Salesforce
Process Analyst Quote to Cash Strategy and Operations
Salesforce, Indianapolis, Indiana, us, 46262
Process Analyst Quote to Cash Strategy and Operations
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Process Analyst Quote to Cash Strategy and Operations
role at
Salesforce
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 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.
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 focus on provisioning service to Salesforce customers, supporting customer/case escalations, and performing operational initiatives. The role reports to the Manager of the Quote to Cash Strategy & Operations. Salesforce is a fast‑paced environment, and we want someone who can contribute immediately, manage multiple responsibilities, and produce high‑quality work.
Responsibilities
Understand end‑to‑end provisioning/entitlements process and upstream and downstream 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
Required Skills / Experience
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 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
Desired Skills / Experience
Working knowledge of Lucidchart
Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.
Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement Salesforce is an equal‑opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. We believe in equality for all and lead the path to inclusion by creating a workplace that’s inclusive and free from discrimination. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or any other classifications protected by law. This policy applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit.
In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time‑off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock‑purchasing program. More details about company benefits can be found at
https://www.salesforcebenefits.com .
Seniority level
Not Applicable
Employment type
Full‑time
Job function
Management and Manufacturing
Industries: Software Development, IT Services and IT Consulting, and Technology, Information and Internet
Referrals increase your chances of interviewing at Salesforce by 2x
Sign in to set job alerts for “Process Analyst” roles
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Process Analyst Quote to Cash Strategy and Operations
role at
Salesforce
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 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.
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 focus on provisioning service to Salesforce customers, supporting customer/case escalations, and performing operational initiatives. The role reports to the Manager of the Quote to Cash Strategy & Operations. Salesforce is a fast‑paced environment, and we want someone who can contribute immediately, manage multiple responsibilities, and produce high‑quality work.
Responsibilities
Understand end‑to‑end provisioning/entitlements process and upstream and downstream 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
Required Skills / Experience
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 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
Desired Skills / Experience
Working knowledge of Lucidchart
Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.
Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement Salesforce is an equal‑opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. We believe in equality for all and lead the path to inclusion by creating a workplace that’s inclusive and free from discrimination. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or any other classifications protected by law. This policy applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit.
In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time‑off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock‑purchasing program. More details about company benefits can be found at
https://www.salesforcebenefits.com .
Seniority level
Not Applicable
Employment type
Full‑time
Job function
Management and Manufacturing
Industries: Software Development, IT Services and IT Consulting, and Technology, Information and Internet
Referrals increase your chances of interviewing at Salesforce by 2x
Sign in to set job alerts for “Process Analyst” roles
#J-18808-Ljbffr