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Salesforce, Inc..

Business Analyst, Quote to Cash Strategy and Operations

Salesforce, Inc.., Indianapolis, Indiana, us, 46262

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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.

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.

Required Skills/Experience

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.

Desired Skills/Experience

Advanced Knowledge of Business Systems - Salesforce.com (certification a plus), CPQ, contract management, system error bug triage

Experience with Data Loader/SOQL

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