforms (Ironclad, DocuSign, or Conga) with Salesforce
• Accelerate the development lifecycle by utilizing AI for daily tasks, including coding, testing, and debugging
• Proven experience in automating end to end Touchless transactions across Q2C platforms using tools like Klarity and UiPath
• Deep understanding of Quote-to-Cash business processes - including quoting, ordering, billing, provisioning and revenue recognition
• Strong working knowledge of Salesforce data model, CPQ configuration (pricing rules, product bundles, approval chains), and NetSuite transaction workflows
• Experience with integration middleware (Celigo, Boomi, MuleSoft, Workato) and API design
• Exceptional analytical and problem-solving skills with a hands-on approach to system design and delivery
• Preferred
• Deep experience in SaaS or subscription-based business models with recurring or usage-based revenue
• Exposure to Salesforce Billing or external billing tools integrated with NetSuite
• Prior experience designing touchless QTC flows in a SOX-compliant environment
• Success in this Role Looks Like
• Deals progress from quote → contract → order → invoice → revenue with minimal manual intervention
• Salesforce, CLM, and NetSuite operate as a cohesive ecosystem, with synchronized data and clear ownership boundaries
• Finance and Sales teams have trust in system-driven accuracy - reducing close timelines and manual reconciliations
• You're recognized as the go-to solution architect for all Quote-to-Cash initiatives
• Why Join Us
• You'll be at the heart of modernizing how we recognize and grow revenue - architecting a frictionless, automated, and

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