Platform & CPQ Architect
Resume:
Idris RAMISE EDWARDS
Enterprise CPQ and CRM Architect with Over 10 years of experience designing and leading complex quote-to- cash and quote-to-revenue (ARM) implementations and enterprise integrations across Salesforce and ERP ecosystems. Proven expertise in Advanced Revenue Management (ARM), Agentforce Revenue Management, CPQ and PIM/PLM integrations, with a strong focus on API-driven architecture, middleware integrations, and scalable system design using REST/SOAP services and secure data exchange patterns. Hands-on leader with deep Senior Salesforce Administration experience, overseeing platform governance, security architecture, automation strategy, and complex CPQ configurations. EDUCATION
• Higher National Diploma, Accounting - University of West London, London, UK
• General National Vocational Qualification, Business Advance - North East Surrey College of Technology, Ewell, UK
CERTIFICATIONS
• Salesforce Certified Platform Application Architect
• Salesforce Certified Platform Development Lifecycle & Deployment Architect
• Salesforce Certified Platform Intergration Architect
• Salesforce Certified Platform Data Architect
• Salesforce Certified Platform Sharing & Visibility Architect
• Salesforce Certified Platform Administrator II
• Salesforce Certified Platform Administrator
• Salesforce Certified Platform Developer 1
• Salesforce Certified Platform App Builder
• Salesforce Certified Experience Cloud Consultant
• Salesforce Certified Revenue Cloud Consultant
• Salesforce Certified CPQ Administrator
• Salesforce Certified Agentforce Specialist
TECHNICAL SKILLS
Salesforce: (Classic, Lightning, Sales & Service Cloud, Experience Cloud, CPQ, Agentforce, Data Architecture)
Tools: Apex Development: (Apex Triggers (handler pattern), Apex Classes, Utility Classes, Invocable Methods, Queueable Apex, Batch Apex, Apex Test Classes, SOQL optimization, governor limit management) Copado, Change Sets, Mulesoft, VS Code, Github, SQL, SOQL, SOSL, Postman, SAP Hana, QuickBooks, Microsoft Office Suite (Excel, Word, PowerPoint)
EXPERIENCE
Gulp Digital Ltd November 2025
Platform & CPQ Architect
Responsibilities:
• Designed and governed API-driven CPQ integrations using REST and SOAP services to ensure resilient data synchronization.
• Defined architectures leveraging middleware and event-driven processing for high-volume transactional environments.
• Led complex end-to-end CPQ implementations including advanced product modeling, pricing engines, discount structures, approval hierarchies, guided selling frameworks, and automated quote generation.
• Architected ERP connectivity for pricing validation, order orchestration, invoicing, and financial reconciliation workflows.
• Architected secure identity and access management frameworks utilizing SSO, OAuth 2.0, SAML, and MFA.
• Established enterprise data governance, data integrity standards, and Master Data Management (MDM) alignment across CRM and ERP domains.
• Directed full system lifecycle management including architecture roadmaps, CI/CD governance, regression testing strategy, deployment controls, and environment strategy.
• Partnered with executive leadership to align CPQ and CRM architecture with digital transformation and revenue growth initiatives.
• Implemented integration monitoring, logging, exception handling, and API performance optimization frameworks to ensure operational stability.
• Mentored administrators and developers, establishing architectural standards, design principles, and governance frameworks across the platform.
• Led architecture review boards and technical design sessions to ensure scalability, compliance, and security alignment.
• Strong hands-on experience with Salesforce Revenue Cloud Advanced (RCA), supporting scalable Quote- to-Revenue lifecycle implementations.
• Architected and implemented Advanced Revenue Management (ARM) solutions integrated with Product Information Management (PIM) systems to centralize complex product data and ensure revenue recognition compliance.
• Orchestrated the integration of Product Lifecycle Management (PLM) workflows with Salesforce Revenue Cloud to streamline the transition from product engineering to active sales catalogs.
• Designed specialized ARM quoting solutions that automate multi-element arrangements and fair value pricing for enterprise-scale contracts.
• Led end-to-end implementations including subscription-based models, renewals, amendments, and usage- based billing.
• Designed and configured advanced pricing rules, discount schedules, and pricing strategies aligned with complex business requirements.
• Built and maintained product catalogs, bundles, attributes, and configuration rules using declarative tools.
• Experience configuring subscription-based business models, renewals, amendments, and usage-based billing scenarios.
• Supported automated order creation and order lifecycle management from approved quotes.
