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Coastal logo

Consultant (Billing)

Coastal
Posted Jul 2, 2026, 7:35 AM UTC
🌍Canada, United States🏠Remote📁Operations & Admin
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Consultant (Billing) We are seeking a skilled Salesforce Revenue Cloud Consultant with a dedicated focus on Revenue Cloud Billing (RCB). In this role, you will collaborate closely with our Lead Solution Architects to translate complex financial blueprints into functional, automated billing solutions. You will be the hands-on configuration expert responsible for building out invoicing, payment processing, and revenue recognition streams, ensuring a seamless transition from closed-won sales to financial execution. Role Responsibilities: Hands-on Configuration: Partner with the Lead Architect to configure and deploy Salesforce Revenue Cloud Billing solutions, specializing in order orchestration, billing schedules, and automated invoice generation. Financial Feature Setup: Implement and test complex billing treatments, tax rules (e.g., Avalara), payment gateway connections, and dunning processes based on established architectural designs. Revenue Recognition Execution: Set up and maintain Revenue Recognition rules, finance books, and revenue distributions to ensure compliance with ASC 606 / IFRS 15 standards. Subscription & Usage Lifecycle: Configure billing rules for various monetization models, including evergreen subscriptions, usage/consumption-based pricing, milestone billing, and mid-term amendments. Testing & Business Alignment: Drive User Acceptance Testing (UAT) cycles alongside finance and accounting stakeholders, ensuring the configured billing engine aligns perfectly with corporate ledger requirements. Data & Integration Support: Assist technical teams in mapping data fields between Salesforce Billing and downstream ERP systems (e.g., NetSuite, SAP) to ensure clean general ledger (G/L) integration. Experience/Skills Required: Experience: 2–4 years of hands-on configuration and implementation experience specifically within Salesforce Revenue Cloud Billing (formerly Salesforce Billing). Salesforce Certifications: * Salesforce Certified CPQ Specialist (Required) Salesforce Certified Revenue Cloud Consultant (Highly Preferred or actively pursuing) Functional Knowledge: Solid understanding of standard finance and accounting concepts, such as accounts receivable (A/R), credit/debit notes, and revenue recognition triggers. Technical Proficiency: Strong declarative development skills (Flows, validation rules) and experience using Data Loader for complex financial data migrations. Ability to travel as required to client sites Additional Preferred Experience/Skills: Bachelor’s Degree preferred, or equivalent experience Operational experience in channel sales, field sales, inside sales, sales operations, marketing operations, digital marketing, customer service, customer support, field service, or account management Finance or accounting experience is a plus. Experience creating Salesforce technical requirements specifications for custom development is a plus Why Coastal, and what we offer: Flexible working hours with an emphasis on a life-work balance (in that order!) Remote flexible work; “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY; travel as required to client locations Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage Competitive quarterly bonus opportunities Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance Opportunities for accelerated growth, networking, and career guidance and support Trust, transparency and respect across all levels of the company Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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