Process Analyst Quote to Cash Strategy and Operations

Process Analyst Quote to Cash Strategy and Operations

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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 performing 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.

• Understand end‑to‑end provisioning/entitlements process and upstream and downstream 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

• 2+ years of experience related to CPQ and Order Management Systems
• Working knowledge of Microsoft Office and/or Google Workspace apps
• Excellent interpersonal skills; ability to articulate verbally and in writing, 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
• User experience with Salesforce platform

• Working knowledge of Lucidchart