Process 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. The Revenue Operations Quote to Cash Strategy and Operations team is responsible for operational aspects of the Sales Operations Quote to Cash space. The Process Analyst will have key responsibilities focused on provisioning service to Salesforce customers, supporting customer/case escalations, and perform operational initiatives. The role will report to the Manager of the Quote to Cash Strategy & Operations. Salesforce is a fast paced environment and we are looking for someone who can contribute immediately, manage multiple responsibilities and produce high quality work.

Requirements

2+ years of experience related to CPQ and Order Management Systems
Working knowledge of Microsoft Office and or Google Workspace apps
Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly
Ability to excel in a fast-paced environment, managing deadlines and delivering accuracy where adaptability is imperative
Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment
Strong attention to detail
Team-oriented
Demonstrate initiative and proactivity
Independent thinking with consideration of cross-functional and downstream impacts.
User experience with Salesforce platform

Nice To Haves

Working knowledge of Lucidchart

Responsibilities

Understand end-to-end provisioning/entitlements process and upstream and down stream impacts
Perform provisioning/entitlement monitoring reports and triage steps for timely delivery of Salesforce functionality
Respond to process & policy questions and cases, escalating issues as needed
Make decisions and resolve issues using knowledge, skills, and judgment
Execute recurring data updates accurately and timely
Identify and implement process improvements for accuracy and consistency
Audit processes to identify defects
Document and maintain a repository of Quote to Cash business rules and process flows