• Configured billing models including recurring, milestone, and consumption-based pricing structures.
• Collaborated with sales, finance, and operations teams to align Revenue Cloud solutions with revenue recognition and billing processes.
• Worked with transaction management and transaction line editor to manage post-quote adjustments.
• Pioneered ARM (Agentforce Revenue Management) by deploying autonomous agents to monitor contract health and proactively trigger renewal workflows.
W. Gomas Capital, Sales & Investment - New Jersey December 2022 – November 2025 Architect & Salesforce CPQ Administrator
Responsibilities:
• Designed and implemented custom Salesforce objects, fields, workflows, and validation rules to automate key business processes, resulting in a 15% reduction in manual data entry.
• Managed user roles, profiles, and permission sets to ensure data security and compliance, reducing the risk of unauthorized access by 50%.
• Proactively performed system maintenance tasks, including data cleanup, duplicate removal, and security configuration, resulting in a 10% improvement in system performance.
• Developed record-triggered and auto-launched Flows to automate lead qualification and opportunity stages, increasing sales conversion
• Created and maintained documentation, including process flows, system diagrams, and training materials for end-users.
• Developed and optimized SQL queries to perform CRUD operations on a large dataset, improving data retrieval speed by twenty percent and ensuring data integrity.
• Support end-users by troubleshooting issues, providing technical guidance, and delivering training sessions as needed on Salesforce best practices and system functionality
• Participate in the development and implementation of new Salesforce features and functionality.
• Facilitate the adoption of native Salesforce functionality by partnering with different departments and customizing to meet their needs.
• Develop and maintain low code automation processes using Salesforce tools, such as Process Builder and Flow to streamline business processes.
• Design and implement customized forms application for users.
• Gather requirements and craft them into solutions for the business.
• Supported third party integrations
• Led the software update testing process, including developing test plans, creating test cases, establishing testing protocols, and coordinating testing environments. Successfully managed software updates with zero critical post-implementation bugs.
• Configured complex product bundles, pricing rules, and discount schedules, resulting in a 50% increase in quote generation efficiency.Monitor system performance and troubleshoot technical issues to ensure optimal operation and execution.
• Designed Al-driven prompt templates and integrated Agentforce with Flows to automate case handling and reduce agent workload.
• Managed Agentforce user security, including role-based access control (RBAC), permission sets, and security policies to ensure compliance and data protection.
• Built Apex triggers (handler pattern), utility classes, and Queueable/Batch Apex to extend automation and manage governor limits.
• Developed Invocable Apex methods to integrate Apex logic with Salesforce Flows.
• Wrote and maintained Apex test classes, ensuring required code coverage for deployments.
• Reviewed debug logs and optimized SOQL queries to improve execution efficiency.
• Strong hands-on experience with Salesforce Revenue Cloud Advanced (RCA), supporting scalable Quote- to-Revenue lifecycle implementations.
• Implemented end-to-end Quote-to-Revenue (Q2R) processes including product configuration, pricing, quoting, contracting, and order management.
• Designed and configured advanced pricing rules, discount schedules, and pricing strategies aligned with complex business requirements.
• Built and maintained product catalogs, bundles, attributes, and configuration rules using declarative tools.
• Experience configuring subscription-based business models, renewals, amendments, and usage-based billing scenarios.
• Supported automated order creation and order lifecycle management from approved quotes.
• Configured billing models including recurring, milestone, and consumption-based pricing structures.
• Collaborated with sales, finance, and operations teams to align Revenue Cloud solutions with revenue recognition and billing processes.
• Worked with transaction management and transaction line editor to manage post-quote adjustments.
• Led the design of Advanced Revenue Management (ARM) frameworks to align subscription-based billing models with automated revenue forecasting.
• Collaborated on the synchronization of PIM and PLM data to reduce quote errors and ensure that sales teams always access the most current product configurations.
• Configured advanced ARM quoting templates to handle complex discount schedules and usage-based pricing scenarios.
• Developed AI-driven prompt templates for Agentforce Revenue Management to automate case handling for post-quote adjustments and invoice queries.
Zoics Solutions, IT Consultants – Maryland November 2021 - November 2022 Salesforce & CPQ Administrator (Team Leader)
Responsibilities:
• Handled daily administration, including user setups, profiles, roles, and object-level customizations.
• Created and managed both internal and Experience Cloud users, ensuring proper access via sharing rules and security settings.
• Assisted with third-party application integrations and client portal integrations using API configurations and secure data flows.
