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Sr. Business Analyst Quote to Cash Strategy & Solutions

Salesforce
Indianapolis, United Statesfull_timeVerifiedPosted 18 Mar 2025

About the role

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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.

Salesforce’s Quote to Cash (QTC) Enterprise Strategy & Solutions team is hiring a Sr. Business Analyst. We’re looking for critical thinkers that want to roll up their sleeves and work on some of the most complex and visible projects currently underway. As a member of the Global Business Strategy and Operations organization, Analysts will perform a variety of responsibilities on enterprise level projects to improve and scale our internal Product-To-Cash operations. Duties include diagraming as-is and to-be processes, gathering and documenting requirements, managing to project timelines and deliverables, working with cross functional teams to understand future state goals, and providing status updates to stakeholders.

Responsibilities:

  • Coordinate with Functional Leads and Analysts to understand the future state vision for QTC processes and features in order to then deliver progressive capabilities towards that end-state in each release. 

  • Accountable for the Business Requirement gathering and documentation processes which require collaboration with Business Analysts and crucial QTC subject matter experts to transform existing processes that will drive the future of quoting to our customers.

  • Coordinate and lead cross-functional meetings, document decisions & follow-up on actions.

  • Engage with Technical Architects and Product Managers to create innovative, holistic solutions to deliver upon the Business Requirements and future state needs.

  • Project management activities including reporting escalations, tracking requirements delivery, communicating cross-functional dependencies and creating status updates.

  • Act as a subject matter expert for Salesforce internal QTC systems and processes.

  • Develop, document, and maintain a thorough repository and understanding of business rules and process flows.

  • Work with training & engagement specialists to create training materials to ensure successful change management results.

  • Ad-hoc reporting and research activities as project needs dictate.

  • Participating in user acceptance testing (UAT).


Required Skills/Experience:

  • 3+ Years as a Business Analyst

  • Experience related to Configure Price Quote, Contract Lifecycle and/or Order Management processes and systems

  • Experience mentoring Business Analysts and/or colleagues in both soft and hard skills development

  • Experience with business requirements gathering and documentation / user story experience

  • Excellent interpersonal skills; ability to articulate verbally and in writing; willingness to appropriately debate difficult issues; ability to think quickly; excellent listening skills; organizational skills

  • Ability to excel in a fast-paced environment delivering accuracy while managing ambiguity and deadlines where adaptability is imperative

  • Capacity to identify and understand broader business and financial issues from an end-user’s perspective and consider cross-functional and downstream impacts

  • Experience successfully juggling multiple projects and tasks concurrently

  • Extreme attention to detail with an ability to work independently and demonstrate initiative

  • Curiosity in order to extract relevant information from subject matter experts

  • Prior experience as a Business Analyst


Preferred Skills/Experience:

  • Working knowledge of Lucidcharts or similar process documentation software

  • Working knowledge of Smartsheets or other project management software

  • Experience with Salesforce products a plus

  • Exposure to enterprise level, transformational projects

  • Prior experience with New Product Introductions processes, Business Operations, Quote to Cash Operations and/or M&A Operations

Accommodations

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Company

Salesforce

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