Sr. Analyst, Quote to Cash Innovation

Posted 5 Days Ago
Be an Early Applicant
6 Locations
93K-140K Annually
Senior level
Cloud • Software
If you’re ready to build your future — and the future of technology — then you’re in the right place.
The Role
The Sr. Analyst for Quote to Cash Innovation will focus on gathering technical requirements and documenting processes related to approval workflows while collaborating with business users. The role entails conducting data analysis, supporting UAT, and improving workflows within Salesforce. The candidate will work across teams to ensure effective communication of requirements and enhance business operations.
Summary Generated by Built In

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Finance

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

As a global company that’s growing at the speed of light, we are seeking an senior analyst to join the Q2C Innovation team to help our Global Business Strategy Operations Organization scale. The team sets the strategic direction for transformation programs, driving cross-functional process improvement, technology implementation, and scale initiatives within Salesforce’s Approvals business domain.

The successful candidate must possess strong communication and technical skills. This person will need to be able to quickly learn the approvals business domain and be able to apply the knowledge in conjunction with their business analysis skills. This role will primarily focus on detailed technical requirements gathering to support broader company initiatives & program goals. Our ideal candidate must enjoy working in a highly dynamic, fast-paced, and high-growth environment, as well as be experienced in working with & engaging global business stakeholders.
 
Responsibilities

Helps plan, facilitate and engage with business users at different levels to understand business needs, analyze and document their technical requirements. 
Document functional & technical requirements of approval workflows, picklist values, assignment rules, approval queues, and other standard Salesforce configurations.
Conduct Data analysis using Salesforce reports & Tableau to support business decisions within Approvals Domain.
Work effectively across business and technical/development teams and help them understand the specifications/requirements for technical development, testing, and implementation.
Support UAT through identification of test scenarios, develop test scripts, and complete end-to-end testing and user acceptance testing as needed.
Update current state and produce future state process documentation & artifacts.

Required Skills/Experience

  • 5+ years of hands-on experience as a business system analyst, specifically in the areas of enterprise systems, Quote to Cash,Quote or CPQ Approvals or Revenue Lifecycle Management. 
  • Ability to connect business requirements to functional application capabilities quickly and assess the appropriate relevance of incorporating different product technologies to business problems; ability to learn new applications and technologies.
  • Experience with process flow mapping and building out future state process flows. Experience with Lucidchart a plus. 
  • Experience working with both business and technical teams, coordinating solution design, development/configuration, and deployment across multi-dimensional teams.
  • Analytical approach and data-driven competencies are a must with the ability to dig under the hood and leverage usage and adoption data points to drive value and change.
  • Proven ability to coordinate a diverse set of business users to develop cohesive and streamlined requirements, documentation, and user acceptance criteria.
  • Excellent spoken and written communication as well as receptive listening skills, with the ability to present complex ideas in a clear, concise fashion to technical and non-technical audiences.
  • Excellent teammate able to work within a global operating model, including virtual and distributed cross-functional teams, with the flexibility to work across different time zones.
  • Ability to support team members and improve work processes.
  • Salesforce Administrator Certification Preferred.

This role is hybrid and goes into the office 3 days per week.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

For Colorado-based roles, the base salary hiring range for this position is $92,600 to $127,400.For Washington-based roles, the base salary hiring range for this position is $101,900 to $140,200.

For Illinois based roles, the base salary hiring range for this position is $101,900 to $140,200.

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.

Top Skills

Salesforce
Tableau
The Company
HQ: San Francisco, CA
72,000 Employees
Hybrid Workplace

What We Do

Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way.

Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business.

Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.

Why Work With Us

There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.

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