• Performed regular data backups and maintained system integrity in compliance with governance and security standards.
• Supported new Salesforce releases through testing, bug reporting, and smooth deployment processes.
• Acted as the primary point of contact for Sales and Service Cloud users, resolving issues and providing timely support across teams.
• Reduced case resolution time by 20% through proactive ticket management and effective troubleshooting
• Supported the Sales team by qualifying leads and delivering recurring and ad hoc reports for pipeline forecasts and performance insights.
• Designed and managed branded client portals to boost engagement and collaboration.
• Customized site templates, navigation, and Lightning components to align portals with business goals.
• Configured Service Cloud features like case management and knowledge articles to improve self-service support capabilities.
• Supported Experience Builder, CMS, and Salesforce Content Management to deliver structured and accessible content.
• Implemented secure authentication models using login flows, SSO, and multi-factor authentication to protect client data.
• Developed and maintained reports and dashboards to monitor sales performance, data quality, and platform usage
• Ensured data accuracy through continuous audits and monitoring tools, driving actionable business insights and adoption
• Designed, developed, and managed branded client portals using Experience Cloud to boost client engagement and collaboration.
• Customized site templates, navigation, and Lightning components to align portals with business goals
• Configured Service Cloud features like case management and knowledge articles to improve self-service support capabilities.
• Supported Experience Builder, CMS, and Salesforce Content Management to deliver structured and accessible content.
• Implemented secure authentication models using login flows, SSO, and multi-factor authentication to protect client data.
• Collaborated with cross-functional teams to gather requirements, document specifications, and deliver scalable enhancements.
• Supported third party integrations
• Monitored platform adoption and usage trends, recommending relevant feature enhancements based on new Salesforce releases.
• Maintained complex product bundles and pricing logic while collaborating with cross-functional teams on quote-to-cash automation.
• Developed and customized quote templates, approval workflows, and guided selling paths to streamline the sales process.
• Collaborated with cross-functional teams to enhance quote-to-cash automation and improve data accuracy between CPQ and ERP systems.
• Supported deployment of CPQ enhancements, including regression testing and documentation.
• Acted as the admin–developer bridge, translating business requirements into Apex-ready technical specifications.
• Assisted with development and maintenance of Apex classes and triggers supporting Sales, Service, and Experience Cloud functionality.
• Supported Apex-enhanced CPQ logic, including validations, approval enforcement, and quote processing rules.
• Assisted with Apex controllers and controller extensions for Lightning components and Experience Cloud pages.
• Troubleshot Apex issues using debug logs, test executions, and SOQL analysis.
• Supported Apex-based integrations, including REST callouts, data mapping, and error handling. Ellison Charles Ltd – Investments- Delaware October 2019 - October 2021 Senior Business Analyst, Salesforce & CPQ Administrator Responsibilities:
• Prepared and maintained accurate budgets and forecasts for four business units, including the Australia division, resulting in a 3% reduction in budget variances.
• Worked with workflow automation coders to ensure deliverable timelines were met and projects continued to move forward.
• Provided support in testing and implementing changes to enhance workflow efficiency.
• Collaborated with workflow automation coders to ensure on-time delivery of projects, successfully launching workflow automation initiatives within budget and schedule.
• Served as the translator between business leaders and developers to ensure project delivery.
• Analyzed existing workflows and recommend improvements for enhanced efficiency.
• Performed analysis of the business goals, objectives and needs of the business environment for appropriate segment, division, group or line of business.
• Provided coaching and/or guidance to less experienced Business Analysts.
• Lead functional and technical grooming sessions, gain approvals for requirements and manage changes through the application of standard control processes and tools.
• Reviewed end of sprint testing for completed user stories and log issues.
• Acted as the primary point of contact for Salesforce CRM tool.
• Administration and support of Salesforce Supported the Sales team, qualifying sales leads on Salesforce and run the sales report to help with recurring and one-time forecasts.
• Created reports, dashboards, and processes to continuously monitor data quality and integrity
• Collaborated with external technical team to design solutions for organizational needs and requirements.
• Managed daily Salesforce platform administration role including user setups, profiles, permissions, and customizations of objects, fields, record types, page layouts.
• Configured and maintained complex product bundles, pricing logic, and discount structures using Salesforce CPQ.
• Developed and customized quote templates, approval workflows, and guided selling paths.
• Collaborated with cross-functional teams to enhance quote-to-cash automation and improve data accuracy between CPQ and ERP systems.
