Summary
Overview
Work History
Education
Skills
Certification
Achievements
Timeline
Generic

Supriya Venkatesh

Milpitas,CA

Summary

Seasoned Salesforce Functional Architect/Revenue cloud Consultant with a proven track record at various organizations, adept in Quote-to-Cash (QTC), Salesforce CPQ, and Revenue Cloud(RLM/RCA) . Excelled in leading comprehensive CPQ/Billing implementations, enhancing user experiences, and driving efficiency improvements. Exhibits strong communication and project management skills, ensuring seamless integration, and robust solutions for complex business needs. Known for excellent stakeholder communication and driving digital transformation initiatives.

Salesforce Solution Architect with a comprehensive background in Salesforce CPQ and Billing (Revenue Lifecycle Management) development, and 11 years of deep expertise in Salesforce. Proficient in creating sophisticated solutions using CPQ, Billing,Apex,API's for integrations across Sales and Service Clouds. Applying DevOps methodologies for efficient deployments and enhanced user experiences. Known for a strong commitment to innovation, and a proven track record in achieving business excellence through technology.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Salesforce Lead - QTC (Contractor)

Chartbeat
07.2025 - 09.2025


  • Managed an agile delivery team of 5+ developers and consultants for a multi-cloud Salesforce engagement, ensuring project milestones were met on schedule and within budget.
  • Acted as the solution owner for the QTC process, designing and implementing best-in-class pricing and billing strategies that aligned with client financial and sales objectives.
  • Used deployment tools like Change Sets and Git to manage code and configuration across multiple Salesforce environments, maintaining version control and ensuring release readiness.
  • Spearheaded the development of a comprehensive suite of reports and dashboards to provide real-time visibility into sales pipeline and revenue recognition for executive stakeholders
  • Developed and maintained Salesforce automation processes, including process builder, flows, and triggers, resulting in a 40% reduction in manual tasks and a 25% increase in team requirements.

Salesforce Functional Architect - QTC (Contractor)

Ziff Davis/ Moz Group
03.2024 - 10.2024



  • Architected and led the end-to-end implementation of Salesforce CPQ and Billing for a subscription-based product, resulting in a 40% reduction in manual quote processing time.
  • Migrated legacy quoting tool to Salesforce CPQ with minimal downtime.
  • Designed and oversaw the integration between Salesforce CPQ and the company’s Quickbooks ERP system, enabling seamless data flow for data, order, invoices, and accounts receivable and integration with Slack system for smooth run of complex approvals.
  • Led discovery workshops and facilitated requirements gathering sessions with cross-functional teams (Sales, Finance, Legal) to define business processes for the lead-to-cash lifecycle.
  • Implemented governance processes and change management protocols for the QTC platform, decreasing system errors by 25% and improving data accuracy.
  • Created technical design documents (TDDs), data models, and integration specs for all QTC components.
  • Worked closely with stakeholders to define KPIs, dashboards, and analytics for quoting efficiency.
  • Delivered Salesforce CPQ solutions for a manufacturing client, implementing multi-currency, multi-language quoting capabilities.

Salesforce Developer - QTC

Spinnaker Support
07.2022 - 10.2023


  • Designed end-to-end QTC solutions for high-growth B2B tech clients.
  • Led full-lifecycle Salesforce CPQ and Billing implementations for SaaS, IaaS based clients, managing project scope, timelines, and budgets.
  • Architected and configured complex pricing strategies using Salesforce CPQ, including multi-tier discounting, subscription pricing, and advanced product rules, resulting in a 20% reduction in quote generation time.
  • Facilitated requirements gathering sessions with C-suite executives and business stakeholders to define and document business processes, user stories, and functional specifications.
  • Designed and implemented integrations with ERP systems (e.g., SAP, Netsuite, Quickbooks) and e-signature platforms (e.g., DocuSign, Conga) to create seamless Quote-to-Cash workflows.
  • Created training materials and conducted user training sessions, driving user adoption and a 25% improvement in forecast accuracy for the sales team
  • Collaborating with sales, legal, finance, and other internal departments to ensure smooth processing of sales orders and financial operations

Salesforce Consultant - QTC

Original Shift
06.2019 - 04.2022


  • Worked with native Salesforce quote-to-cash functionality, such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders, and contracts, as well as Lead-to-Cash business processes, reducing quote generation time by 60%.
  • Used advanced approvals to simplify the approval process currently in use and migrated from the old standard approval logic to advanced approvals, reducing and eliminating the need for custom Apex logic.
  • Led end-to-end implementation of Salesforce Sales Cloud for a global B2B client, improving sales productivity by 32%.
  • Created complex reports and dashboards for sales leaders and executive stakeholders.
  • Developed and maintained technical documentation, including solution design, code comments, and user manuals, to ensure effective knowledge transfer and support
  • Analyzed client requirements to optimize Salesforce implementations and enhance user experience.
  • Partnered with Finance and SalesOps teams to streamline renewal, amendments, and contract lifecycle workflows.
  • Provided post-deployment support and conducted training sessions for 200+ sales users across global teams.

