NetSuite Sales and CPQ Administrator
Indexed description
Responsibilities and Duties
NetSuite Sales and CPQ Administration
- Own the configuration, optimization, and ongoing enhancement of NetSuite CPQ to support scalable, accurate, and efficient sales quoting and order processes.
- Partner with Sales, Sales Operations, Customer Service, Finance, and Accounting to ensure CPQ aligns with evolving business requirements.
- Translate business needs into scalable system solutions, including workflows, forms, records, and automation.
- Support Sales Order Management, Order Entry, Customer Service workflows, and downstream financial impacts within NetSuite.
- Ensure CPQ and sales processes integrate seamlessly with Shopify, POS, and other connected platforms.
- Support key financial and operational modules including General Ledger (GL), Accounts Payable, Intercompany transactions, Bill Capture, and AP automation.
- Configure and maintain workflows, forms, saved searches, dashboards, roles, and permissions across functional areas.
- Support multi-book accounting, multi-currency environments, and country-specific localizations to enable global operations.
- Ensure system configurations align with accounting policies, internal controls, and compliance requirements.
- Manage end-to-end solution delivery lifecycle including requirements gathering, functional design, testing (UAT), deployment, documentation, and post-go-live support.
- Design scalable, future-ready business processes that support growth across multiple business units and geographies.
- Identify upstream and downstream impacts of system changes, enhancements, and customizations.
- Collaborate with technical teams and stakeholders to ensure successful implementation of enhancements and integrations.
- Develop and maintain a robust library of saved searches, reports, dashboards, and SuiteAnalytics workbooks to support operational and strategic decision-making.
- Support Finance, Accounting, Operations, Supply Chain, and Sales teams with accurate KPIs, reporting, and data insights.
- Ensure data integrity, consistency, and adherence to governance standards across all NetSuite datasets.
- Continuously improve reporting structures to enhance visibility into business performance.
- Provide day-to-day support for NetSuite users, troubleshooting issues and resolving system-related inquiries in a timely manner.
- Serve as a key escalation point for system issues, coordinating with internal IT and external partners when needed.
- Manage user access, roles, permissions, and security in alignment with internal controls and governance policies.
- Develop training materials, SOPs, and knowledge base documentation to improve user adoption and system understanding.
- Deliver end-user training for new hires and ongoing system updates.
- Identify opportunities for process optimization, automation, and system enhancement across sales and financial systems.
- Lead regression testing and validation during NetSuite releases and system updates.
- Participate in UAT for new features, enhancements, and integrations to ensure system stability and usability.
- Monitor system performance and user feedback to drive continuous improvement initiatives.
- Standardize processes across departments through documentation and automation.
- Partner closely with Sales, Customer Service, Operations, Supply Chain, Shipping, Finance, Accounting, and IT to support end-to-end business processes.
- Act as a liaison between business stakeholders and technical teams to ensure clear communication of requirements and solutions.
- Collaborate with third-party vendors and implementation partners to resolve system and integration issues.
- Build strong relationships across the organization to ensure systems effectively support operational and strategic goals.
- Bachelor’s degree in Information Systems, Business, Accounting, Supply Chain, Computer Science, or a related field preferred.
- Equivalent combination of relevant experience in NetSuite administration, ERP systems, or business systems support will be considered in lieu of a degree.
- 4+ years of hands-on experience administering and supporting NetSuite ERP in a business environment.
- Proven experience configuring and supporting NetSuite CPQ in a sales-driven, manufacturing, or distribution environment.
- NetSuite Certification (SuiteFoundation, Administrator, or SuiteCloud Developer) strongly preferred.
- Experience supporting complex ERP environments including multi-book, multi-currency, intercompany, and global operations.
- Experience managing end-to-end solution lifecycle activities including requirements gathering, functional design, testing (UAT), deployment, and post-go-live support.
- Experience supporting integration platforms such as Celigo or similar iPaaS tools (Boomi, MuleSoft, Workato, etc.).
- Experience with Shopify, Salesforce, and/or POS systems integrations with NetSuite strongly preferred.
- Manufacturing, distribution, consumer goods, or e-commerce industry experience preferred.
- Experience working in high-growth, multi-entity, or global organizations preferred.
- Strong expertise in NetSuite ERP administration, including SuiteFlow, saved searches, dashboards, forms, roles, permissions, and workflows.
- Experience with SuiteScript (including SuiteScript 2.x such as Suitelets, RESTlets, Map/Reduce, and User Events preferred).
- Strong proficiency in Microsoft Excel, including advanced data analysis, pivot tables, lookups, and reporting.
- Familiarity with SuiteCloud Development Framework (SDF) and managing SuiteApps preferred.
- Strong understanding of accounting and finance processes as they relate to ERP system functionality (GL, AP, intercompany, order-to-cash).
- Experience supporting AP automation tools (e.g., Bill Capture or similar platforms) preferred.
- Strong understanding of integration workflows, data mapping, APIs, and system-to-system data flows (CSV, XML, JSON).
- Experience building reports, dashboards, KPIs, and analytics using NetSuite SuiteAnalytics or similar BI tools.
- Basic understanding of JavaScript concepts as they relate to SuiteScript development preferred.
- Strong analytical and problem-solving skills with the ability to diagnose and resolve complex system issues.
- High attention to detail with strong documentation, organization, and process discipline.
- Ability to manage multiple priorities in a fast-paced, high-growth environment.
- Excellent communication skills with the ability to translate technical concepts into clear business language.
- Strong ownership mindset with a focus on system stability, scalability, and continuous improvement.
As part of our commitment to providing equal opportunities, we welcome and encourage individuals of all abilities to apply. The following outlines the core physical and cognitive functions typically required to perform this role. Reasonable accommodation(s) will be made to enable qualified individuals with disabilities to perform these essential functions.
Physical Requirements
- Ability to sit or stand for extended periods while working at a computer, configuring NetSuite, participating in virtual meetings, and supporting system monitoring and troubleshooting activities.
- Manual dexterity and hand-eye coordination to effectively use computers, keyboards, and standard office equipment for system administration and configuration tasks.
- Visual acuity to review detailed system configurations, workflows, reports, dashboards, transaction data, and integration logs across multiple applications and screens.
- Ability to occasionally move within an office environment for collaboration sessions, cross-functional meetings, training, and stakeholder workshops.
- Strong analytical and critical thinking skills to troubleshoot NetSuite CPQ, ERP, and integration-related issues and identify root causes across systems and workflows.
- Ability to prioritize and manage multiple requests simultaneously, balancing system enhancements, support tickets, project work, and business urgency.
- Strong problem-solving skills with the ability to design scalable solutions and recommend process improvements across sales, finance, and operational systems.
- Ability to interpret complex business and technical requirements and translate them into clear, actionable system configurations and solutions.
- Strong organizational skills and attention to detail when managing system configurations, data integrity, documentation, and release testing.
- Ability to maintain accuracy and focus when working with complex workflows, multi-step approvals, CPQ configurations, and integrated data sets.
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