• Supported deployment of CPQ enhancements, including regression testing and documentation. Elsa & Co Accounting Ltd, Business Management – London, UK April 2015 – October 2019 Senior Business Analyst & Salesforce Admin
Responsibilities:
• Identified business processes for automation, resulting in a 7% decrease in operational expenses.Analyzed reports and drew comparisons to industry and company benchmarks, trends, and prepared cost analyses.
• Prepared spreadsheets for data analysis; prepared reports with charts and graphs, mailing lists, maps and ad hoc requests.
• Provided recommendations based on findings and analyses.
• Provided input to the definition and measurement of key performance indicators.
• Developed, supported, and improved business scorecards and presentations.
• Documented business application process flows; identified and recommended improvement opportunities.
• Examined business processes to identify those that could be eliminated, automated, or made more effective using technology.
• Participated in Integration and Functional testing, User Acceptance Testing (UAT) to facilitate efficient delivery of IT projects.
• Managed daily Salesforce platform junior administration roles and collaborated with stakeholders on data integrity.
• Configured and customized Financial Services Cloud to manage comprehensive Client Profiles, including the setup of Financial Accounts, Holdings, and Financial Goals to provide a 360-degree view of the client's wealth.
• Leveraged the FSC Relationship Map to define complex household structures and business group hierarchies, facilitating better visibility into multi-generational wealth and corporate affiliations.
• Designed and deployed ARC components to visualize client relationships and related financial records, improving the efficiency of advisors in navigating complex financial data.
• Established data governance protocols specifically for financial services, ensuring all client interactions and financial data met industry compliance standards and KYC (Know Your Customer) requirements.
• Developed automated workflows using Salesforce Flow to streamline core financial processes such as client onboarding, lead-to-referral tracking, and financial account opening, reducing operational overhead by 7%.
• Created specialized FSC dashboards and reports to track Assets Under Management (AUM), wallet share, and advisor productivity metrics to drive actionable business insights.
• Led the functional and User Acceptance Testing (UAT) for integrations between Salesforce FSC and external accounting or portfolio management systems to ensure data accuracy across the ecosystem Alomo Consulting, Law Firm – London, UK May 2012 - March 2015 Account Manager & Jr Salesforce Admin
Responsibilities:
• Managed a portfolio of fifty key accounts, consistently exceeding revenue targets by an average of 10% annually through proactive relationship management and strategic upselling
• Provided hands-on management with account relationships to ensure the needs of the customer are met, upcoming opportunities are realized and communicated effectively within the internal team.
• Managed account for performance and profitability per budget and company goals.
• Anticipated customer needs and proactively address those needs.
• Prepared and hold regular business reviews and planning meetings with customers.
• Led and supported the renewal strategy development, packaging, presentation and negotiation activities to retain and grow profitable existing business.
• Conducted pre-renewal internal strategy meetings to discuss customer issues, problems, needs, opportunities, competitive threats and alternatives to be proposed.
• Discussed customer issues affecting the cost-of-service delivery and margin and identify creative solutions to those issues.
• Presented clients with a comprehensive, professional and compelling renewal package.
• Interpreted financial data and provide input on pricing.
• Designed, developed, and managed branded client portals using Experience Cloud to boost client engagement and collaboration.
• Prepared necessary data, reports, and courses of action in managing and renewing clients.
• Generated client billing and invoices and routed approval as necessary.
• Managed invoicing documents and customer relations relating to billing and invoice queries
• Managed daily Salesforce platform Junior administration role of the including user setups, profiles, permissions, and customizations of objects, fields, record types, page layouts.
• configuration tasks across Salesforce Sales and Service Clouds, ensuring efficient platform use for internal and external teams.
• Collaborated with stakeholders to maintain data integrity and enforce governance policies. Upper11 Worldwide Music LLC – Record, Beverly Hills May 2009 - March 2012 Artist Manager
Responsibilities:
• Developed and executed strategic plans for artist development, including securing representation with top- tier booking agencies, establishing key industry connections, and guiding marketing efforts, resulting in a 40% increase in artist's social media following and 50% number of successful tour bookings.
• Help artists with their day-to-day business affairs, such as booking gigs, planning tours, and managing promotional requests
• Create strategies to promote the artist and their work
• Help plan and orchestrate album projects and record releases
• Act as the artist's representative at events, photo shoots, and TV shoots
• Supported all account management activities related to multiple key accounts and relationship growth for Artist and Business.
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