Salesforce CPQ Consultant, Business Operations at Vista Consulting Group

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Salesforce CPQ Consultant, Business Operations

Vista Consulting Group (VCG) is the dedicated consulting partner to Vista Equity Partners, a leading global technology investor with $46 billion in capital commitments. Vista Consulting Group, a key differentiator in Vista's investment approach, deploys subject matter experts to partner with company executives to transform our market-leading software and technology companies.

Fundamental to VCG's success is the BOSS team, or Business Operations and System Standards. BOSS team members work with our companies to transform their operations through the implementation of scalable and repeatable business processes that lay the foundation for executing Vista's Best Practices. We are a work hard/play hard team comprised of driven and knowledgeable consultants who are hungry to drive positive change across the Vista portfolio.

Due to exponential growth in demand for our services, the BOSS Team is currently looking for multiple experienced Salesforce CPQ Consultants. The ideal candidates will have a mix of strategic, tactical, and technical skills plus a high degree of business acumen as they will be expected to partner with Sales, Support, Product Management, Services, and Marketing leaders across the Vista portfolio. Demonstrating strong collaboration skills, Salesforce CPQ Consultants will partner with our portfolio companies as well as 3rd implementation partners to ensure that redesigned business processes align with Vista Best Practices and are achievable within Salesforce and other business systems.

Duties and Responsibilities

  • Manage individual functional tracks within BOSS transformation projects from project kick-off through go-live and stabilization
  • Become an expert on Vista Best Practices and how VCG redesigns business processes and implements business systems to enable them; creating workflows, reports, and dashboards as required
  • Gather and analyze business requirements and critical data elements across functional areas
  • Serve as an expert in system configuration and guide team members and implementation partners in configuration decisions to ensure scalable and supportable systems
  • Deliver and implement recommendations for business process improvements
  • Develop training and train users on Salesforce systems and processes
  • Drive or participate in internal initiatives to improve VCG and BOSS tools, processes, quality and results
  • BS degree or equivalent experience
  • Prefer 3+ years of experience working in a systems role involving Salesforce Sales Cloud, CPQ, Service Cloud, or Community Cloud
  • Experience with Salesforce CPQ, Apttus, or BigMachines is strongly preferred
  • Strong organizational skills, attention to detail, and ability to manage to a tight schedule
  • Excellent problem solving, critical thinking, and analytical skills, including using Excel
  • Willingness to consistently travel 2-3 nights per week,2-3 weeks per month, with weekend travel required 2-3 times per year for project go-lives
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Technology we use

  • Sales & Marketing
    • SalesforceCRM
    • MarketoLead Gen


Located in the Frost Bank Tower, our office has spectacular views of Lady Bird Lake and the Texas Capitol.

An Insider's view of Vista Consulting Group

What are some social events your company does?

As our team is growing so quickly, our full team has quarterly outings in different cities to rekindle connections with one another and to relax. We have done TopGolf, Escape Room, Happy Hours just to name a few. It is critical that we continually build that comradery and Vista family bond.

Eric Webb

Executive Director, Technology Diligence

What's the biggest problem your team is solving?

The VCG Customer Success team is focused on partnering with our Portfolio companies to create customer-centric teams that are aligned with the executive priorities of their customers. This alignment creates value for their customers, more impactful work for customer-facing roles, and ultimately enables Vista’s continued growth.

Ryan Richards

Director, Customer Success

How has your career grown since starting at the company?

I’ve been with Vista for 15 months and recently transitioned into a new role serving as product manager of our QuickStart application and providing technical oversight on BOSS engagements. This role didn’t initially exist, but we recognized a need and with my technical background, it was perfect to dive headfirst into it.

Ijeoma Ikechi

Associate Director, Business Applications

What are Vista Consulting Group Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Team owned deliverables
Team based strategic planning
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Promote from within
Mentorship program
Paid industry certifications
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