Job Summary
We are seeking a CPQ Specialist to maintain, enhance, and support our existing Encompass and Tacton CPQ environment. The role involves creating and refining product configuration logic, updating pricing models, managing document generation templates, ensuring approval workflows function work correctly, and monitoring order processing to guarantee smooth end-to-end operations.
Responsibilities
- Product Modeling: Develop, implement and maintain configuration logic, rules, and constraints for complex product structures.
- Product Modeling: Ensure product models are accurate, scalable, and aligned with business requirements.
- Product Modeling: Collaborate with product management and engineering teams to reflect product changes in CPQ.
- Pricing Update: Configure and update pricing rules, discount structures, and margin controls.
- Pricing Update: Work with finance and sales teams to ensure pricing accuracy and competitiveness.
- Pricing Update: Maintain dynamic pricing logic to reflect market and business strategy changes.
- Document Generation: Create and maintain templates for quotes, proposals, and contracts.
- Document Generation: Ensure generated documents comply with branding, legal, and business standards.
- Document Generation: Automate workflows for efficient and accurate document delivery.
- Approval Workflow Management: Configure and monitor approval workflows to ensure compliance with business policies.
- Approval Workflow Management: Troubleshoot and resolve workflow issues to avoid delays in quoting and order processing.
- Approval Workflow Management: Collaborate with stakeholders to refine approval processes as business needs evolve.
- Order Processing: Ensure orders generated through CPQ flow correctly into ERP/CRM systems.
- Order Processing:
Monitor and troubleshoot order processing issues to maintain operational efficiency.
- Order Processing: Work closely with IT and operations teams to support integration and data accuracy.
- System Support Continuous Improvement: Create related documentation for team training and development
- System Support Continuous Improvement: Provide training for teams on different workflows
- System Support Continuous Improvement: Troubleshoot issues related to product logic, pricing, workflows and document generation.
- System Support Continuous Improvement: Identify opportunities to optimize CPQ processes and enhance user experience.
Requirements
Education
- Bachelors degree in Mechanical Engineering or Information technology
Technical Skills
- Hands-on experience with CPQ (configuration, pricing, quoting, document generation, workflows).
- Strong understanding of product modeling logic (rules, constraints, dependencies).
- Knowledge of pricing structures (discounts, margins, dynamic pricing).
- Familiarity with document automation tools and template management.
- Experience with approval workflows and order processing in CPQ.
- Be able to quickly learn current software with demonstrated computer expertise
- Atlassian Jira and Confluence experience
- Fluent in MS Excel and other MS Office tool
- Basic scripting or programming skills for advanced logic building.
- Understanding of Database concept
- Experience in XML
Soft Skills
- Strong analytical and problem-solving abilities.
- Excellent communication and collaboration skills to work with sales, finance, engineering, IT, and product teams.
- Detail-oriented with a focus on accuracy and efficiency.
- Ability to manage multiple priorities and deliver under deadlines.
- Self-starter with a strong passion for learning
📌 Lead Engineer, CPQ (Noida)
🏢 Pentair
📍 Noida