Business Analyst – Order-to-Cash (O2C) Data Migration & Transformation

SRM Digital; United States; Vor Ort; USD 140.000 - 190.000; Vollzeit

Zusammenfassung

SRM Digital is seeking an experienced Senior Business Analyst to lead the data migration strategy within a large O2C transformation, migrating from Salesforce CPQ/Billing to Salesforce Revenue Cloud Advanced. The role focuses on governance, documentation, and cross-functional alignment, not on hands-on data migration.

The successful candidate will coordinate migration scope, source-to-target mappings, and business rules, while ensuring readiness across business, product, application, and data

Qualifikationen

• 8+ years as a Business Analyst in enterprise tech or transformation programs.
• At least 3 years supporting data migration, conversion, or system replacement programs.
• Strong understanding of Opportunity-to-Cash (O2C) processes (quoting, contracts, billing, invoicing, receivables, renewals, revenue recognition).
• Experience defining migration scope (active vs historical, retained vs retired, in-flight during cutover).
• Proven ability to lead cross-functional workshops with business, product, engineering, and data stakeholders.

Aufgaben

• Establish a standardized data migration framework with decision inventories, docs, and governance.
• Define migration scope with stakeholders for active, historical, retained, retired, and in-flight records.
• Document source-to-target mappings, transformation rules, and data dependencies.
• Facilitate cross-functional workshops to resolve migration questions and dependencies.
• Coordinate with downstream analytics and reporting teams to ensure continuity of business reporting.
• Maintain a centralized repository of migration decisions, mappings, dependencies, and issues.
• Track milestones across build, testing, validation, reconciliation, and cutover readiness.
• Coordinate cutover sequencing and go/no-go readiness criteria across teams.
• Maintain RAID logs, dependency matrices, and executive status reports.
• Communicate progress, risks, dependencies, and decisions to program leadership.

Kenntnisse

Business analysis

Data migration

Stakeholder management

Governance

Documentation

Workshop facilitation

Tools

Jira

Confluence

Jobbeschreibung

We are seeking an experienced Senior Business Analyst to support a large-scale Opportunity-to-Cash (O2C) transformation initiative, transitioning from Salesforce CPQ and Billing to Salesforce Revenue Cloud Advanced (ARM).

The role will serve as the functional lead for data migration strategy within the Data Team, driving cross‑functional alignment across business, product, application, and data teams. The primary focus will be on defining migration scope, coordinating source‑to‑target mapping decisions, documenting business rules, assessing downstream impacts, and ensuring organizational readiness ahead of cutover.

This is a strategic coordination and documentation‑focused role, requiring strong business analysis, stakeholder management, data migration, and enterprise transformation experience. The position does not involve hands‑on migration execution or data pipeline development.

Key Responsibilities

• Establish and maintain a standardized data migration framework, including decision inventories, documentation templates, and governance standards.
• Collaborate with product managers, business stakeholders, and application teams to define migration scope, including active, historical, retained, retired, and in‑flight records.
• Drive source‑to‑target mapping discussions and ensure migration decisions, transformation rules, assumptions, and business requirements are clearly documented.
• Plan and facilitate cross‑functional workshops to resolve migration questions, dependencies, and open decisions.
• Coordinate with downstream data, analytics, and reporting teams to assess migration impacts and ensure continuity of business reporting.
• Maintain a centralized, traceable repository of migration decisions, mappings, business rules, dependencies, and unresolved issues.
• Track application team milestones across build, testing, validation, reconciliation, and cutover readiness.
• Coordinate cutover sequencing, data reconciliation requirements, and go/no‑go readiness criteria across impacted teams.
• Maintain RAID logs, dependency matrices, action trackers, and executive‑level status reports.
• Communicate migration progress, risks, dependencies, and critical decisions to program leadership and senior stakeholders.

Business Systems & Functional Areas

The role will support cross‑functional transformation across the following business domains and enterprise applications:

• Quotes & Renewals: Salesforce CPQ / Revenue Cloud Advanced (ARM)
• Contracts: Ironclad, DocuSign
• Orders, Billing & Usage: Salesforce ARM, CCP, Metronome
• Entitlements: CPDS
• Invoicing & Accounts Receivable: Esker, Microsoft Dynamics 365
• Revenue Recognition: RevPro

Analysts will be assigned business domains during onboarding and will coordinate migration activities across the respective application and data teams.

Required Qualifications

• 8+ years of experience as a Business Analyst in enterprise technology or business transformation initiatives.
• Minimum 3 years of experience supporting data migration, data conversion, or system replacement programs.
• Strong understanding of Opportunity-to-Cash (O2C) processes, including quoting, contracts, billing, invoicing, receivables, renewals, and revenue recognition.
• Experience defining migration scope, including active versus historical data, retained versus retired records, and in‑flight transactions during cutover.
• Proven experience facilitating cross‑functional workshops involving business, product, engineering, and data stakeholders.
• Ability to interpret data models and document source‑to‑target mappings, transformation rules, and data dependencies.
• Strong documentation, governance, and decision‑tracking capabilities.
• Experience coordinating multiple teams and stakeholders without directly owning application delivery.
• Excellent communication, stakeholder management, and problem‑solving skills.
• Ability to operate effectively in complex enterprise environments with ambiguity and evolving requirements.

Preferred Qualifications

• Experience with Salesforce CPQ, Salesforce Revenue Cloud, or Salesforce ARM.
• Exposure to CPQ-to‑Revenue Cloud migration or enterprise CRM transformation initiatives.
• Experience with ERP systems, revenue recognition platforms, or product master data management.
• Basic SQL knowledge and familiarity with enterprise data platforms and reporting environments.
• Understanding of enterprise metrics such as ARR, bookings, renewals, and revenue.
• Experience using Jira, Confluence, and Agile delivery methodologies.

Success Criteria

• A comprehensive migration decision inventory with clearly assigned owners and deadlines.
• Documented and validated source‑to‑target mappings, transformation rules, assumptions, and open issues.
• Clear ownership of downstream reporting and data impacts.
• Alignment across application, business, and data teams on migration scope and cutover readiness.
• Successful coordination of migration dependencies, reconciliation activities, and readiness decisions ahead of cutover.