CRM Product Specialist

What you will do: Solution Design & Architecture Design the end-to-end quote lifecycle: qualification → configuration → pricing → approval → closure Become an expert in DealCloud and opportunity-to-quote workflows Define integration architecture between DealCloud, CPQ tools, and downstream billing/contract systems Establish dashboards and reporting to track pipeline, conversion, and approval bottlenecks Operational Leadership & Governance: develop and maintain solution documentation and design standards Own quote approval hierarchies, discount governance, and pricing strategy implementation Design and enforce data validation rules, stage progression logic, and audit trails across the opportunity lifecycle Establish best practices around change management, solution governance, and release coordination Enablement & Stakeholder Engagement: partner with business stakeholders (Sales, Finance, Revenue Ops) to translate needs into technical requirements Deliver training and documentation to support teams and end-users Proactively identify future capability needs and propose iterative solutions Work with Integration and Data Solutions teams to address technical dependencies What you will need: Bachelor’s Degree with 5+ years of relevant work experience 5+ years of systems‑facing work with demonstrated progression 2+ years specifically in CRM configuration and solution architecture Understanding of how business processes map to system design Hands‑on experience with Salesforce, Microsoft Dynamics, or comparable CRM Real exposure to CPQ tools (DealHub, Salesforce CPQ, Conga preferred) Deep understanding of sales cycle processes: opportunity qualification → quote generation → deal closure Ability to design system architecture across multiple platforms Comfort with data flow, integration patterns, and reporting requirements Experience working with revenue operations, sales operations, or finance teams Strategic communicator who translates between business and technical teams Strong documentation practices and attention to change management Problem‑solver who thinks proactively about future needs Listener who asks good questions and validates requirements before designing Bonus if you have: Subscription or recurring revenue business model background DealCloud or Intapp OnePlace platform experience Quote approval hierarchy and discount governance design ERP/billing system integration architecture CPQ process automation and workflow design What you will gain: Professional development opportunities and training reimbursement Modern, flexible work environment with wellness and flexible time‑off programs Family‑support benefits during family‑building journey Paid volunteer time off and donation matching program Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. #J-18808-Ljbffr INTEGRATION APPLIANCE, INC.