Neocol · 2 months ago
Revenue Cloud Functional Solution Architect
United States
Full-time
Remote
Senior Level
5+ years expNeocol is a company focused on revenue operations management consulting, and they are seeking a Revenue Cloud Functional Solution Architect to engage with strategic clients' leadership teams. The role involves leading project teams, facilitating requirements gathering, and delivering compelling solutions to meet client objectives while demonstrating technical expertise and customer guidance.
Information ServicesSoftware
Responsibilities
Be familiar with and follow the appropriate Neocol Functional Consulting playbook (standards and methodologies) alongside the project Statement of Work, ensuring the expected approach is applied, scope areas are covered adequately, scope creep is avoided and/or immediately called out, quality and depth of project deliverables is promoted, and that during design/roadmapping considerations, a clear focus is on delivering functional designs and outcomes the client/project describes
Perform and share research on customers, industries, or products that will equip and enhance your presence and relevance to the project and customer needs or circumstances
Engage effectively and convincingly with client C-Suite executives/leaders, through to individual client business or technology/IT representatives and workshop participants, using both a technical and non-technical approach and nature to convey ideas, align expectations, and explain benefit statements or concepts convincingly and with authority
Prepare or tailor discovery workshop assets (decks, sheets, images, documents etc.) for audiences that will facilitate valuable, robust, and focused conversations around the strategic, functional, or technical topic at hand
Participate, plan, and/or facilitate strategic and functional discovery sessions, blending technical and functional concepts and empathetic approaches that demonstrate an understanding of client challenges and elicit valuable, feasible solution approaches towards resolution while applying diligent time management and intent in achieving workshop outcomes/objectives
Exhibit curiosity and willingness to “deep dive” into business process needs and requirements where needed (e.g. where identifying process or technology areas with key complexity, deviations from best practice, potential high value improvement or key gaps, or called out as major pain points etc.) and expanding on those with clarity and authority
Demonstrate a grasp of the business and/or technical needs and challenges and propose relevant solutions or available functionality that should satisfy the clients functional requirements, while guiding customers towards best practices as much as possible when considering the solution they need to develop for
Identify, recommend, and separate customer functional requirements according to scope and value delivered (alignment and promotion of stated project objectives and end state organizational improvements) as inputs to a prioritized roadmap with phased deliverables for the future-state roadmap
Coordinate and facilitate the sourcing, development, and/or demonstration of product/functionality demonstrations, proof-of-concepts, or similar interactive assets as needed and only where appropriate (e.g. to accelerate a design decision or validate end state capabilities to expedite a workshop)
Employ engaging, professional conversational tactics and expertise to ensure client/audience engagement, focus, and trustworthiness
Collaborate in real time with colleagues (e.g. Business Analysts, Project Managers, Developers etc.) to ensure key or unresolved/missing decisions, concerns, topics or assets are sufficiently and properly documented so that they support follow-on analysis or a record of actions and follow-up activities to achieve this
Ensure that ratified design decisions and associated functional capabilities and limitations are upheld and reinforced during a subsequent solution development and implementation project (only offering alternatives which will not compromise the integrity or value of the final deliverables, and immediately initiating necessary change documentation and signoff where needed)
Provide (or solicit through CoE or other resources) solution development leadership, guidance, assistance, collaboration, and support to the wider project team to promote achievement of our shared goals and deadlines
Effectively and continually identify and communicate project scope, time, resourcing, budget, performance, functionality, or quality concerns or risks to the project team/leaders as appropriate
Oversee or participate in the quality control, testing, deployment, stability, and overall performance of the delivered solution end state, such that it meets objectives and delivers the documented end-user functionality while considering the necessary foundations or scalability required for planned/known future expansion (i.e. subsequent transformation roadmap phases)
