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CPQ Specialist

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Follett Software

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Location:
United States

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Category:
IT - Software Development

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Follett is seeking a skilled and strategic CPQ & CLM Expert to own and manage the full lifecycle of our Salesforce CPQ (Configure, Price, Quote) and CLM (Contract Lifecycle Management) platforms. The CPQ Specialist will play a critical role in optimizing our sales processes across new business, renewals, and contract changes (amendments), ensuring efficient quote generation and seamless contract workflows.

Job Responsibility:

  • Own and manage the full lifecycle of our Salesforce CPQ (Configure, Price, Quote) and CLM (Contract Lifecycle Management) platforms
  • Optimize our sales processes across new business, renewals, and contract changes (amendments), ensuring efficient quote generation and seamless contract workflows
  • Partner closely with Sales, Customer Success, Legal, IT, and Finance teams to ensure the system is aligned to business processes and goals
  • Serve as subject matter expert in Quote-to-Cash products, staying current with new releases, roadmap plans, and best practices
  • Own the end-to-end administration of Salesforce CPQ
  • Build and manage CPQ elements including product bundles, pricing and product rules, quote templates, discount schedules, approval workflows, and new business / renewal workflows
  • Evaluate and continuously optimize CPQ processes to measurably reduce quote generation time and accuracy
  • Collaborate with Sales, Services and Product teams to ensure product catalog accuracy and pricing integrity
  • Work with the broader Salesforce, Sales Operations and Renewal Operations team teams to maintain CPQ documentation, training guides, and change control procedures
  • Troubleshoot and resolve CPQ/CLM platform issues to ensure accurate quoting, contracting, and system performance
  • Manage and enhance the CLM system, supporting efficient contract creation, negotiation, approvals, and renewals
  • Align with Legal and Sales Operations to streamline approval workflows and ensure compliance
  • Maintain all quote and contract templates for all new, renewal and amendment orders across all product lines in collaboration with Legal, Sales Operations and Renewal Operations
  • Collaborate with Sales, Customer Success, Legal, Finance, and IT to align technical capabilities with business goals, and ensure we are providing scalable, user-friendly solutions
  • Contribute to training and onboarding for new users on CPQ/CLM functionalities
  • collaborate with Sales Enablement and other functional business owners to promote adoption and best practices
  • Monitor system performance, proactively address issues, and ensure continuous improvement of the CPQ/CLM environment
  • Evaluate and prioritize feature requests from the various business owners within the framework of the Follett prioritization process
  • Serve as SME for system upgrades, testing, and rollouts involving CPQ and CLM tools
  • Work with Enablement teams to ensure all Sales and Customer Success team members are confident and successfully using CPQ – proactivity identifying and raising where further enablement is required
  • Ensure data hygiene across CPQ/CLM records and proactively manage exceptions
  • Provide analytics on quoting performance, bottlenecks, and contract cycle times
  • Develop and maintain dashboards and reports to track key metrics and support data-driven decision-making
  • Support audits and compliance checks with accurate CPQ/CLM data records

Requirements:

  • Bachelor's degree in Information Technology, Computer Science, or a related field is preferred
  • 3-5+ years of experience with Salesforce CPQ and CLM implementations (e.g., Conga, Docusign CLM, or equivalent)
  • Strong proficiency in Salesforce CRM, with hands-on experience owning and evolving Salesforce CPQ and CLM tools
  • Deep understanding of CPQ/CLM configurations, including product and pricing rules, quote templates, contract templates, and approval workflows
  • Salesforce CPQ Specialist and Salesforce Certified Administrator certification required
  • Salesforce Certified Advanced Administrator, Salesforce Certified Platform App Builder, Revenue Cloud Consultant and/or CLM certifications strongly preferred
  • Demonstrated ability to analyze, optimize, and automate sales and contracting business processes
  • Excellent verbal and written communication skills with a strong attention to detail and the ability to manage competing priorities
  • Collaborative mindset with the ability to partner effectively across Sales, Legal, and Operations teams
  • Comfortable working in a fast-paced, dynamic environment with strong organizational and time management skills
  • Proficient in Salesforce Sales Cloud, Apex, Microsoft Office Suite (particularly Excel and Outlook), data analysis, workflow automation, and building reports and dashboards
  • Experience providing end-user training and ongoing support for CPQ/CLM systems

Nice to have:

  • Salesforce Certified Advanced Administrator
  • Salesforce Certified Platform App Builder
  • Revenue Cloud Consultant
  • CLM certifications

Additional Information:

Job Posted:
February 14, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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