Peoplesoft Sales SME

ROLE OVERVIEW • Act as the PeopleSoft Sales domain Subject Matter Expert (SME) for the data platform modernization program. • Provide deep functional and technical knowledge of PeopleSoft Order Management, Billing, Pricing, Contracts, and related Sales modules. • Drive source-to-target mapping from PeopleSoft Sales tables to the canonical enterprise data model for Sales 360 data products. • Collaborate with business SMEs (Sales VPs, Directors, Territory Managers) to validate business rules, KPIs, and reporting logic. • Support the data engineering team in building accurate, high-quality data pipelines from PeopleSoft Sales modules into the GCP data lake. KEY RESPONSIBILITIES 1. PeopleSoft Functional & Technical Expertise • Provide end-to-end functional expertise across PeopleSoft Order Management, Billing, Pricing, Contracts, Customer Management, and related Sales modules. • Explain PeopleSoft Sales module configurations, setups, business processes, and transaction flows in the context of specific implementation. • Identify and document PeopleSoft customizations, bolt-Ons, and extensions that impact Sales data structures and business logic. • Map PeopleSoft Sales transactions end-to-end — from order entry through fulfilment, billing, invoicing, and revenue recognition. • Articulate how -specific business rules (territory assignments, pricing tiers, distributor hierarchies, warranty/guarantee logic) are implemented in PeopleSoft. 2. Enterprise Data Modelling & Source-to-Target Mapping • Lead source-to-target mapping (STM) for PeopleSoft Sales tables to the canonical Sales 360 enterprise data model. • Document PeopleSoft record definitions, field structures, translate/prompt tables, tree structures, and SetID-based configurations for Sales modules. • Identify primary keys, foreign keys, join conditions, and cardinality across PeopleSoft Sales tables. • Define data dictionaries and business glossaries for all Sales-related PeopleSoft fields being mapped to the data lake. • Collaborate with the Enterprise Data Model (EDM) team to validate entity relationships, resolve naming conflicts, and ensure source-agnostic harmonization. 3. Data Product Design & Validation • Support the design and validation of 57 Sales 360 data products — including Orders, Pricing, Territory, Warranty Claims, Sales Hierarchy, Contractor Certifications, and Leads. • Validate transformation logic, business rules, and calculated fields as PeopleSoft Sales data moves through Raw → Transform → DaaP layers. • Perform source-to-target reconciliation to ensure data completeness, accuracy, and consistency between PeopleSoft source and data lake targets. • Support UAT by providing expected results, test scenarios, and validation criteria based on PeopleSoft Sales business logic. • Define data quality rules (null checks, referential integrity, value range validation) specific to PeopleSoft Sales datasets. 4. Cross-System Harmonization • Collaborate on the PeopleSoft-to-SAP S/4HANA data merge strategy for Sales entities — defining which source masters each field, handling ID crosswalks, and resolving conflicting business rules. • Support harmonization of Sales data across PeopleSoft, SAP, and Salesforce CRM into a unified canonical model. • Map PeopleSoft Sales hierarchies (territory, customer, product) to the enterprise-wide hierarchy model. • Support Salesforce Data Cloud integration readiness by mapping PeopleSoft CRM-adjacent data (Leads, Contacts, Opportunities) to Salesforce object models. 5. AI Tools & Modern Discovery • Leverage AI-powered tools (e.g., GitHub Copilot, ChatGPT, Claude, Gemini, or similar) to accelerate discovery of PeopleSoft configurations, customizations, and data flows. • Use AI tools to reverse-engineer undocumented PeopleSoft implementations — including stored procedures, SQR programs, Application Engine logic, PeopleCode, and integration points. • Apply AI-assisted techniques for automated documentation generation, code analysis, and schema discovery to reduce manual investigation time. • Proactively explore how AI can accelerate source-to-target mapping, data profiling, and anomaly detection across PeopleSoft datasets. 6. Stakeholder Engagement & Communication • Interface directly with leadership — including VPs, Directors, and Senior Managers — to gather requirements, validate business rules, and present findings. • Translate complex PeopleSoft technical concepts into business-friendly language for non-technical stakeholders. • Participate in solution forums, design reviews, sprint demos, and steering committee meetings as the domain authority. • Collaborate with Kloud9 data engineers, data architects, data analysts, and QA teams to ensure accurate implementation of PeopleSoft business logic in the new data lake. • Produce clear, comprehensive documentation — including functional specification documents (FSDs), data dictionaries, business glossaries, and