Principal, Specialist SE
Core
Technical partner and strategic advisor for Salesforce Revenue Cloud (CPQ, CLM, billing) in Regulated Industries (Healthcare, Financial Services) and Canada, building industry-first use cases and cross-product solutions for the quote-to-cash lifecycle.
Role type
Principal, Specialist Solutions Engineer (Revenue Management)
Builds
Industry-first use cases, cross-product solutions, and go-to-market strategy for Agentforce Revenue Management
Domain
SaaS / CRM / Revenue Operations / Regulated Industries (Healthcare, Financial Services)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Salesforce configuration and customization, Salesforce Revenue Cloud (CPQ, billing, CLM, order management), REST/SOAP APIs and data integration, AI-assisted development tooling (Claude, Cursor, Copilot), solution architecture for quote-to-cash
Preferred skills
Developing net-new demo environments and solution frameworks from scratch, mentoring and enabling others, experience in Regulated Industries compliance nuances
Technologies
Salesforce, Agentforce, Revenue Cloud, CPQ, CLM, REST APIs, SOAP APIs, Claude, Cursor, GitHub Copilot
Responsibilities
Partner with Account Executives to translate client business needs into Agentforce Revenue Management solutions; Conduct discovery sessions to surface revenue operations opportunities; Design and deliver tailored solutions and demos across the quote-to-cash process; Develop industry-first use cases and cross-product solutions; Leverage AI-assisted tools to accelerate demo environments and technical assets; Contribute to team-wide enablement by building reusable demo frameworks and sales collateral
Seniority
Principal, hands-on IC with strategic influence
