Agentforce Revenue Management Consultant

About the Role:

Trigg Digital is seeking a highly skilled and experienced Senior Agentforce Revenue Management Consultant. The ideal candidate will have a deep understanding of Agentforce Revenue Management (a.k.a. Revenue Cloud, Revenue Cloud Advanced, Revenue Lifecycle Management) including CPQ, Billing, Subscription Management, and the broader Revenue Lifecycle Management capabilities and how these components are used to design and optimise lead-to-cash processes.

Caveat: This is NOT A ROLE for "Salesforce CPQ + Billing" (a.k.a. Steelbrick / Invoice-it) NOR is it for "Vlocity/Industries Cloud CPQ". Candidates masquerading experience in these products as Agentforce Revenue Management experience will be disqualified.

This role involves working with customers across multiple industries to design, implement, and improve Salesforce Revenue Cloud solutions that streamline quoting, pricing, product configuration, order management, invoicing, billing, and revenue recognition.

The candidate must have strong Salesforce foundations, clear architectural reasoning, and an expert ability to translate business requirements into structured configuration. They must also be highly capable in writing user stories and acceptance criteria.

 Key Responsibilities: 

Consultation and Strategy Development

• Work with clients to understand their lead-to-cash processes, pricing models, catalog structures, quoting needs, approval flows, and billing challenges.
• Develop strategies for leveraging Revenue Cloud components to improve sales efficiency, pricing consistency, accuracy of orders, and revenue outcomes.
• Provide expert guidance on best practices for pricing design, product modelling, discount governance, subscription lifecycle design, and billing operations.

Implementation and Configuration

• Lead the implementation of Agentforce Revenue Management capabilities, ensuring alignment with client needs.
• Configure and customise CPQ, Billing, and related core platform features, including:
  • Product, price book, and pricing rule configuration.
  • Context definitions
  • Pricing procedures (price waterfall)
  • Complex discounting rules (some automated, others discretionary, including advanced approvals when discount thresholds met)
  • Quote templates, approval rules, and order management processes.
  • Subscription lifecycle flows, renewals, amendments, and asset management.
  • Screen and record-triggered flows supporting quoting or billing processes.
  • Validation rules, custom fields, and security settings.
• Support integrations between Agentforce Revenue Management and external systems such as ERPs, payment gateways, tax engines, or accounting platforms.

Project Management

• Work with project managers to support planning, execution, and delivery of end-to-end implementations.
• Coordinate with cross-functional teams including architects, developers, testers, and business SMEs.
• Provide clear progress updates, risks, and milestone reporting to stakeholders.

Documentation and User Stories

• Write clear user stories using the standard format:
  AS A [user role], I WANT [goal], SO THAT [reason].
• Define acceptance criteria using the GIVEN/WHEN/THEN format.
• Produce structured configuration documentation for both development and testing teams.

Training and Support

• Deliver training sessions for clients on Agentforce Revenue Management features and operational workflows.
• Provide post-go-live support, troubleshooting, and continuous optimisation recommendations.
• Produce user guides, operational handbooks, and configuration documentation.

Continuous Improvement

• Stay current with the latest Agentforce Revenue Management capabilities across CPQ, Billing, and Subscription Management.
• Identify opportunities for process improvement, automation, and optimisation.
• Participate in Salesforce community events to share knowledge and best practices.

Qualifications: 

Experience

• Minimum 5 years of experience in Salesforce consulting, with a strong focus on CPQ, Billing, Subscription Management, or revenue lifecycle transformation.
• Proven track record of successful Revenue Cloud implementations.
• Strong understanding of quoting processes, pricing design, order management, invoicing, and subscription lifecycle management.

Technical Skills

• Deep knowledge of Agentforce Revenue Management capabilities and constraints.
• Proficiency in Salesforce configuration including:
  • CPQ product rules, pricing rules, quote templates.
  • Billing schedules, invoicing, taxation, revenue recognition.
  • Screen flows and record-triggered flows.
  • Validation rules, custom fields, automation, and security.
• Familiarity with Salesforce core platform (Sales Cloud), CRM concepts, and relevant integration patterns.

Software Experience:

• Agentforce Revenue Management
• Revenue Cloud (Advanced and/or Billing)
• Revenue Lifecycle Management
• Experience with ERP or finance system integrations is a plus

Certifications (desirable)

• Revenue Cloud / RCA / Agentforce Revenue Management (2025 or later certifications ideally) 
• Salesforce Administrator
• Platform Developer 
• Platform App Builder
• OmniStudio Consultant or Developer

Soft Skills

• Excellent communication and stakeholder-management skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively.
• Professional, structured, and client-focused approach.

Education

• Bachelor's degree in Business, Information Technology, Finance, or a related field.

 What We Offer: 

• Competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• Flexible working arrangements.
• A collaborative and innovative working environment.

Equal Opportunity Employer: 

Trigg is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.