Salesforce Data Architect, Revenue Solutions

Data Architect – Revenue Solutions (Salesforce CPQ & Billing)

As a Data Architect – Revenue Solutions, you will lead the design and execution of complex data migration initiatives that support Salesforce Revenue Cloud implementations, with a particular focus on Salesforce CPQ and Billing. You will serve as a strategic advisor and hands-on expert in migrating product catalogs, pricing structures, contracts, subscriptions, billing transactions, and quote-to-cash data from source systems into Salesforce.

You will collaborate directly with clients, solution architects, and technical teams to deliver scalable, high-quality data architecture and migration frameworks aligned with revenue transformation goals.

Key Responsibilities

Lead CPQ & Revenue Data Migrations

• Own the data strategy for migrating core revenue entities including products, price books, quotes, quote line items, contracts, subscriptions, amendments, and invoice records.
• Develop migration blueprints that support Salesforce CPQ and Billing data models, including multi-currency, multi-org, and tax configuration considerations.
• Partner with functional teams to ensure accurate configuration of product bundles, pricing rules, and approval processes are reflected in data loads.

Data Architecture & Mapping

• Define and document end-to-end data architecture, field mappings, and transformation logic across legacy ERP, CPQ tools, billing systems, and Salesforce.
• Design flexible, reusable migration frameworks to accommodate ongoing data loads (delta or phased) across environments.
• Ensure data migration aligns with Salesforce Revenue Cloud metadata structure and dependencies.

Execution & Quality Control

• Build and execute SQL-based data extraction and transformation scripts using Microsoft SQL Server, DBAmp, or equivalent tools.
• Perform iterative test loads to sandboxes and production environments, ensuring data quality and reconciliation with legacy systems.
• Validate bundle integrity, pricing calculations, and downstream impacts on revenue recognition and reporting.

Customer & Stakeholder Management

• Conduct data migration discovery sessions and workshops with customers to refine scope and identify risks early.
• Provide regular migration progress updates, issue logs, and cutover plans to project stakeholders.
• Create a seamless customer experience through thorough documentation, testing, and enablement support.

Cross-Team Collaboration

• Work closely with Salesforce Solution Architects, RevOps leaders, developers, and QA teams to ensure data integrity throughout the Quote-to-Cash lifecycle.
• Contribute to standardization of data migration best practices, templates, and accelerators for Revenue Cloud engagements.

Required Qualifications

• 5+ years of experience in data architecture and migration, with a focus on revenue operations and Quote-to-Cash processes
• Deep knowledge of Salesforce Revenue Cloud, specifically Salesforce CPQ and Billing
• Experience with migrating:
  • Product catalogs (bundles, rules, attributes)
  • Quotes, quote line items, contracts, and subscriptions
  • Billing transactions, credit memos, payments, and amendments
• Strong proficiency in SQL (joins, CTEs, window functions, transformations)
• Experience using tools like DBAmp, Dataloader, and Pentaho
• Hands-on experience integrating Salesforce with external ERP and billing platforms (e.g., NetSuite, SAP, Oracle, Zuora, Intacct)
• Salesforce CPQ Specialist and Platform Developer II certifications (required)

Preferred Qualifications

• Additional Salesforce certifications: Admin, App Builder, Platform Developer I
• Familiarity with revenue recognition rules and compliance considerations
• Experience working in Agile environments using Jira, Confluence, GitHub, and LucidChart
• Experience with complex orgs including multi-currency, multi-language, and multi-entity setups
• Background in Revenue Operations (RevOps) or finance system architecture is a strong plus