• Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records. • Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station. • Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country. • Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively. • Pull Salesforce data each month to calculate total RMR and new RMR. • Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers. • Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time. • Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly). • Process account updates: billing changes, address changes, added scopes of service, and other modifications. • Serve as a point person for RMR changes in Salesforce, with leadership review before implementation.

• Analyze existing Salesforce systems and recommend best practices to improve efficiency • Prepare and implement workshops with new customers • Facilitate further training and support after project completion • Own implementation projects from analysis to delivery • Scope Salesforce projects and present to customers • Implement tailored solutions for start-ups, scale-ups, and medium-sized companies • Ensure quality assurance for ongoing projects • Facilitate training for internal Salesforce Consulting teams • Continuously involved in training and certifications in Salesforce

• Build, configure, and maintain Salesforce-integrated forms and workflows, including platforms such as Titan, to support lead capture, operational processes, and partner interactions • Manage and test integrations between Salesforce and external platforms, ensuring accurate data flow and reliable system connectivity • Configure and maintain webhooks, middleware integrations, and automation workflows using platforms such as Workato • Support the implementation and optimization of digital experience platforms connected to Salesforce, ensuring seamless user experiences and clean data capture • Maintain Salesforce data hygiene by monitoring incoming data from forms and integrations, identifying duplicates or inconsistencies, and supporting processes that ensure accurate and reliable CRM data • Perform integration testing, troubleshooting and QA to validate form submissions, API connections, and downstream automation • Collaborate with marketing, operations, and technology teams to ensure integrations align with business requirements • Monitor integration performance, identify issues proactively, and implement improvements to enhance system reliability • Maintain documentation for integrations, workflows, and system dependencies to support operational continuity

Role Description - Configure, maintain, and optimize Salesforce CPQ solutions - Support bundle configuration, product rules, option constraints, price rules, discount schedules, and quote management functionalities - Troubleshoot system issues and provide day-to-day user support - Implement enhancements, optimizations, and front-end customizations within the CPQ platform - Perform system monitoring, testing, and validation to ensure stability and performance - Create and maintain technical documentation and user training materials - Collaborate closely with cross-functional teams, including business stakeholders and technical specialists Qualifications - 2+ years of relevant professional experience with CPQ solutions - Hands-on experience with Salesforce CPQ configuration and maintenance - Strong understanding of CPQ functionalities, including bundle configuration, product rules, option constraints, price rules, discount schedules, and quote management - Experience with frontend technologies such as HTML, JavaScript, and CSS - Strong troubleshooting and problem-solving skills - Experience working in collaborative, cross-functional environments - Good communication skills and fluent English language proficiency Benefits - Diversity, equity and inclusion - Sustainability