Salesforce Business Process Analyst

Headway Tek Inc; United States; Remote; USD 72,000 - 150,000; Full time

Job summary

Headway Tek Inc is seeking an organized and versatile Business Process Analyst with experience in RevOps and Finance. This remote position focuses on Salesforce, Conga CPQ, and Docusign CLM, working closely with finance stakeholders to understand needs and manage requests. Whether it's building UAT cases or handling enhancement requests, the ideal candidate will navigate various systems and lead enhancements in the CRM and ERP space.

Qualifications

• 5+ years of experience as a process analyst in finance teams.
• Experience in business transformational projects required.
• Familiarity with CRM and CPQ systems necessary.

Responsibilities

• Build relationships with Finance stakeholders to understand their requests.
• Host meetings to prioritize enhancement requests.
• Monitor enhancements in Jira and other platforms.

Skills

Analytical skills

Problem-solving

Communication

Organizational skills

Education

Bachelor’s Degree in Finance/Accounting or related field

Tools

Salesforce

Oracle Cloud ERP

Conga CPQ

DocuSign CLM

Jira

Google Workspace

Slack

Zoom

Job description

Direct message the job poster from Headway Tek Inc

Salesforce/Business Process Analyst/Solution Architect with Conga CPQ, DocuSign CLM – MUST HAVE

Remote

1 Year

Salesforce, Conga CPQ Business Process Analyst - Quote to Order with Docusign CLM exp

Description

Looking for an organized and versatile Business Process Analyst with experience in RevOps and Finance process areas (QTC, S2P, R2R, Projects). This position sits within the Run-the-business (RTB) group within the Finance Transformation Business Process team. This person will work closely with the various finance stakeholders (operations, leadership, SMEs, international teams, SOX teams, etc.) and IT teams to lead various run-the-business bug, feature and enhancement requests within the CRM, CPQ, CLM and ERP system. This analyst understands stakeholder needs, how to collect and build a business case, negotiate with stakeholders of varying levels, and influence and advocate for their projects against a backdrop of competing priorities. The analyst will also need to attend scrum calls with development teams and help build UAT test cases and facilitate UAT testing. The candidate needs to be able to use professional judgment to manage their time, and stakeholder expectations, and push for progress with the relevant IT teams. The candidate needs to be comfortable with a workload that can cover many different functional areas, stakeholders, and points in the process all at once. Familiarity with Salesforce, Conga CPQ, Docusign CLM, and Oracle Cloud ERP is helpful. This position also provides real-time support for the facilitation of quote approval and quote conversion should CPQ hiccups cause friction in the process for a particular deal. The ideal candidate must be able to use a collaborative, professional, and service-oriented approach to interacting with these business partners with strong communication skills and interpersonal skills. This candidate will primarily focus on the Opportunity/Quote to Cash process.

Responsibilities:

● Build relationships with Finance stakeholders to understand their requests, needs, and desires

● Ability to hear/see a problem and translate those pain points into an enhancement or bug request and collect and condense the relevant details

● Host meetings with Finance stakeholders and other cross-functional business partners to prioritize various enhancement requests

● Monitor relevant enhancements in Jira, ServiceNow, and Slack channels

● Understand complex business challenges and transcribe them into easy to comprehend technical requirements

● Collaborates with the IT team and other cross-functional systems teams during the design, implementation, and testing phases of technical work

● Navigate within the Salesforce, CLM, and Oracle UI in production and sandboxes to understand pain points and hiccups. The ability to navigate the systems is important to grab relevant screenshots, ask pointed questions, and support UAT testing

● Prepares user training documents and delivers user training or collaborates with change management colleagues when appropriate

● Manages their workload independently but remains organized and communicative to provide updates, attend team calls, highlight risks, and raise escalations as appropriate

● Experience in designing and improving current processes

● Ability to identify and diagnose a problem

● Ability to draft solutions and find a path to resolutions for challenging issues

● Experience comparing current state to idea/future state

● Ability to diagnose and identify a problem and draft solutions

● Can communicate concisely and effectively to all colleagues and partners of all seniority levels

● Experience in defining the business processes and requirements for feature and enhancement requests

● Understanding of sales operations, contracting, Finance (QTC, P2P/S2P/R2R, Projects & Fixed Assets) general business operations, and internal controls;

● Excellent written and verbal communication skills as well as internal personal skills

● Familiarity with business practices and cultures across multiple international regions

● Strong organizational and business analysis skills; detail-oriented and able to work independently, multi-task, and manage smaller scale projects

● Strong analytical and problem-solving skills; ability to critically evaluate information gathered from multiple sources, identify gaps, decompose high-level information into details, and drive decision-making

● Team player, flexible, and able to resolve conflicts and work with global teams

● Experience in working with frameworks, guidelines and process flows as opposed to explicit instructions

● Ability to use Google Workspace, Zoom, Slack, Jira

● Ability to navigate within the Salesforce, Docusign CLM, and Oracle ERP apps

Education and Experience:

● Bachelor’s Degree in Finance/Accounting or related field

● 5+ years of progressive experience as a process analyst/business system analyst/transformation analyst doing functional work within a business Finance team

● Experience in business transformational projects/programs globally

● Experience in SaaS based companies required

● Knowledge of CRM and CPQ systems required

● Process improvement and project management certifications are a bonus

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

• Industries

  IT Services and IT Consulting

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