ERP/CRM Salesforce Consultant

Description
We are looking for an ERP/CRM Salesforce Consultant to join a Contract engagement in Chicago, Illinois. This role is suited for a Salesforce Revenue Cloud specialist who can shape a consistent data framework, strengthen governance practices, and evaluate quote-to-cash information across products, pricing, orders, contracts, and assets. The consultant will work across complex Salesforce environments to improve data accuracy, uncover revenue leakage risks, and support reliable business processes through strong functional and technical insight.

Responsibilities

Define and refine a unified data model across Salesforce Revenue Cloud and related revenue lifecycle processes to support consistent business operations. Review product, pricing, and monetization structures to ensure accurate setup of catalog elements, pricing logic, and discounting behavior. Analyze quotes, orders, contracts, and asset records to confirm data integrity and alignment throughout the quote-to-cash lifecycle. Map standard and custom fields across configuration, pricing, quoting, ordering, contracting, and asset management processes.

Investigate amendment, renewal, and subscription activity by tracking asset history, state changes, and source records tied to lifecycle events. Establish data governance guidelines and quality controls to identify duplicate records, missing relationships, lineage issues, and orphaned data. Assess how automated updates and manual interventions affect Salesforce data, including flows, pricing engines, integrations, and other platform automations.

Partner with stakeholders to document business requirements and translate them into practical recommendations for Salesforce configuration and process improvement. Requirements
Advanced knowledge of Salesforce Revenue Cloud Advanced and Revenue Lifecycle Management, including underlying data structures and object relationships. Strong understanding of product catalog design, including products, selling models, categories, attributes, and related components. Hands-on expertise with pricing frameworks such as price books, pricing tiers, adjustment schedules, discounts, and pricing rules.

Proven experience working with transaction management records, including quotes, quote lines, orders, order items, contracts, and assets. Ability to evaluate standard and custom field mappings across the full revenue lifecycle within Salesforce ecosystems. Skilled in data profiling, quality analysis, relationship mapping, and tracing data lineage to resolve inconsistencies. Familiarity with Salesforce development concepts such as API development, configuration management, client-side scripting, and platform-based automation. Technology Doesn't Change the World, People Do.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go.

Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.

Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice.