AI-First Senior CPQ Consultant, Trilogy (Remote) - $100,000/year USD

at  Crossover

Are you a customer experience (CX) generalist with deep expertise in CPQ and an interest in process automation? Do you keep pace with the most recent innovations in CX and AI?
If so, Trilogy’s AI-First Professional Services team is for you. Our mission is to revitalize businesses by prioritizing customer success, AI-driven technology refactoring, and strategic realignment. As part of our 2025 strategy, we’re driving innovative approaches to evolving Salesforce-native CPQ applications. Our goal is to build a lean, highly efficient team capable of addressing complex architecture challenges while streamlining workflows with AI-driven automation.
That’s where you come in. You are a subject-matter expert in configuring, customizing, and implementing CPQ solutions who is convinced that many currently manual processes can be automated with AI or other software tools. Your strength lies in your range of knowledge. You are not a bureaucrat; you are hands-on, and you solve problems. You are not a delegator; you prioritize getting things and use AI to accelerate value delivery. You are not a narrow specialist; you embrace professional and personal range and are always willing to learn.
If you thrive in dynamic environments, while maintaining a strategic and holistic approach to driving business growth, the Trilogy’s PS team is your new home!

CANDIDATE REQUIREMENTS

• Experience managing 3+ full-lifecycle CPQ projects, with strong expertise in Salesforce CPQ, Velocity CPQ, or Oracle CPQ
• Experience leveraging Generative AI for business process automation, customer interaction improvements, or technical solution development
• Willingness to travel for up to 50% of your work hours

THIS POSITION IS ALSO KNOWN AS:

• CPQ Solutions Architect
• AI-First CPQ Consultant
• Senior Salesforce CPQ Consultant

WHAT YOU WILL BE DOING

• Lead strategic consulting engagements with customers to define CX and CPQ objectives and business requirements, incorporating automation and AI-powered workflows when and where possible
• Ensure seamless CPQ integration within Salesforce by defining system requirements, including integration design, data mapping, and AI automation migration strategies across CRM, CPQ, CLM, ERP, and billing systems
• Identify and implement AI and automation opportunities within customer processes, with a focus on improving user experience, accuracy, and efficiency

KEY RESPONSIBILITIES

• Guide customers in shaping and executing AI-powered customer experience and CPQ strategy