Business Analyst, Quote to Cash Strategy and Operations

Salesforce•Indianapolis, IN

About The Position

About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. Position Description: The Revenue Operations Quote to Cash Systems and Enhancement team is responsible for operational aspects of the Sales Operations Q2C space, work with the Business Technology (BT) team on prioritization of the features and enhancements/bug fixes and ensure requests pass business requirements through User Acceptance Testing. The Business Analyst will have diverse responsibilities focused on technology and system implementations, as well as process analysis, supporting key business and operational initiatives, among other critical activities. The role will support a few different varying responsibilities within the team and report to the Manager of the Quote to Cash Systems and Enhancement Team.

Requirements

Professional Business Analyst experience, or focus in project/program management.
Understanding of RevOps/ SalesOps functional disciplines.
Proficient in Google Suite Products (Sheets [Formulas, Pivot Tables] , Slides, etc.)
Understanding of systems analysis, including root cause analysis and other process modeling and systems design methodologies
Project management skills.
Excellent written and verbal communication skills
Ability to multi-task and perform effectively in a fast-paced environment.
Ability to think independently and consider cross-functional and downstream impacts.
Problem-solving mindset with the ability to troubleshoot data discrepancies and reporting issues.

Nice To Haves

Advanced Knowledge of Business Systems - Salesforce.com (certification a plus), CPQ, contract management, system error bug triage
Experience with Data Loader/SOQL

Responsibilities

Support systems-related Sales Ops/Q2C escalations as a trusted SME and work in direct partnership with BT
Measure and document business results achieved through solution implementation
Advise the business on best practices and available tools to manage business processes and other strategic initiatives
Identify areas of improvement to increase accuracy, completeness and/or consistency and implement solutions in process, policy, and overall operations of the RevOps function
Generate custom reports based on business needs, ensuring accurate data and filtering
Leverage and monitor reports to audit and fix transactional data
Analyze report data to identify trends, opportunities, and areas of concern, providing actionable insights to key stakeholders.
Survey and analyze best practices for techniques and processes
Gather and provide business requirements, working with many different business teams across the company that leverage the Salesforce objects we support
Complete User Acceptance Testing for BT Q2C deployments, ensuring that any potential impacts are considered
Learn during implementation of new tools/system updates, becoming a Subject Matter Expert (SME) in its functionality and best practices while providing feedback related to current business needs
Write, update, and maintain detailed knowledge articles to ensure accurate, up-to-date information is available to all users.
Work closely with cross-functional teams to provide guidance and background on prioritization, offering suggestions for ranking based on business needs and objectives.
Effectively communicate the business impact of requests and initiatives to the BT team, ensuring alignment on priorities and expectations.