Senior Solution Architect (Revenue Cloud Billing)
We are looking for a Senior Solution Architect, Revenue Cloud Billing to lead our most complex financial transformation projects. As an RCB Architect, you are responsible for the end-to-end design of billing engines that bridge the gap between Sales (Agentforce Revenue Management/ARM) and Finance (ERP). You will recommend best-practice solutions for automated invoicing, financial accounting, dunning, rate management, payments, tax calculation and revenue recognition.
You will facilitate deep-dive discovery sessions to untangle complex billing cycles and translate them into a robust technical architecture. By providing thought leadership on the Salesforce Billing package, you will serve as a trusted advisor, ensuring our clients achieve a "Lead-to-Cash" flow that is scalable, accurate, and audit-ready.
Role Responsibilities:
- Architect Lead-to-Cash Solutions: Design comprehensive solutions leveraging Revenue Cloud Billing (RCB) features—including Billing Rules, Tax Engines, Payment Gateways, and Revenue Recognition—to meet complex financial requirements.
- Technical Documentation: Deliver detailed architecture diagrams specifically focused on the Billing Data Model, GL mapping, and integration touchpoints between Salesforce and downstream ERP systems (e.g., NetSuite, Sage Intacct).
- Build & Oversight: Lead the solution design and configuration of Billing objects; estimate effort for complex invoice schedulers, credit notes, and usage-based billing logic.
- Integrations & Ecosystem: Evaluate when to use native Revenue Cloud Billing functionality versus partner applications (e.g., Avalara for tax, Stripe/CyberSource for payments) or custom programmatic solutions.
- Technical Hands-on Leadership: Perform advanced configuration of Revenue Cloud Billing and Agentforce Revenue Management, including managing the billing lifecycle, payment runs, and data migration of financial records.
- Presales & Scoping: Act as the Billing SME to assist Account Executives in scoping complex "Quote-to-Cash" engagements, ensuring technical feasibility of financial requirements.
- Mentorship: Stay at the forefront of Revenue Cloud Billing releases and provide internal guidance to consultants on the nuances of the Billing package.
Experience/Skills Required:
- Salesforce Billing Expertise or Revenue Cloud Billing Expertise: 4-6 years of Salesforce Platform experience with at least 2+ years specifically focused on Salesforce Billing (formerly SteelBrick Billing) and/or Revenue Cloud Billing implementation.
- Senior Consultancy: 5+ years experience in a Senior Consultant or Architect role, leading financial transformation projects.
- Prior experience with Salesforce payments
- Core Competencies: Deep understanding of the Salesforce Revenue Cloud data model, specifically how CPQ Quote Lines transition into Billing Order Products and Invoices.
- Required Certifications: Active Salesforce Administrator, CPQ Specialist, and Salesforce Billing Specialist (Superbadge or Certification) are required.
- Financial Literacy: Strong understanding of GAAP, ASC 606 revenue recognition standards, and general accounting principles as they relate to SaaS and subscription billing.
- Modeling: Ability to create complex Entity Relationship Diagrams (ERDs) illustrating the flow from Opportunity to Invoice and Revenue Schedule.
- Stakeholder Management: Experience leading workshops with CFOs, Controllers, and Finance Ops teams to gather requirements.
- Work Authorization: Must have full-time permanent US work authorization.
Additional Preferred Experience/Skills:
- ERP Knowledge: Experience integrating Salesforce Billing with Enterprise Resource Planning (ERP) systems.
- Experience with Stripe, Ayden, Avalara, Data Processing Engines, and Revenue Recognition systems like RightRev
- Advanced Certifications: Salesforce Revenue Cloud Consultant or B2B Solution Architect certifications.
- Developer Background: Familiarity with Apex/Triggers as they apply to custom billing triggers or complex invoice presentation.
Why Coastal, and what we offer:
- Flexible working hours with an emphasis on a life-work balance (in that order!)
- Remote flexible work; plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY; travel as required to client locations
- Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage
- Competitive quarterly bonus opportunities
- Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses
- A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more
- Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events
- Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance
- Opportunities for accelerated growth, networking, and career guidance and support
- Trust, transparency and respect across all levels of the company
Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.