Director, Salesforce Quote-to-Cash Advisory Services (US/Canada - Remote)

Director, Salesforce Quote-to-Cash Advisory Services

Passion Driven. Purpose Guided. Our People Make the Difference.

Why Neocol?

Neocol helps the world’s most innovative subscription companies solve their most pressing initiatives to ignite outpaced subscription performance. As the largest pure-play Salesforce Summit Partner specifically dedicated to the subscription economy, Neocol has created repeatable playbooks and assets that empower transformation at the highest level. 

Day in the Life of a “Director, Salesforce Quote-to-Cash Advisory Services” 

This role is responsible for managing and leading a team of Business Analysts providing Salesforce Quote-to-Cash Advisory and implementation services. Drive growth within the practice by providing business leadership on multiple engagements and help refine the vision for the practice as it relates to methodology and skill development. This role will review and analyze business processes, services and information needs with a view to implementing change management initiatives to improve the user experience and increase productivity. This role will oversee the Salesforce Functional project team, will be adaptable and embrace change, as well as having a competent functional  understanding so that you are able to support the team and platform. 

• Quote-to-Cash functional expert with Salesforce CPQ or Revenue Cloud experience
• Lead Discovery and requirements refinement workshops and sessions to uncover customers’ business, functional, and technological requirements
• Synthesize requirements to create clear and comprehensive user stories and solution design documentation
• Perform fit-gap analysis between Salesforce functionality and client requirements
• Produce functional and system design documentation
• Create test scenarios for applications and enhancements, ensuring functional requirements are met
• Facilitate testing of new Salesforce functionality rollouts
• Develop complex reports and dashboards to support the delivery of business key metrics
• Identify and develop super user knowledge and capabilities across the business
• Extensive experience in process mapping and specification documentation
• Experience facilitating workshops and discussion sessions
• Experience in developing, implementing and maintaining system processes and procedures
• Experience in creating business cases for technology-related solutions
• Excellent communication and interpersonal skills
• High level problem solving and analytical skills
• Active listener with the ability to think strategically, solve problems and negotiate
• Strong ability to engage and influence stakeholders, at all levels across the business
• Ability to build and maintain effective working relationships with stakeholders
• Superior organization skills including outstanding accuracy and attention to detail
• Excellent time management skills and ability to prioritize tasks, use initiative and be self-directed to meet deadlines
• Coach and mentor team members, helping them grow professionally and achieve their goals
• Provide regular and actionable feedback during 1:1s and quarterly check-ins to support continuous improvement

Our Core Values in Action

• Collaboration: Across all key stakeholders (employees, partners, customers), it is essential that we work together, as a team, to drive value in every interaction and implementation
• Creativity: We enjoy getting creative in the way we solution with our customers, work with our teammates, and drive value with our partners
• Trust: It is important that Neocol operate in a fun, open, and ethical environment. Trust is key to our culture
• Ownership: We are an environment focused on results and each individual has critical metrics that they are responsible for in order to help our customers and our organization
• Passionate: Care about what you do, why you do it, and the impact that it has our customers, employees, and partners

Required Qualifications

• Minimum of one Salesforce certification. Salesforce Certified Administrator (ADM201) preferred
• 10+ years of experience with Salesforce setup and configuration
• 10+ years business analyst or equivalent experience
• 5+ years of experience working for a Salesforce Partner or equivalent
• Experience with a minimum of 5 end-to-end implementations (from driving requirement workshops, handholding development teams, supporting testing and cutover to production)

Preferred Qualifications

• Preferred knowledge of the full SDLC
• Proficient MS Excel, Word, PowerPoint and Visio user
• Experience in working with CPQ, Sales Cloud, Service Cloud, and/or Experience Cloud preferred

A Foundation Built on a Solid Culture

• Ladies+ League
• DE&I Committee
• Neocol Cares
• Mentorship Opportunities:
• Neocol North Star Program
• Neocol Navigate Program

Compensation is More than Salary

• Fully remote workforce ensures that you have the tools you need to successfully perform your job and create a proper balance of work and personal life
• Employer match 401(k) plan
• Medical, vision & dental benefit offerings
• Adoption Assistance Program 
• Flexible PTO

Please note:

Neocol is an equal opportunity employer. Neocol does not discriminate against any employee or applicant because of race, religion, sex, sexual orientation, age, national origin, ancestry, disability, arrest or conviction record, marital status, military service or any other characteristic protected by applicable local, state or federal law and reasonably accommodates applicants and employees as required by a