Exhibit “Lifelong learning” - we continuously learn, share, and apply new technologies and consulting engagement best practices, both through self-elected study and assigned courses/certifications
Exhibit “Thinking on your feet” - A great functional consultant can apply creative lateral thinking and problem-solving skills even to unfamiliar situations
Exhibit “Flexibility to achieve shared goals” - your skills across technology, processes, operations, and customer relationship nurturing may be called upon beyond an immediate project, assignment, or even this job description (while respecting your time and workload)
Exhibit “Extreme ownership” - we are all considered accountable for the success of our clients and colleagues
Qualification
Required
5+ years of experience working on the Salesforce platform in various roles and capacities, including declarative or custom development assignments, wireframing, solutioning, deployments, business analysis/user story documentation, requirements gathering & technical decomposition, solutioning, testing, QC etc. (exposed and experienced on full Salesforce solution lifecycle development and rollout of various clouds and/or integrated solutions)
3+ years relevant experience in the Quote-to-Cash/Revenue operations consulting/solutions development sphere, preferably across various revenue models and industries, with Salesforce as a key application/architectural component
Experience in 3+ medium to large-scale full-lifecycle Salesforce CPQ, Billing, and/or Revenue Cloud implementations as a Lead/Senior Consultant, Solution/Enterprise Architect, Strategist, or equivalent team/workstream Leader role(s)
Can speak confidently around data, analytics, and integration concepts, recommended practices, common approaches, risk and enablement areas, and is broadly familiar with features and use cases for integration/data management tools as well as enterprise applications and their relevance within the Salesforce ecosystem (i.e. is not intimidated by terms and names such as MDM, DWH, ERP, mastering, trust layer, batch, Mulesoft, Tableau, Data Cloud, Netsuite, SAP etc.)
Ability to work cross-functionally with technical and non-technical resources, and the ability to translate technical subject matter and value propositions to non-technical audiences
Must be highly organized with the ability to manage and prioritize their workload and deliver assigned tasks working both collaboratively as well as independently
Excellent communication skills, both verbal and written, with the ability to extract meaningful conversation and collaboration, drive key topics and decisions forward, define rationale behind questions from and to clients
Through thoughtful dialog, demonstrated expertise, and creative problem solving/decomposition techniques, rapidly emerges as a trusted advisor, quickly establishes themselves as an accountable owner of client success
Skilled in project/PDLC management and productivity tools (Google Docs, MS Word, Jira, Slack, LucidChart, Visio etc.)
Expert level skills in developing and presenting effective and engaging slideware (Google Slides, MS Powerpoint)
SFDC Administrator, Developer certifications, Salesforce CPQ Certification or substantial Salesforce CPQ experience
Follows and is familiar with developing trends in emerging technologies and business practices, particularly within Salesforce ecosystem and revenue/billing models and norms (e.g. Release notes, trails, article reading and sharing, citing examples for customer evaluation or discussion etc.)
Preferred
Salesforce Administrator or Advanced Administrator
Salesforce CPQ, Billing, or Revenue Cloud
Salesforce Business Analyst, Strategy Designer, or Certified Consultant
Supplementary: Salesforce Sales/Service Cloud, Agentforce, B2B Commerce, Manf. Cloud, or other recognized and relevant SF certifications
PMP, Agile, TOGAF, or similar professional achievements or association recognition
Knowledgeable/worked with numerous recognized Salesforce AppExchange products, Conga Suite, Mulesoft, Tableau, Agentforce, RightRev, NetSuite/ARM, or similar common Salesforce broader enterprise architectural tools and suites
Benefits
Employer match 401(k) plan
Medical, vision & dental benefit offerings
Adoption Assistance Program
Flexible PTO
Home office stipend
Company
Neocol
Neocol is a leading content management system architect and integrator of process-centric document solutions.
51-200 employees
H1B Sponsorship
Neocol has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (6)
2022 (2)
2021 (4)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Shamrock Capital AdvisorsSalesforce Ventures
2025-05-07Series Unknown
2023-03-06Series Unknown
Leadership Team
Ryan Lott
CEO & Founder
Recent News
2025-11-10
2025-10-09
AltAssets Private Equity News
2025-05-09
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