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 Two Prudential Tower, our office has spectacular views of Millennium Park, Navy Pier, and Lake Michigan.

An Insider's view of Vista Consulting Group

What projects are you most excited about?

I am most excited about the BOSS project we are doing at iCIMS called Project Lighthouse. The iCIMS team is engaged and have come in wanting to transform their business. The comradery we have built between the BOSS team, partners and iCIMS team has been great to lift spirits and have fun while completing the strenuous work a BOSS project can be.

Pooja Gulati

Associate Director, Business Applications

What makes someone successful on your team?

Our “learn-it-all” mentality is central to success at Vista. We draw insight from our unique history, cultivate diverse ideas to expand our library of Best Practices, and spur cutting-edge innovation in areas like AI/ML and blockchain. Alongside our company Executives, we deliver results by learning from—and constantly evolving—our winning formula.

Daniel Diorio

Associate Director, Organizational Development

How do your team's ideas influence the company's direction?

Our team helps marketing, sales, and customer success leaders attract the right buyers, turn those buyers into happy customers, and grow them. We spend a tremendous amount of energy on talent development and creating opportunities across our 60+ companies. Vista supports and inspires the most innovative technology executives in the industry.

Jessica Cash

Managing Director, Go-To-Market

What are Vista Consulting Group Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
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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