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Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Position Description:
The Revenue Operations Quote to Cash Systems and Enhancement team is responsible for operational aspects of the Sales Operations Q2C space, work with the Business Technology (BT) team on prioritization of the features and enhancements/bug fixes and ensure requests pass business requirements through User Acceptance Testing. The Business Analyst will have diverse responsibilities focused on technology and system implementations, as well as process analysis, supporting key business and operational initiatives, among other critical activities. The role will support a few different varying responsibilities within the team and report to the Manager of the Quote to Cash Systems and Enhancement Team.

Responsibilities:

• Support systems-related Sales Ops/Q2C escalations as a trusted SME and work in direct partnership with BT
• Measure and document business results achieved through solution implementation
• Advise the business on best practices and available tools to manage business processes and other strategic initiatives
• Identify areas of improvement to increase accuracy, completeness and/or consistency and implement solutions in process, policy, and overall operations of the RevOps function
• Generate custom reports based on business needs, ensuring accurate data and filtering
• Leverage and monitor reports to audit and fix transactional data
• Analyze report data to identify trends, opportunities, and areas of concern, providing actionable insights to key stakeholders.
• Survey and analyze best practices for techniques and processes
• Gather and provide business requirements, working with many different business teams across the company that leverage the Salesforce objects we support
• Complete User Acceptance Testing for BT Q2C deployments, ensuring that any potential impacts are considered
• Learn during implementation of new tools/system updates, becoming a Subject Matter Expert (SME) in its functionality and best practices while providing feedback related to current business needs
• Write, update, and maintain detailed knowledge articles to ensure accurate, up-to-date information is available to all users.
• Work closely with cross-functional teams to provide guidance and background on prioritization, offering suggestions for ranking based on business needs and objectives.
• Effectively communicate the business impact of requests and initiatives to the BT team, ensuring alignment on priorities and expectations.

Required Skills/Experience:

Professional Business Analyst experience, or focus in project/program management.
Understanding of RevOps/ SalesOps functional disciplines.
Proficient in Google Suite Products (Sheets [Formulas, Pivot Tables] , Slides, etc.)
Understanding of systems analysis, including root cause analysis and other process modeling and systems design methodologies
Project management skills.
Excellent written and verbal communication skills
Ability to multi-task and perform effectively in a fast-paced environment.
Ability to think independently and consider cross-functional and downstream impacts.
Problem-solving mindset with the ability to troubleshoot data discrepancies and reporting issues.


Desired Skills/Experience:
Advanced Knowledge of Business Systems - Salesforce.com (certification a plus), CPQ, contract management, system error bug triage
Experience with Data Loader/SOQL

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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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.