Contractor: Salesforce CPQ Developer Specialist

Description

Contractor: Salesforce CPQ Developer Specialist

Contract Details

• Location: Remote (Canada ONLY)
• Contract Duration: 12 months (July 1 2025 – June 30 2026)
• Annual Salary: $123,525 CAD
• Hourly: $59.41 CAD/hr

About Point‑of‑Rental

• Point‑of‑Rental is a leading provider of rental management software designed to help rental businesses streamline operations, manage inventory, and deliver exceptional customer experiences. Our mission is to empower rental companies with innovative solutions that optimize efficiency and improve customer satisfaction. We value collaboration, transparency, and continuous learning, and we offer a dynamic, inclusive work environment for all team members, including contractors.

Important Information for Applicants

• Independent Contractor status: You must be authorized to work in Canada as a sole proprietor or registered business entity.
• No employee benefits (e.g., health insurance, paid time off) or employer tax contributions will be provided.
• Full autonomy over your work schedule, methods, and deliverables, consistent with contractor status.
• Own equipment required for all work‑related tasks.

Role Overview

• Point‑of‑Rental already has a robust Salesforce CPQ implementation in production. We now need a dedicated CPQ Developer Specialist to design and build major enhancements—including contract consolidation (with grandfathered discounts), advanced churn tracking, dynamic approval flows tied to Cost of Goods Sold (COGS), Multi‑Dimensional Quoting (MDQ) modifications, custom quote document creation, and additional high‑impact features—without handling stakeholder interviews or functional gathering. Your focus will be purely technical: extending, customizing, and optimizing our live CPQ solution to meet evolving business needs.

Responsibilities

CPQ Enhancement & Customization

• Contract Consolidation & Repaper:
• Design and implement contract consolidation logic within CPQ that via full automation:
• Merges multiple subscriptions or rental contracts into a single quote/order where applicable.
• Leverages custom system data to “re‑paper” and re‑contract all customers onto new SKUs.
• Calculates a grandfather discount by normalizing existing contract values, applying an agreed‑upon uplift percentage, and ensuring the resulting quote reflects the adjusted pricing.
• Calculates proper Annual Contract Value (ACV) of the uplift for compensation after early renewal.
• Terminates legacy contracts after early renewal to avoid overlap.
• Advanced Churn Tracking:
• Build advanced churn‑tracking mechanisms: custom fields, formula fields, and Apex triggers to flag churn risk, calculate churn metrics, and feed churn data into reporting dashboards.
• Dynamic Approval Flows:
• Develop additional approval flows (using CPQ’s Advanced Approvals) that trigger based on COGS thresholds, margin rules, or other financial criteria. Extend the framework to support multi‑level and conditional escalation paths.
• Renewal & Amendment Processes:
• Enhance Renewal & Amendment processes to correctly handle split renewals, mid‑term amendments, partial cancellations, and consolidated contracts.
• Modify automation for accurate MDQ renewals:
• Update custom Apex or flow logic to ensure Multi‑Dimensional Quote records carry forward properly at renewal time.
• Adjust Renewal Schedules and Renewal Quote creation routines so that MDQ line items (e.g., multiple dimensions such as term, quantity, and region) are accurately recalculated rather than flattened.
• Incorporate “term‑proration” logic that respects MDQ tiers—ensuring prorated amounts for early renewals or mid‑term changes.

Complex Pricing Strategies & Price Rules:

• Create or adjust CPQ formula fields, Price Rules, Price Conditions, and Price Actions to support new pricing strategies (e.g., tiered pricing, usage‑based fees, cost‑plus calculations).
• Extensive knowledge of complicated price rules:
• Author and optimize multi‑step Price Rules that reference custom objects, formula functions, and dependent lookup fields.
• Implement advanced discounting logic—stacked discounts, thresholds, and conditional messages—using CPQ’s native Price Rule engine.
• Troubleshoot and debug performance issues with large Price Condition datasets and ensure efficient Rule evaluations.
• Incorporate “retirement logic” for phased‑out products, ensuring Price Rules gracefully revert to legacy rates when customers have mixed product portfolios.

Multi‑Dimensional Quoting (MDQ):

• Implement and customize MDQ bundles: set up dimensions (e.g., term, quantity, region) as separate dimensions in the MDQ package.
• Configure MDQ bundles so that sales reps can configure quotes by selecting dimension values (for example, “12 months at rate X 12-24 months at rate y with user increase) and have CPQ calculate the correct net price based on dimension‑specific price matrices.
• Adjust MDQ Price Matrices so that any CPQ automation (approval rules, renewal schedules) references dimension values properly—preventing data loss when MDQ bundles are split during amendments or renewals.
• Troubleshoot MDQ‑specific issues (e.g., incorrect net price due to dimension misalignment) and optimize matrix lookups to minimize latency.
• Ensure that when MDQ bundles renew, the system automatically regenerates correct line items with identical dimensions, uplift multipliers, and grandfathered discounts.
• Provide technical guidance on best practices for maintaining and scaling MDQ implementations as the product catalog grows.

Custom Quote Document Generation:

• Develop or modify Quote Templates using HTML, CSS, and CPQ’s Template Language (e.g., SBQQ:QuoteTemplate fields, merge syntax) to produce highly branded, dynamic, and data‑rich documents.
• Incorporate dynamic sections (e.g., “Equipment Summary,” “Service Add‑ons,” “Legal Terms”) that render conditionally based on quote line attributes.
• Embed tables, charts, and images (logos, product diagrams) in generated PDFs via CPQ’s document engine or third‑party libraries
• Ensure custom templates support multilingual output and multiple currencies.
• Provide ongoing support for template versioning: checking new Salesforce CPQ releases for breaking changes to merge fields, adjusting CSS to maintain consistent styling across devices.

