Description
Are you a customer experience (CX) generalist with deep expertise in CPQ and an interest in process automation? Do you keep pace with the most recent innovations in CX and AI?
If so, Trilogy’s AI-First Professional Services team is for you. Our mission is to revitalize businesses by prioritizing customer success, AI-driven technology refactoring, and strategic realignment. As part of our 2025 strategy, we’re driving innovative approaches to evolving Salesforce-native CPQ applications. Our goal is to build a lean, highly efficient team capable of addressing complex architecture challenges while streamlining workflows with AI-driven automation.
That’s where you come in. You are a subject-matter expert in configuring, customizing, and implementing CPQ solutions who is convinced that many currently manual processes can be automated with AI or other software tools. Your strength lies in your range of knowledge. You are not a bureaucrat; you are hands-on, and you solve problems. You are not a delegator; you prioritize getting things and use AI to accelerate value delivery. You are not a narrow specialist; you embrace professional and personal range and are always willing to learn.
If you thrive in dynamic environments, while maintaining a strategic and holistic approach to driving business growth, the Trilogy’s PS team is your new home!
What you will be doing
- Lead strategic consulting engagements with customers to define CX and CPQ objectives and business requirements, incorporating automation and AI-powered workflows when and where possible
- Ensure seamless CPQ integration within Salesforce by defining system requirements, including integration design, data mapping, and AI automation migration strategies across CRM, CPQ, CLM, ERP, and billing systems
- Identify and implement AI and automation opportunities within customer processes, with a focus on improving user experience, accuracy, and efficiency
Key responsibilities
- Guide customers in shaping and executing AI-powered customer experience and CPQ strategy
Candidate requirements
- Experience managing 3+ full-lifecycle CPQ projects, with strong expertise in Salesforce CPQ, Velocity CPQ, or Oracle CPQ
- At least 5 years of consulting or CPQ and CX implementation experience
- Experience leveraging Generative AI for business process automation, customer interaction improvements, or technical solution development
- Willingness to travel for up to 50% of your work hours
How it works
Applying for a role? Here’s what to expect.
We’ve curated a series of steps that take the guesswork (and cognitive bias) out of recruiting the best person.
STEP 1
Pass Cognitive Aptitude Test.
STEP 2
Pass English Proficiency Test.
STEP 3
Prove Real-World Job Skills.
STEP 4
Ace An Interview Or Two.
STEP 5
Accept Job Offer.
STEP 6
Celebrate!
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Why Crossover
Recruitment sucks. So we’re fixing it.
The Olympics of work
It’s super hard to qualify—extreme quality standards ensure every single team member is at the top of their game.
Premium pay for premium talent
Over 50% of new hires double or triple their previous pay. Why? Because that’s what the best person in the world is worth.
Shortlist by skills, not bias
We don’t care where you went to school, what color your hair is, or whether we can pronounce your name. Just prove you’ve got the skills.