Salesforce Architect - QTC (Contractor)

Particle.io
10.2018 - 06.2019


  • Defined and governed QTC architecture standards including pricing rules, product bundling strategies, discounting logic, and revenue recognition models.
  • Designed a scalable renewal and amendment process integrated with automated approval flows and custom quote templates.
  • Collaborated with executive stakeholders (CFO, CRO, CIO) to align QTC capabilities with GTM strategy and financial reporting requirements.
  • Led data migration strategy from Zuora into Salesforce Revenue Cloud, ensuring clean data model for opportunities, quotes, and contracts.
  • Defined CI/CD pipelines and branching strategy for multi-sandbox development using Copado.
  • Provided architecture review and QA governance for all CPQ custom components and integrations.
  • Collaborated with cross-functional teams to develop and maintain Salesforce integrations with other systems, resulting in a 30% reduction in data errors and a 20% increase in data accuracy.

Software Engineer

Salesforce
11.2013 - 06.2017


  • Performed administrative tasks such as creating users, roles, profiles, sharing rules, email alerts and business processes
  • Designing, Development, Testing and Deploying Salesforce applications Expertise in Force.com, Apex classes, Apex triggers, Visualforce, LightningComponents, SOQL and SOSL Integration of Salesforce applications to other web services by consuming their WSDL and using remote site settings and Web Callout's using REST API
  • Quote-to-Cash (Salesforce CPQ & Billing) Product Design and development is being done using Agile Methodology..
  • Created relevant documentation such as UML diagrams - use cases, sequence diagrams, process flow charts, and prototypes, wireframes & closely worked with other consultants while implementing the solutions for the needs of organization
  • Worked on Continuous Integration with Repo and GIT/SVN Setup.
  • Managed a Salesforce org with 500+ users, including security, object configuration, automation, and data integrity.
  • Collaborated with Sales, Marketing, and Customer Success teams to customize the platform and support business needs.
  • Performed regular system audits and implemented field-level security policies to meet compliance standards.
  • Helped transition the organization from Classic to Lightning, training 200+ users.

Salesforce QTC SME

Independent Contractor
07.2018 - Current

Rithom Consulting & Iceberg Revops


  • Designed and implemented 30+ Salesforce QTC solutions for enterprise clients in [Industry, e.g., SaaS, Manufacturing,Paas,Iaas].
  • Conducted architectural reviews, security assessments, and performance tuning across the CPQ & Billing platform.
  • Conducted client workshops, user training, and UAT support for smooth go-live.
  • Collaborated with business executives, developers, and product managers to define long-term roadmap and platform strategy.

Education

Bachelor of Science - Computer Engineering

M S Ramaiah Institute of Technology
Bangalore, India
06-2013

Skills

    Salesforce: Sales Cloud, Service Cloud, Experience Cloud, CPQ, Subscription & Usage-Based Billing, Salesforce RLM (Revenue Lifecycle Management), Reports & Dashboards, Automation tools, Approval Processes, Data Modeling, Security, and Performance Optimization

    Languages: Apex, SOQL, HTML, JavaScript, CSS

    Tools: Visualforce, Lightning App Builder, Data Loader, Workbench, VS Code, JIRA,Asana,Trello, Git, Copado, Gearset, Prodly

    Integration: REST/SOAP APIs, ERPSystem(SAP,Netsuite,Quickbooks), Zuora, Slack,Conga, Docu-sign,

    Methodologies: Agile, Scrum, SDLC, DevOps,Multitasking abilities, Design Thinking & UX, Data Governance & Compliance

Certification

Billing Specialist Superbadge

Advance Billing Specialist Superbadge

Salesforce Data Architect

Salesforce Admin

Salesforce Advance Admin

Salesforce CPQ Specialist

Salesforce Platform Developer 1

Salesforce Sales cloud

Salesforce App builder

SteelBrick Certified Admin

Achievements

  • 🚀 Delivered a full Quote-to-Cash transformation reducing manual quote cycles from 3 days to under 4 hours.
  • 💰 Enabled $100M+ in recurring revenue through streamlined CPQ and billing automation.
  • 🔗 Integrated Salesforce with 5+ downstream systems (ERP, payment gateways, tax engines).
  • 🧩 Reduced case routing time by 70% through automation using record-triggered flows.
  • 📊 Designed 15+ custom dashboards adopted by executive leadership.
  • 👥 Increased platform adoption rate from 65% to 92% with custom training and engagement strategies.
  • 📈 Enabled automated recognition of $10M+ in ARR revenue through rule-based revenue contracts and performance obligations.

Timeline

Salesforce Lead - QTC (Contractor)

Chartbeat
07.2025 - 09.2025

Salesforce Functional Architect - QTC (Contractor)

Ziff Davis/ Moz Group
03.2024 - 10.2024

Salesforce Developer - QTC

Spinnaker Support
07.2022 - 10.2023

Salesforce Consultant - QTC

Original Shift
06.2019 - 04.2022

Salesforce Architect - QTC (Contractor)

Particle.io
10.2018 - 06.2019

Salesforce QTC SME

Independent Contractor
07.2018 - Current

Software Engineer

Salesforce
11.2013 - 06.2017

Bachelor of Science - Computer Engineering

M S Ramaiah Institute of Technology