Senior Lead-to-Cash Consultant
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The Whole Group
Missoula, MT, US
Summary
Lead the delivery of lead-to-cash transformation projects for enterprise clients, focusing on quoting, pricing, and billing processes. Translate complex business requirements into scalable solution recommendations across ServiceNow and Logik.io platforms.
Job Description
Join The Whole Group – Shaping the Future of AI-Powered Business Transformation on ServiceNow
At The Whole Group, we are redefining what consulting looks like in an AI-powered world. Our mission is clear: drive customer and revenue transformation on ServiceNow by leveraging the next generation of agentic workflows and AI-powered enterprise solutions.
We operate on a next-generation consulting model—one that's built to break traditional norms and accelerate time to value. By partnering closely with ServiceNow’s leading platform and product teams, we design the fastest, most assured delivery models to generate real, measurable outcomes and strategic impact for modern, forward-thinking organizations.
Why Work With Us?
Enterprise AI at Your Fingertips:
Every consultant is equipped with cutting-edge AI tools to work smarter, faster, and more strategically.
Innovation and IP Creation:
We don’t just deliver; we create. Develop proprietary solutions, build new intellectual property, and help shape the future of AI-powered and agentic transformation for the enterprise.
Break the Mold:
We challenge the status quo every day—rethinking consulting models, accelerating value delivery, and embracing dynamic, fast-moving change.
Passion Meets Purpose:
Our team is a collective of passionate ServiceNow experts driven to make a lasting impact. We run fast, think boldly, and build diverse teams to power the future of work.
Senior Lead-to-Cash Consultant
The Whole Group (TWG) is seeking a Senior Lead-to-Cash Consultant to support client transformation initiatives in a remote, U.S.-based role. This consultant will help clients improve and modernize the full lead-to-cash lifecycle, including quoting, pricing, configuration, billing, and revenue operations processes.
We're specifically looking for consultants with hands-on Logik.io experience, combined with strong Salesforce Revenue Cloud, CPQ, or Billing backgrounds and deep lead-to-cash domain expertise. This is not a cross-training role — candidates must already be able to operate in Logik.io on day one.
Responsibilities
- Support delivery of lead-to-cash transformation projects for enterprise clients
- Work with stakeholders to understand business requirements across quoting, pricing, configuration, billing, and revenue operations
- Translate business needs into scalable process and solution recommendations
- Contribute to implementation and transformation efforts across client engagements
- Partner with internal and client teams to drive execution in active delivery environments
- Communicate clearly with stakeholders, delivery teams, and leadership
- Apply domain expertise across Logik.io and related platforms in live client environments
Required Qualifications
- Hands-on experience with Logik.io — required, not optional
- Strong, hands-on experience with Salesforce Revenue Cloud (RCA/ARM), Salesforce CPQ, or Salesforce Billing
- Deep understanding of lead-to-cash business processes, including quoting, pricing, configuration, billing, and revenue lifecycle workflows
- Client-facing consulting experience in enterprise environments
- Ability to gather requirements and support solution delivery
- Strong communication and stakeholder management skills
- Must be authorized to work in the United States without current or future sponsorship
Nice-to-Have Qualifications
- Familiarity with ServiceNow
- Experience with Oracle BigMachines or other legacy CPQ platforms
- Experience in complex enterprise transformation or implementation programs
- Ability to work across both business process and technology discussions
Ideal Candidate
The ideal candidate is a senior Logik.io consultant with strong Salesforce Revenue Cloud/CPQ background, who understands the business problems behind lead-to-cash transformation and communicates well with stakeholders.
What We Offer
- Direct access to the latest ServiceNow innovations, including Agentic AI and Now Assist capabilities.
- A delivery model built for speed — where your work ships, has visible impact, and is recognized.
- A team that takes quality seriously and gives you the tools and runway to raise it.
- Competitive salary, comprehensive benefits, and dedicated support for professional development and certifications.
- The opportunity to build — templates, frameworks, and processes that outlast any single engagement.
We love ServiceNow—their innovation velocity, product vision, and their unwavering commitment to “one platform” excellence—and we chose to focus on it for one reason: it’s where transformation happens.
Join us and help create the future of enterprise consulting.
The Whole Group is your path to AI-powered business transformation.
Transform your business into an AI-powered competitive advantage in just 90 days. While others debate AI strategy, we build working agentic solutions that deliver measurable results fast.
We help global enterprises reimagine growth, revenue, and service by deploying agentic workflows that deliver outcomes in weeks, not years. Our focus goes beyond automation, we design frameworks and solutions that anticipate, optimize, and scale operations across the customer, revenue, and finance lifecycle. With AI as the driver and ServiceNow as a key platform, we enable enterprises to unlock new business models and stay ahead of change.
What We Do
We provide AI frameworks, workflows, and consulting services to rapidly deploy agentic CRM, Lead-to-Cash, and Business Services. Our proven approach doesn’t just automate, it anticipates, optimizes, and scales operations.
At the core is DeployNow, our composable deployment framework that ensures rapid adoption, minimal technical debt, and a clear path to measurable ROI.
Our Advantage
Lightning-fast execution: 90-day deployments vs. 12–18 month traditional timelines
Agentic business models: Proprietary AI capabilities competitors cannot replicate
Enterprise-grade reliability: Built on Anthropic AI and ServiceNow platforms
Guaranteed ROI: Real results, not just incremental improvementsWith global hubs in the US and Europe and a culture built around continuous growth,
The Whole Group is scaling the next generation of AI-first consultants and builders. We are here to help you transform your business into an AI-powered competitive advantage.
Founded
2022
Company size
51-200 employees
Industry
Business Consulting and Services
Org type
Privately Held
Headquarters
Missoula, Montana
The Whole Group is your path to AI-powered business transformation.
Transform your business into an AI-powered competitive advantage in just 90 days. While others debate AI strategy, we build working agentic solutions that deliver measurable results fast.
We help global enterprises reimagine growth, revenue, and service by deploying agentic workflows that deliver outcomes in weeks, not years. Our focus goes beyond automation, we design frameworks and solutions that anticipate, optimize, and scale operations across the customer, revenue, and finance lifecycle. With AI as the driver and ServiceNow as a key platform, we enable enterprises to unlock new business models and stay ahead of change.
What We Do
We provide AI frameworks, workflows, and consulting services to rapidly deploy agentic CRM, Lead-to-Cash, and Business Services. Our proven approach doesn’t just automate, it anticipates, optimizes, and scales operations.
At the core is DeployNow, our composable deployment framework that ensures rapid adoption, minimal technical debt, and a clear path to measurable ROI.
Our Advantage
Lightning-fast execution: 90-day deployments vs. 12–18 month traditional timelines
Agentic business models: Proprietary AI capabilities competitors cannot replicate
Enterprise-grade reliability: Built on Anthropic AI and ServiceNow platforms
Guaranteed ROI: Real results, not just incremental improvementsWith global hubs in the US and Europe and a culture built around continuous growth,
The Whole Group is scaling the next generation of AI-first consultants and builders. We are here to help you transform your business into an AI-powered competitive advantage.
Founded
2022
Company size
51-200 employees
Industry
Business Consulting and Services
Org type
Privately Held
Headquarters
Missoula, Montana