Qualifications
Key Responsibilities
Solution Architecture & Process Design
Lead the complete Quote-to-Cash architecture and development, incorporating Salesforce CPQ, CLM, and NetSuite ERP.
Design and operationalize a touchless transaction processing model that reduces manual steps in quoting, contracting, billing, and revenue recognition.
Collaborate with Product Managers and business stakeholders to capture requirements, translating them into scalable system solutions that balance automation, control, and compliance.
Work closely with engineering teams to design, implement, and operationalize Q2C solutions.
Business Systems
Oversee system design for Salesforce CPQ, including product catalog architecture, pricing and discount rules, quote templates, and approval workflows.
Enhance quote-to-order conversion to ensure accurate data flow into downstream billing and ERP systems.
Implement governance on pricing, discounting, and quote approval thresholds to uphold margin and compliance integrity.
Partner with Quoting & RevOps teams to refine quote generation, renewals, and amendment processes.
Accelerate deal velocity by streamlining approvals, leveraging automation within Salesforce CPQ.
Integrate CLM tools (e.g., Ironclad, Conga, or DocuSign CLM) with Salesforce for automating quote-to-contract and contract-to-order workflows.
Define metadata, clause libraries, and approval pathways to enable self-service contract generation and touchless handoffs.
Ensure contract terms and deal attributes are accurately synchronized with Salesforce CPQ for precise billing and revenue recognition.
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 facilitate automated billing and journal entries.
About the job
About the Role
Join MongoDB as a Senior Staff Engineer focusing on Quote-to-Cash (QTC) operations, where you will architect, optimize, and scale our comprehensive Q2C architecture integrating Salesforce CPQ, Malbek CLM, and NetSuite ERP.
In this pivotal role, you will serve as the essential link between Sales, Legal, Finance, and IT, taking ownership of a seamless transaction process from quote and contract creation through billing, revenue recognition, and cash application.
This position demands extensive expertise in Salesforce CPQ, a solid grasp of NetSuite financial procedures, and proficiency in integrating CLM systems to deliver an automated, compliant, and auditable QTC experience.