Senior CPQ & Revenue Cloud Business Analyst (Remote)

Veradigm Inc.; United States; Remote; USD 102,000 - 142,000; Full time

Job summary

Veradigm Inc. is seeking an Expert Business Analyst to lead CPQ and Revenue Cloud initiatives, coordinating between Finance, Billing, Revenue Operations and Sales Operations and the Salesforce/Zuora teams.

You will translate business needs into testable user stories and define end-to-end quote-to-cash processes across systems. The role requires deep BA experience, strong communication, and the ability to drive requirements in Agile environments while navigating multiple platforms such as

Qualifications

• 8+ years of business analysis experience with enterprise business applications.
• 5+ years of hands-on business analysis on Salesforce CPQ and/or Revenue Cloud.
• Strong working knowledge of quote-to-cash and subscription billing processes, including pricing, amendments, renewals, invoicing and revenue recognition concepts.
• Proven ability to work with finance and billing stakeholders and turn their needs into technical requirements.
• Track record of writing clear, testable user stories and acceptance criteria in Agile Scrum environments.
• Experience leading analysis for multi-system initiatives that span Salesforce and a billing platform.
• Proven ability to learn new platforms quickly and apply business analysis skills across different systems and business areas.
• Strong understanding of integration concepts, data mapping and system dependencies.
• Hands-on experience with Jira and Confluence.
• Advanced process mapping skills (e.g., BPMN, swimlane diagrams, Visio, Lucidchart).
• Ability to influence senior stakeholders without direct authority.
• Excellent written and verbal communication skills.

Responsibilities

• Act as the main analysis contact for Finance, Billing, Revenue Operations and Sales Operations on CPQ, Revenue Cloud and quote-to-cash work.
• Run requirements sessions with finance and billing stakeholders, using their terms: bookings, ARR/MRR, proration, co-terming, amendments, renewals, invoicing schedules, revenue recognition and credit memos.
• Turn business needs into well-defined user stories with clear acceptance criteria, edge cases and test scenarios before they go to refinement.
• Work through open questions with developers and architects so stories are complete and buildable, and log decisions and open items in Jira and Confluence.
• Own the end-to-end quote-to-cash view: product catalog, pricing, quoting, approvals, contracts, orders, billing and the hand-offs from Salesforce through Boomi to Zuora.
• Analyze and document CPQ and Revenue Cloud setup, including product bundles, product and price rules, discount schedules, approval rules, quote templates, amendments and renewals.
• Map data and define field-level requirements for integrations between Salesforce, Zuora and downstream finance systems.
• Frame unclear problems, set out solution options and tradeoffs, and recommend a path forward.
• Resolve conflicting requirements between Sales, Finance and Billing, and push back on requests that are incomplete, conflicting or low value.
• Lead the analysis side of UAT: build test scenarios with Finance and Billing, triage defects and confirm release readiness.
• Move to other systems and initiatives across the Business Systems portfolio as priorities change, including Zuora, Boomi, other Salesforce clouds and other business applications.

Education

Bachelor's degree in Business, Finance, Information Systems or related field

Tools

Jira

Confluence

Job description

Veradigm Inc. is seeking an Expert Business Analyst to lead CPQ and Revenue Cloud initiatives, coordinating between Finance, Billing, Revenue Operations and Sales Operations and the Salesforce/Zuora teams.

You will translate business needs into testable user stories and define end-to-end quote-to-cash processes across systems. The role requires deep BA experience, strong communication, and the ability to drive requirements in Agile environments while navigating multiple platforms such as