Custom Quote Line Editor (QLE) LWC Components:

• Implement custom Lightning Web Components (LWC) in the QLE that display additional data (COGS, churn indicators, consolidated contract details). Create interactive fields—e.g., “Explain Churn Score” tooltips, “Show COGS Breakdown” expandable sections—using LWC and SLDS (Salesforce Lightning Design System).

Custom Development & Integration

• Write Apex classes and Triggers (e.g., on SBQQ__Quote__c, SBQQ__QuoteLine__c) to enforce complex business logic—such as preventing quote save if consolidated contract rules aren’t satisfied.
• Build and maintain integrations between Salesforce CPQ and external systems (ERP, billing, finance) to exchange contract data, churn metrics, and COGS via REST/SOAP APIs or middleware (e.g., Tray.ai, MuleSoft).
• Manage data migrations or ETL processes (Data Loader, custom scripts) as needed to backfill churn data or COGS fields into CPQ objects.
• Implement batch Apex or scheduled jobs to recalculate churn metrics nightly, update related records, and ensure reporting accuracy.
• Ensure all code is covered by unit tests (Apex test classes) and that overall code coverage stays above 75%.
• Salesforce Billing / Community Portal Implementation: Design, build, and maintain Billing and Community portal experiences using Salesforce Revenue Cloud and Experience Cloud. Configure customer self-service billing interfaces for invoice review, payment processing, subscription management, and billing inquiries.
• Licensing Automation via Portal APIs: Develop and maintain API integrations that automate system licensing for cloud applications based on customer actions in the billing or community portal. Implement middleware or Apex REST services to provision, activate, or deactivate licenses in external systems when customers purchase or modify subscriptions.

Documentation & Best Practices

• Produce and maintain technical documentation for all enhancements (Apex class descriptions, CPQ configuration changes, custom metadata records, and deployment steps).
• Follow Salesforce CPQ best practices for packaging, version control (Salesforce DX or unlocked packages), and change management.
• Stay current with new Salesforce CPQ releases—propose and implement continuous improvements leveraging new features (e.g., SAP Connector, newer approval options).

Qualifications

 Required:

• Minimum 3+ years’ hands‑on experience as a Salesforce CPQ Developer, with a proven record of building significant CPQ customizations on a live production implementation.
• Salesforce Certified CPQ Specialist certification (or equivalent Superbadge).
• Salesforce Certified Platform Developer I certification.
• Deep expertise in CPQ configuration and metadata (e.g., SBQQ__Product__c, SBQQ__PriceRule__c, SBQQ__ConfigurationAttribute__c, SBQQ__PriceAction__c).
• Extensive knowledge of complicated price rules:
• Author and optimize multi‑step Price Rules that reference custom objects, formula functions, and dependent lookup fields.
• Implement advanced discounting logic—stacked discounts, thresholds, and conditional messages—using CPQ’s native Price Rule engine.
• Troubleshoot and debug performance issues with large Price Condition datasets and ensure efficient Rule evaluations.
• Incorporate “retirement logic” for phased‑out products, ensuring Price Rules gracefully revert to legacy rates when customers have mixed product portfolios.
• Custom quote document experience:
• Hands‑on experience designing and maintaining CPQ Quote Templates using HTML/CSS within CPQ’s template engine.
• Proven ability to build documents that incorporate dynamic sections, embedded visuals (charts, images), and multilingual support.

Multi‑Dimensional Quoting (MDQ):

• Familiarity with CPQ’s MDQ package (formerly “Multi‑Dimensional Quoting”), including creating MDQ bundles and defining dimension configurations (e.g., term, quantity, region).
• Proven ability to modify CPQ automation (Apex, Flows) to ensure MDQ bundles renew accurately, preserving dimension attributes, pricing matrices, tier logic, and grandfathered discounts.
• Strong understanding of MDQ Price Matrix setup and lookup optimization to handle complex dimension combinations.
• Proficiency in Apex, SOQL/SOSL, and Lightning Web Components (LWC) to customize CPQ pages such as the Quote Line Editor.
• Experience building and maintaining Advanced Approvals, including multi‑level and conditional approvals.
• Strong understanding of CPQ Renewal & Amendment processes, contract consolidation logic, and churn‑related data modeling.
• Knowledge of CPQ Order Management or Billing (Salesforce Revenue Cloud).
• Proven ability to integrate Salesforce CPQ with external finance/ERP systems via REST/SOAP APIs or middleware.
• Experience writing comprehensive Apex unit tests and ensuring required coverage.
• Excellent debugging and governor‑limits optimization skills.
• Experience implementing Salesforce Billing portal and Experience Cloud (community) portal customizations. Knowledge of automating licensing workflows via APIs to integrate portal actions with external cloud application provisioning.

Preferred:

• Salesforce Certified Platform Developer II certification.
• Salesforce Certified Administrator and/or Advanced Administrator.
• Hands‑on experience with MuleSoft Anypoint Platform, Informatica, or similar middleware for CPQ integrations.
• Familiarity with Salesforce DX, unlocked packaging, and CI/CD pipelines (e.g., GitHub Actions, Jenkins).
• Experience with JavaScript frameworks (e.g., React, Angular) to build custom UI components in CPQ.
• Prior background in subscription‑based \ CPQ implementations.