• Lead discovery sessions to understand and document current state lead-to-quote, CPQ, billing, and services delivery processes, issues impacting user experience and revenue leakage, and requirements for future state implementation. • Understand and align requirements provided by a complex set of stakeholders, including: Legal, Accounting, Billing, Marketing, Sales, and others. • Lead design sessions with cross-functional teams to review and document future state processes and system architecture across Salesforce and Zuora. • Implement and administer Salesforce CRM environments including custom Apex development, Flows, and declarative configuration. • Implement and administer Zuora CPQ environments including product catalog design, charge models, pricing rules, subscription and amendment workflows, and Zuora 360 integration with Salesforce. • Coordinate with Business Operations and Financial Systems teams to provide end-to-end solution design leadership across the CRM-to-billing value chain. • Lead user acceptance testing for major development categories, including development of test plans and support of test users. • Enable end-user success through seminar-style training sessions, office hours, and ad-hoc support channels. • Support mentorship of other team resources in Salesforce, Zuora, operational tools, architecture, design, and best practices. • Collaborate on the development of templates and playbooks to ensure that the team is optimally positioned to leverage our collective knowledge and experience and ensure predictable, high-quality project outcomes. • Engage with EverCommerce and subsidiary leadership on status updates, working sessions, and solution design. • Communicate recommendations, project progress, and achieved outcomes through a variety of media, including: presentations, emails, and diagrams such as Lucid Chart, Figma, or similar.