entity relationship diagrams (ERDs). DOMAIN-SPECIFIC PEOPLESOFT KNOWLEDGE REQUIRED The candidate must demonstrate deep, hands-on expertise in the following PeopleSoft Sales areas: Order Management & Fulfilment • PeopleSoft Order Management module — sales orders, order types, order lines, order status lifecycle, order holds, and fulfilment processing. • Tables: PS_ORD_HEADER, PS_ORD_LINE, PS_ORD_SCHEDULE, PS_ORD_LINE_SHIP, PS_DEMAND_INF and related order tables. • Order-to-cash (O2C) process flow — from order capture through picking, shipping, delivery, and invoice generation. • Backlog management, available-to-promise (ATP), and delivery scheduling logic. Billing & Invoicing • PeopleSoft Billing module — billing plans, bill headers, bill lines, invoice generation, pro-forma billing, and credit/debit memos. • Tables: PS_BI_HDR, PS_BI_LINE, PS_BI_LINE_DST, PS_PENDING_ITEM, and related billing/AR tables. • Integration between Order Management and Billing — how fulfilled orders trigger billing events. • Revenue recognition rules and their implementation in PeopleSoft. Pricing & Contracts • PeopleSoft Pricing module — price lists, price rules, price adjustments, promotions, and buying agreements. • Tables: PS_PRICE_LIST_HDR, PS_PRICE_LIST_DTL, PS_PRICE_RULE, PS_BUYING_AGR_HDR, PS_BUYING_AGR_LN. • Contract management — contract headers, lines, terms, renewal logic, and pricing overrides. • Standard pricing vs. negotiated pricing vs. rebate structures as configured in PeopleSoft. Customer & Territory Management • PeopleSoft Customer module — customer master, customer groups, ship-to/bill-to hierarchies, customer contacts. • Tables: PS_CUSTOMER, PS_CUST_ADDRESS, PS_CUST_OPTION, PS_CUST_GRP_DTL and related customer tables. • Territory management — territory definitions, territory-to-customer assignments, sales rep assignments. • Distributor and contractor hierarchies, certification tracking, and rewards/loyalty program data structures. Sales Reporting & Analytics • PeopleSoft query structures and reporting trees used for Sales analytics — sales by territory, product, customer, and region. • Sales backlog reporting, daily order intake, shipment tracking, and sales pipeline data structures. • Warranty claims and guarantee data — claims history, validity periods, processing status, and related historical tables. • Integration points with external systems — market share feeds (ARMA, SPRI, RCMA), weather data, storm data, and distributor POS feeds. MANDATORY REQUIREMENTS • 12–15 years of hands-on PeopleSoft experience with deep expertise in the Sales domain. • Extensive knowledge of PeopleSoft schemas, record definitions, field structures, tree structures, and table relationships for Sales modules. • Experience with PeopleSoft query tools, SQR reporting, Application Engine, PeopleCode, Component Interfaces, and Integration Broker. • Proven track record working on large-scale data migration, data lake, or data warehouse projects involving PeopleSoft as a source system. • Hands-on experience with PeopleSoft data extraction — including full snapshots, incremental/delta extracts, and Change Data Capture (CDC) patterns. • Ability to work with US Eastern Time (EST/EDT) for real-time collaboration with stakeholders. • Excellent verbal and written communication skills with demonstrated ability to interact with senior leadership (VP/Director level) and explain technical concepts clearly. • Experience with source-to-target mapping (STM), data dictionary creation, and business rule documentation. PREFERRED QUALIFICATIONS • Experience using AI tools (GitHub Copilot, ChatGPT, Claude, Gemini, or similar) to accelerate discovery, documentation, or code analysis. • Familiarity with cloud-based data platforms — Google Cloud Platform (BigQuery, Cloud Data Fusion, Dataform, Cloud Composer) or equivalent. • Experience working in Agile/Scrum delivery models with sprint-based delivery. • Exposure to SAP S/4HANA or Salesforce data models — helpful for cross-system harmonization and canonical data model design. • Experience in manufacturing, building materials, or industrial sectors. • PeopleSoft certifications or Oracle certifications in relevant modules. • Experience with data governance frameworks, data cataloging, and data quality tooling. • Familiarity with SQL, Python, or PySpark for data profiling and validation. TOOLS & TECHNOLOGIES ECOSYSTEM • PeopleSoft: People Tools, Application Designer, People Code, Application Engine, SQR, Query, Integration Broker, Component Interfaces. • Cloud Platform: Google Cloud Platform (BigQuery, Cloud Data Fusion, Cloud Composer, Dataform, Pub/Sub, Cloud Functions). • Data Integration: CDC (Change Data Capture), DataStream, batch/streaming ingestion patterns. • Collaboration: JIRA, Confluence, Lucid chart, Google Workspace. • AI Tools: GitHub Copilot, ChatGPT, Claude, Gemini, or equivalent AI-assisted development and discovery tools. • Data Quality:

Work arrangement
Yes