Process Analyst Quote to Cash Strategy & Operations
Salesforce
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Job Category
FinanceJob Details
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The Revenue Operations Quote to Cash Strategy and Operations team is responsible for operational aspects of the Sales Operations Quote to Cash space. The Process Analyst will have key responsibilities focused on provisioning service to Salesforce customers, supporting customer/case escalations, and perform operational initiatives. The role will report to the Manager of the Quote to Cash Strategy & Operations. Salesforce is a fast paced environment and we are looking for someone who can contribute immediately, manage multiple responsibilities and produce high quality work.
Responsibilities:
Understand end-to-end provisioning/entitlements process and upstream and down stream impacts
Perform provisioning/entitlement monitoring reports and triage steps for timely delivery of Salesforce functionality
Respond to process & policy questions and cases, escalating issues as needed
Make decisions and resolve issues using knowledge, skills, and judgment
Execute recurring data updates accurately and timely
Identify and implement process improvements for accuracy and consistency
Audit processes to identify defects
Document and maintain a repository of Quote to Cash business rules and process flows
Required Skills/Experience:
2 to 5 years of experience related to CPQ and Order Management Systems
User experience with Salesforce platform and Working knowledge of Lucidcharts
Working knowledge of Microsoft Office and or Google Workspace apps
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-paced environment, managing deadlines and delivering accuracy 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
Strong attention to detail
Team-oriented
Demonstrate initiative and proactivity
Independent thinking with consideration of cross-functional and downstream impacts.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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