Job description

Role-Salesforce Business Systems Analyst (CPQ - Quote to Cash) Location-United States (Remote) Role Overview We are seeking an experienced Lead Business Systems Analyst to drive large-scale Salesforce transformation initiatives, CRM assessments, operating model harmonization, and business process modernization programs. This role will serve as a strategic bridge between business stakeholders, product owners, architects, and delivery teams to ensure solutions align with business objectives and enterprise transformation goals. The ideal candidate will possess deep expertise in business analysis, requirements management, process optimization, and Salesforce-enabled transformation programs across Sales, Marketing, Customer Service, Commercial Operations, and Quote-to-Cash functions. Key Responsibilities • Lead business discovery workshops and stakeholder interviews across functional areas. • Document current-state processes, business capabilities, pain points, and requirements. • Perform fit-gap analysis and identify opportunities for process harmonisation and optimisation. • Translate business objectives into functional requirements, user journeys, and future-state process designs. • Collaborate with architects and SMEs to define solution scope, priorities, and implementation considerations. • Analyse impacts across processes, data, integrations, reporting, and governance. • Identify business risks, dependencies, assumptions, and change management considerations. • Develop requirements documentation, assessment findings, and roadmap recommendations. Required Qualifications • 10+ years of business analysis, consulting, or business systems analysis experience. • Strong experience supporting Salesforce transformation programs and CRM modernization initiatives. • Proven expertise in: • Discovery Workshops • Requirements Elicitation • Process Mapping • Fit-Gap Analysis • Future-State Process Design • Business Case Development • Stakeholder Management • Experience documenting: • Business Requirements Documents (BRDs) • Functional Specifications • User Stories • Process Maps • Data and Reporting Requirements • Integration Requirements • Strong understanding of Salesforce platform capabilities and CRM business processes. • Excellent facilitation, communication, and presentation skills. • Experience working within Agile, Scrum, and hybrid delivery environments. Preferred Experience Experience working across one or more of the following business domains: • Sales Operations • Commercial Operations • Marketing • Customer Service • Customer Support • Lead-to-Opportunity • Opportunity-to-Quote • Quote-to-Cash (QTC) • Order Management • Revenue Operations Preferred Qualifications • Salesforce certifications such as: • Salesforce Business Analyst • Salesforce Administrator • Sales Cloud Consultant • Service Cloud Consultant • Experience with CRM assessments, operating model transformation, and business process harmonization programs. • Experience supporting merger, acquisition, or business integration initiatives. • Knowledge of enterprise integrations involving ERP, SAP, CPQ, and reporting platforms. Key Competencies • Business Process Analysis • Strategic Consulting • Stakeholder Engagement • Workshop Facilitation • Requirements Management • Process Harmonization • Executive Communication • Problem Solving • Solution Evaluation • Cross-Functional Collaboration • Change Management Awareness

Requirements

Must-haves

Role-Salesforce Business Systems Analyst (CPQ - Quote to Cash)
Location-United States (Remote)
Lead business discovery workshops and stakeholder interviews across functional areas.
Document current-state processes, business capabilities, pain points, and requirements.
Perform fit-gap analysis and identify opportunities for process harmonisation and optimisation.
Translate business objectives into functional requirements, user journeys, and future-state process designs.
Collaborate with architects and SMEs to define solution scope, priorities, and implementation considerations.
Analyse impacts across processes, data, integrations, reporting, and governance.
Identify business risks, dependencies, assumptions, and change management considerations.
Develop requirements documentation, assessment findings, and roadmap recommendations.
10+ years of business analysis, consulting, or business systems analysis experience.
Strong experience supporting Salesforce transformation programs and CRM modernization initiatives.
Discovery Workshops
Requirements Elicitation

Nice-to-haves

Experience working across one or more of the following business domains:
Sales Operations
Commercial Operations
Customer Service
Customer Support
Lead-to-Opportunity
Opportunity-to-Quote
Quote-to-Cash (QTC)
Order Management
Revenue Operations

Application prep

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Keywords to mirror

agilescrum

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