CPQ/RCA/PSA Solutions Specialist

We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow.

Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what's important to them.

What does Access offer you?

We offer a blended approach to office working, encouraging you to collaborate and connect in one of our thriving offices. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career.

The Sales Solutions Specialist will heavily own the configuration, maintenance, and optimization of our revenue generation and services execution applications. This professional acts as the primary functional expert for Salesforce CPQ, Revenue Cloud Advanced (RCA), and Certinia (formerly FinancialForce). The core objective is ensuring that product catalogs, pricing models, quote structures, billing data, and project tracking flows seamlessly, while maintaining integration checkpoints with HubSpot, NetSuite, and downstream reporting tools.

Core CPQ, RCA, & Certinia Responsibilities

Salesforce CPQ & Revenue Cloud Advanced (RCA) Management

• Own the product catalog architecture, configuring complex bundles, option constraints, features, and configuration attributes.
• Implement and maintain intricate pricing structures, including block pricing, tier-based discount schedules, contract pricing, and Advanced Pricing Rules.
• Build and optimize dynamic Quote Templates and Guided Selling flows to streamline the sales rep experience.
• Manage the subscription lifecycle, configuration of amendments, co-terming logic, and automated renewals.Support migration and upgrade initiatives from legacy Salesforce CPQ configurations to Revenue Cloud Advanced (RCA) frameworks.

Certinia Administration (PS Cloud / PSA/Professional Services)

• Administer Certinia PS Cloud modules, heavily owning the configuration of projects, milestones, resource management, and time/expense tracking.
• Configure and govern billing engines and revenue recognition schedules to ensure smooth financial close processes.
• Manage resource requests, skills matrices, and utilization analytics to optimize professional services delivery.
• Maintain and govern financial data integrity, managing multicurrency exchange rates, ledger settings, and cross-object mappings.

Integrated Systems & Analytics Support

• Support the Salesforce-to-NetSuite pipeline (via Workato), ensuring finalized CPQ quotes and Certinia project billing data map correctly to NetSuite Sales Orders and Invoices.
• Monitor data sync health between HubSpot and Salesforce to guarantee clean lead-to-opportunity conversions.
• Build cross-functional dashboards in Salesforce Reports or external BI systems (Tableau/PowerBI) to track core metrics like Recurring Revenue (CPQ/RCA) and Resource Utilization (Certinia).

Technical Skills & Qualifications

• Experience: Minimum 5+ years of hands-on Salesforce administration with heavy, dedicated focus on CPQ and Certinia PSA architectures.
• CPQ/RCA Technical Depth: Deep understanding of the Salesforce Revenue Cloud data model, quote-to-order lifecycles, and subscription logic.
• Certinia Technical Depth: Hands-on experience configuring Certinia PSA core objects, project hierarchies, and billing rules.
• Ecosystem Familiarity: Foundational understanding of how data passes between HubSpot, Salesforce, and NetSuite (experience with Workato is a plus).

What are we all about?

The Access Group is one of the largest UK-headquartered business management software providers. It provides solutions that empower more than 160,000 small and mid-sized organisations in commercial and non-profit sectors across Europe, USA and APAC, giving every employee the freedom to do more of what's important. Its innovative cloud solutions and integrated AI software experience across multiple Access products transform how business technology is used.

With over 9,300 talented individuals driving innovation and customer excellence, we’re shaping the future of work. And we want you to be part of it. At Access, people are at the heart of everything we do. We’re committed to creating an inclusive, high-performing culture where everyone feels valued, respected, and empowered to thrive. If you’re excited about this role - even if your experience doesn’t tick every box - you might be exactly who we’re looking for.

We believe in equality for all and the transformative power of diversity. So why not join our vibrant team, where you can love what you do, love how you live, and most importantly, be authentically you?

Let’s make a difference together.

Love Work. Love Life. Be You.