Position title
Senior Salesforce Revenue Cloud Functional Analyst
Description

Excel Nearshore is looking for a Senior Salesforce Revenue Cloud Functional Analyst, to optimize our client’s Quote to Cash within Salesforce Revenue Cloud, focusing on CPQ, Billing, and revenue intelligence. This transitional role ensures compliant revenue operations in a medtech environment, addressing overlaps with Oracle EBS AR and silos in billing. The candidate will integrate L1/L2 support duties into the POD, collaborate with Sales Cloud and Oracle teams, drive automations/AI (Einstein Revenue Intelligence), and facilitate knowledge transfer for ramp-down, supporting cost reductions year-over-year. This is a fully remote and full-time position from Costa Rica, in payroll with benefits.

Responsibilities
  • Provide functional expertise for Revenue Cloud: Configure and troubleshoot CPQ (product bundles, pricing rules), Billing (invoices, payments, subscriptions), and revenue recognition (amortization, ASC 606 compliance).
  • Handle integrated L1/L2 support: Triage and resolve revenue-related tickets (billing errors, recognition discrepancies, CPQ quote issues) during business hours; provide on-call for P1 incidents impacting financials or compliance.
  • Support end-to-end revenue flows: Analyze requirements, conduct fit-gap assessments, and implement configurations/enhancements for revenue orchestration, including integrations with Sales Cloud (quotes/orders), Oracle EBS (AR via MuleSoft/SOA), Xactly (commissions), and third-party tools (Esker/Billtrust).
  • Conduct root cause analysis (RCA) for issues, implement corrective/preventive actions (CAPA), and optimize processes to improve revenue accuracy in medtech contexts.
  • Enforce compliance and security: Align revenue processes with ISO 27001, HIPAA/GDPR (for PHI in billing data), and FDA guidelines; manage user access (RBAC), audits, and data integrity checks.
  • Drive automations and AIOPS: Identify opportunities for AI enhancements (Einstein for predictive revenue forecasting, automated billing validations) to support year-over-year cost reductions and innovation fund initiatives.
  • Collaborate with POD teams (Sales/Service Cloud, Oracle Financials) on cross-functional issues; contribute to QBRs with insights on medtech trends.
  • Maintain documentation for configurations, flows, and change management; participate in Change Advisory Board (CAB) reviews, user training, and facilitate knowledge transfer sessions for ramp-down continuity.
  • Support minor development: Assist with Flow Builder, Apex (if needed), and testing for updates/migrations.

Success Metrics

  • Achieve 98% revenue recognition accuracy and 95% billing timeliness SLAs, measured monthly via Revenue Cloud reports, minimizing medtech compliance disruptions.
  • Reduce MTTR for revenue incidents by 15% YoY through RCAs and automations, tracked in ITSM tools.
  • Complete 100% of quarterly compliance audits (e.g., ISO 27001/HIPAA) with zero findings in revenue areas.
  • Implement 10-15% process automations (Einstein predictions) annually, contributing to yearly cost reductions and reviewed in innovation fund reports.
  • Attain CSAT scores >4.5/5 on handled tickets and QBR feedback, with effective KT and demonstrated value (e.g., 10% faster revenue cycles via optimizations).
Qualifications
  • 7-10 years of functional experience with Salesforce Revenue Cloud, including CPQ, Billing, and revenue recognition in Cloud environments.
  • Strong understanding of end-to-end revenue flows, including integrations with CRM (Sales Cloud), ERP (Oracle EBS AR via MuleSoft), and commissions tools in regulated industries like healthcare/medtech.
  • Proficiency in configuration (price books, billing schedules, recognition rules), troubleshooting, and reporting (dashboards for revenue metrics).
  • Familiarity with ITIL processes (incident, problem, change management) and ITSM tools for ticket handling.
  • Knowledge of healthcare standards (PHI in billing, FDA compliance) and ISO 27001 controls (access/logging in revenue data).
  • Excellent analytical and communication skills; ability to translate business needs into Revenue Cloud solutions empathetically, focusing on impacts.
  • Bachelor's degree in Business, Finance, IT, or related field.

Preferred Qualifications

  • Salesforce Certified Revenue Cloud Consultant or equivalent.
  • ITIL Foundation certified preferred.
Contacts

Aarón Acuña Cordero | Human Talent Director

aaron.acuna@excelnearshore.com

 

Employment Type
Full-time
Beginning of employment
ASAP
Duration of employment
Indefinite
Industry
MedTech
Job Location
Costa Rica
Remote work from: Costa Rica
Date posted
February 10, 2026
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