Business Systems Analyst (BSA) – Revenue & Sales Automation (n8n / Workato)

Palo Alto Innovation Labs; New York (NY); Sur place; USD 103 000 - 117 000; Plein temps

Avantages offerts par ce poste

1099 contract

Competitive hourly rate

Résumé du poste

Palo Alto Innovation Labs in New York, NY is seeking a Business Systems Analyst (BSA) for Revenue and Sales automation. The role focuses on Lead-to-Cash and Quote-to-Cash workflows using n8n as primary and Workato as secondary, bridging Sales, RevOps, Finance, and Tech to deliver reliable automation.

The ideal candidate analyzes revenue processes, designs scalable integrations across CRM, CPQ, billing, and ERP, and partners with developers and stakeholders to ensure pricing accuracy and contract

Qualifications

• 5–8+ years of experience as a Business Systems Analyst, RevOps Analyst, or Sales Ops Analyst.
• Strong hands-on experience with n8n and/or Workato.
• Strong understanding of B2B revenue models: subscriptions, usage-based pricing, renewals, amendments, expansions.
• Experience translating business needs into automation and integration requirements.
• Familiarity with API-driven integrations, event-based workflows, and system orchestration.
• Experience working in Agile / Scrum environments.

Responsabilités

• Analyze current-state and future-state revenue and sales workflows.
• Identify gaps, bottlenecks, and manual handoffs across Sales, RevOps, Finance, and CS.
• Translate business requirements into automation-ready functional specifications.
• Partner with stakeholders to design end-to-end revenue automations using n8n (primary) and Workato (secondary).
• Define integration flows across Salesforce, Billing platforms, ERP systems, and CLM tools.
• Ensure automations support pricing accuracy, contract integrity, billing correctness, and revenue predictability.
• Act as liaison between Revenue stakeholders and automation engineers.
• Facilitate workshops with Sales Operations, Revenue Operations, Finance & Accounting, Legal & Compliance, and Engineering teams.
• Support backlog refinement, prioritization, and roadmap planning for revenue automation initiatives.
• Create BRDs, Functional Specifications, process flows and integration diagrams, user stories and acceptance criteria.
• Support UAT strategy, execution, and sign-off for automated revenue workflows.
• Validate automation outcomes against business rules, revenue policies, and audit requirements.
• Ensure data consistency and integrity across CRM CPQ Billing ERP systems.

Connaissances

Experience as BSA/RevOps/Sales Ops

n8n

Workato

B2B revenue models

Automation requirements

Agile / Scrum

Outils

n8n

Workato

Description du poste

Business Systems Analyst (BSA) – Revenue & Sales Automation (n8n / Workato)

New York, United States | Posted on 04/14/2026

We are seeking a Business Systems Analyst (BSA) to support Revenue and Sales process automation within the n8n Automation Department. This role sits at the intersection of Sales, RevOps, Finance, and Technology, with a strong focus on Lead‑to‑Cash (L2C) and Quote‑to‑Cash (Q2C) workflows powered by n8n and Workato.

The ideal candidate is a systems‑thinking BSA who can analyze revenue workflows, identify automation opportunities, and design scalable integrations across CRM, CPQ, billing, and ERP systems—working closely with developers and stakeholders to deliver reliable, revenue‑safe automation.

Key Responsibilities

Revenue & Sales Process Analysis

• Analyze and document current‑state and future‑state revenue and sales workflows, including:
  • Lead Opportunity Quote Order Contract Billing Renewal
    
• Identify gaps, bottlenecks, and manual handoffs across Sales, RevOps, Finance, and CS teams
  
• Translate business requirements into clear, automation‑ready functional specifications
  
• Partner with stakeholders to design end‑to‑end revenue automations using:
  • n8n (primary)
    
  • Workato (secondary)
    
• Define integration flows across systems such as:
  • Salesforce (Sales Cloud, CPQ, Service Cloud)
    
  • Billing platforms (Stripe, Salesforce Billing, Zuora)
    
  • ERP systems (NetSuite, SAP, Oracle)
    
  • CLM tools (DocuSign, Conga, Adobe Sign)
    
• Ensure automations support pricing accuracy, contract integrity, billing correctness, and revenue predictability
  

Cross‑Functional Collaboration

• Act as a liaison between Revenue stakeholders and automation engineers
  
• Facilitate workshops and working sessions with:
  • Sales Operations
    
  • Revenue Operations
    
  • Finance & Accounting
    
  • Legal & Compliance
    
  • Engineering / Automation teams
    
• Support backlog refinement, prioritization, and roadmap planning for revenue automation initiatives
  

Delivery, Testing & Governance

• Create and maintain:
  • Business Requirements Documents (BRDs)
    
  • Functional Specifications
    
  • Process flows and integration diagrams
    
  • User stories and acceptance criteria
    
• Support UAT strategy, execution, and sign‑off for automated revenue workflows
  
• Validate automation outcomes against business rules, revenue policies, and audit requirements
  
• Ensure data consistency and integrity across CRM CPQ Billing ERP systems
  

What Success Looks Like

• Revenue workflows are automated, auditable, and reliable
  
• Sales teams experience faster cycle times and fewer errors
  
• Finance trusts billing and downstream revenue data
  
• RevOps gains visibility and predictability
  
• Automation scales as products, pricing, and GTM strategies evolve
  

This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.

Requirements

Required Qualifications

• 5–8+ years of experience as a Business Systems Analyst, RevOps Analyst, or Sales Ops Analyst
  
• Strong hands‑on experience with n8n and/or Workato
  
• Strong understanding of B2B revenue models:
  • Subscriptions
    
  • Usage‑based pricing
    
  • Renewals, amendments, expansions
    
• Experience translating business needs into automation and integration requirements
  
• Familiarity with API‑driven integrations, event‑based workflows, and system orchestration
  
• Experience working in Agile / Scrum environments
  

Nice to Have

• Salesforce CPQ or Revenue Cloud exposure
  
• Experience designing automation in high‑growth SaaS environments
  
• Familiarity with webhook‑based and async processing patterns
  
• Prior experience supporting enterprise revenue transformations
  
• Certifications or formal training in:
  • Salesforce Business Analyst
    
  • Workato
    
  • Automation / Integration Platforms
    

This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.