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Senior Business Analyst - Quote to Cash Strategy & Operations

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Job CategoryFinance and OperationsJob Details

Salesforce is seeking an experienced Senior Business Analyst to manage large scale projects and initiatives involving their internal Quote to Cash operations. This person will be responsible for making critical decisions on crucial projects to improve and scale our internal operations. In the role the person will manage project timelines and deliverables, diagram as-is and to be processed, gather and document requirements, make strategic decisions, and provide status updates to executives.


    • Represent Quote to Cash Operations team on large scale internal projects

    • Create and maintain project plans

    • Provide status updates to leadership and maintain issue logs and project risks

    • Provide guidance to IT on building system enhancements

    • Act as a subject matter expert for Salesforce internal Quote to Cash systems and process

    • Develop, document and maintain a repository of Quote to Cash business rules and process flows

    • Work with internal users to obtain feedback on improving systems and working with IT to deliver requests

    • Work with training specialist to create training collateral related to policy and process changes

Required Skills/Experience:

    • 3+ years of experience related to CPQ and Order Management Systems

    • Experience with Salesforce products

    • Working knowledge of lucid charts or other process documentation software

    • Working knowledge of smart sheets or other project management software

    • 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-growing/fast-paced environment delivering accuracy while managing to deadlines where adaptability is imperative

    • Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast-paced environment

    • Extreme attention to detail

    • Thrive in a team environment

    • Demonstrate initiative

    • Ability to work independently


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