Salesforce and Revenue Cloud Operations Specialist

at The University of Pennsylvania
Published November 27, 2023
Location Harrisburg, PA
Category Default  
Job Type Full-time  


University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

Posted Job Title
Salesforce and Revenue Cloud Operations Specialist

Job Profile Title
Business Systems Analyst

Job Description Summary
Wharton Computing seeks to fill the role of Sales and Financial Operations Specialist for its growing and dynamic continuing education units.

This position is responsible for identifying business requirements, requirements management, functional design, prototyping, process design, testing, training, defining support procedures, leading work streams and supporting Salesforce implementations that modernize and support solutions for key sales processes, opportunity management, quote-to-cash, and revenue management processes.

This position works closely with Finance & Administration and across Wharton's revenue-generating, non-degree business units including Wharton Executive Education, Wharton Interactive, Wharton Global Youth, and Wharton Research Data Services on significant accounting and revenue matters.

Job Description

Job Responsibilities

This position is the primary developer responsible for:

  • Gathering Requirements: identifying business requirements, requirements management, functional design, prototyping, process design, developing process flow diagrams
  • Configuring Solutions:
    •designing and configuring CPQ-related features, i.e. Product Catalog, Pricing Rules, Product Bundles, Product Options, Discounting, split Quotes into multiple orders, Ensure order data integrity for billing through automation and validations, and Flow automation within the Salesforce platform
    •designing and configuring Billing-related features, i.e. Automate invoice generation and posting using Invoice Schedulers, Recording and Allocating Payments, Recording and Allocating Credit Notes and Debit Notes, Collect payments and reduce invoice balances, and Flow automation within the Salesforce platform
    •customizing standard objects i.e. Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns
    •building custom objects, Junction objects, master-detail relationships and lookup relationships
    •building custom Formula Fields, Field Dependencies, Validation Rules, Page layouts, search layout
    •building declarative automation including Workflow, Process Builder, and Flow
    •familiarity with APEX or JSON preferred.
    •familiarity with the latest technologies with leading-edge strategies, insights, experiences, and talent to enable outstanding customer service


Bachelor's degree and 2 to 3 years of experience or equivalent combination of education and experience is required.

As this role requires a high level of expertise in both CRM implementation and financial business process, the ideal candidate has:
•Salesforce Administrator certification required. Salesforce CPQ Specialist certification preferred but not required.

•Experience in onsite functional or technical roles on at least one full-lifecycle CPQ project, with strong implementation expertise.

•Two+ years Quote to-Cash (CPQ/ CLM) implementation experience.

•Knowledge of financial reporting in a small business environment.

•Excellent verbal and written communication skills.

•Advanced data and financial acumen skills.

•Experience supporting user experience functions with business process improvement.

You may like this job if:

•You are intellectually curious about business workflow and software solutions.

•You love working with CRM and financial data and appreciate data-driven decision making.

•You are a creative multitasker who anticipates problems and leads efforts for resolution.

•You are comfortable working across internal departments and championing and enforcing business rules.

•You are a self-directed and energized by supporting a dynamic and distributed team.

Job Location - City, State
Philadelphia, Pennsylvania

Department / School
Wharton School

Pay Range
$51,824.00 - $90,000.00 Annual Rate
Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile.

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

  • Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
  • Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
  • Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
  • Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.
  • Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
  • Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
  • Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
  • University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.
  • Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
  • Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
  • Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
  • Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

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