OTC Business Systems Analyst

1 W 4th St, Winston-Salem, NC 27101, USA

Build Your Career Where You Matter
Join CBX Solutions, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.

At CBX Solutions, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow. Whether you're a problem-solver, innovator, or passionate about service, you’ll thrive here. Be part of a team that invests in your future, celebrates your success, and values your contribution.

We’re committed to your success, personally and professionally. You’ll have access to:

• Comprehensive Benefits:
  Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Work-Life Balance:
  Generous paid time off for rest, family, and self-care.
• Career Growth:
  You’ll benefit from continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.
• Supportive Culture:
  Innovation, creativity, and teamwork are at the heart of everything we do.

The Order-to-Cash (OTC) Business Systems Analyst serves as a strategic business and technology partner responsible for supporting, optimizing, and continuously improving the end-to-end OTC process across the organization. This role works closely with Sales, Operations, Customer Service, Finance, Revenue Operations, and IT to ensure commercial systems effectively support customer and account management, opportunity management, configure-price-quote (CPQ), pricing, order entry, fulfillment coordination, invoicing, collections visibility, and revenue reporting.

The ideal candidate understands how CRM, CPQ, ERP, integration, workflow, master data, and analytics capabilities work together across the customer and revenue lifecycle. This individual will translate business needs into scalable system solutions, improve process consistency and data quality, coordinate testing and adoption, and help maximize the value of the organization's commercial technology investments.

• Analyze, document, and improve current-state and future-state OTC processes from opportunity and quote through order, fulfillment, invoicing, payment, and customer account servicing.
• Partner with Sales, Pricing, Operations, Customer Service, Finance, Credit, and IT to identify process gaps, control weaknesses, handoff issues, and automation opportunities.
• Facilitate process workshops and translate business requirements into functional designs, user stories, process maps, acceptance criteria, and operating procedures.
• Promote standardized OTC processes across divisions while documenting justified business variations and dependencies.
• Define and monitor process measures such as quote turnaround, order cycle time, invoice accuracy, exception volume, data completeness, and user adoption.

• Support administration and continuous improvement of Microsoft Dynamics 365 Customer Engagement and related commercial applications.
• Maintain and enhance account, contact, lead, opportunity, activity, territory, workflow, security, and reporting configurations in partnership with IT administrators.
• Ensure CRM processes and data support downstream quoting, order creation, forecasting, customer service, and revenue reporting requirements.
• Evaluate enhancement requests, troubleshoot business issues, coordinate releases, and improve user adoption and data quality.

• Support the design, administration, and optimization of CPQ capabilities,…