Deal Desk CPQ Consultant (Temporary)

Accountabilities

Test and validate CPQ functionality: Evaluate the performance and accuracy of Zuora CPQ workflows, including quote generation, pricing calculations, approval processes, and deal configurations.
Troubleshoot system issues: Identify errors, investigate workflow inconsistencies, diagnose configuration problems, and recommend corrective actions to improve system reliability and usability.
Optimize quoting processes: Assess existing CPQ workflows and identify opportunities to improve quoting accuracy, reduce manual effort, and accelerate deal execution.
Align systems with business requirements: Collaborate with Sales, Deal Desk, and other stakeholders to understand commercial needs and ensure CPQ functionality supports business objectives.
Support user acceptance testing (UAT): Plan and execute testing activities, validate expected system behavior, document test results, and communicate identified issues to the relevant teams.
Document findings and recommendations: Maintain clear records of test scenarios, defects, workflow gaps, and proposed improvements to support issue resolution and continuous optimization.
Advise on CPQ best practices: Provide practical guidance on system configuration, quoting procedures, pricing structures, approval workflows, and commercial process management.
Support deal execution: Help ensure that quoting and deal configuration processes accurately reflect commercial agreements, pricing requirements, and internal approval policies.
Collaborate across teams: Communicate effectively with sales-facing teams and technical stakeholders to resolve issues, clarify requirements, and support the implementation of process improvements.
Improve sales operations efficiency: Contribute to more consistent, scalable, and reliable CPQ processes that support revenue operations and the broader sales organization.
Requirements
Hands-on CPQ experience: Demonstrated practical experience working with Configure, Price, Quote systems, including testing, troubleshooting, configuration validation, implementation, or optimization.
Deal Desk expertise: Previous experience in a Deal Desk or sales-facing commercial operations role, with a strong understanding of quoting processes, deal structures, pricing, and approval workflows.
Commercial acumen: The ability to understand complex commercial requirements and translate them into effective CPQ workflows that support accurate quotes and efficient deal execution.
Zuora CPQ familiarity: Experience with Zuora CPQ is particularly relevant to this engagement, given the need to test and validate its functionality.
Testing and troubleshooting skills: Experience identifying system defects, validating business processes, conducting functional testing, supporting user acceptance testing, and documenting findings.
B2B SaaS experience: Experience in a business-to-business software-as-a-service environment is strongly preferred, particularly in organizations with subscription-based pricing and recurring revenue models.
Pricing and revenue operations knowledge: Familiarity with subscription pricing, quote generation, deal configurations, approval processes, and commercial workflows.
Cross-functional collaboration: Proven ability to work directly with Sales, Deal Desk, and other business stakeholders to understand requirements, resolve issues, and implement improvements.
Communication skills: Strong written and verbal communication skills, with the ability to explain technical issues, present recommendations, and translate business needs into clear action plans.
Analytical and problem-solving abilities: A structured, detail-oriented approach to investigating workflow issues, validating system behavior, and identifying opportunities for process improvement.
Adaptability and independence: The ability to work autonomously, manage priorities, and deliver results within a defined project timeline.
Contract availability: Willingness to undertake a temporary, 1099 independent contractor engagement lasting approximately three to four months.
Benefits
Fully remote work: Flexibility to work remotely from anywhere within the United States.
Short-term contract opportunity: An estimated three-to-four-month engagement with a defined project focus.
Independent contractor arrangement: A 1099 contract structure offering a project-based professional opportunity.
Collaborative work environment: The opportunity to work with Sales, Deal Desk, and cross-functional teams on practical business and technology challenges.
Professional impact: A chance to improve CPQ functionality, streamline commercial workflows, increase quoting accuracy, and strengthen sales operations.
Specialized experience: Opportunities to apply and deepen expertise in CPQ systems, subscription-based pricing, sales processes, and revenue operations.
Focused project scope: The opportunity to deliver measurable improvements within a defined timeframe.