Business Systems Analyst -CRM, Revenue & CPQ
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Job description
We are hiring a Business Systems Analyst (BSA) to support Lead-to-Cash transformation initiatives focused on CRM, CPQ, and Revenue Operations., Business analysis across Sales, Finance, RevOps
- CRM & CPQ optimization
- Revenue lifecycle alignment
- Integration & data management
- Testing & deployment 3. Qualifications
- 5-10+ years experience
- Salesforce or similar CRM
- CPQ tools experience
- Lead-to-Cash knowledge
- Integration experience 5. Interview Process 1. Recruiter Screen 2. Functional Interview 3. Case Study 4. Stakeholder Round 6. Case Study Prompt A company is experiencing quoting delays and revenue leakage. Design a solution across CRM and CPQ.
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Deliverables - BRDs / FDDs - Process maps - CPQ requirements - Data mapping - UAT scripts Business Systems Analyst - CRM, Revenue & CPQ We are seeking a Business Systems Analyst (BSA) with deep expertise across CRM platforms, Revenue Operations, and CPQ solutions to support enterprise digital transformation initiatives. This role sits at the intersection of Sales, Finance, and Technology, driving scalable system design, process optimization, and data integrity across the revenue lifecycle. The ideal candidate brings a consulting mindset, strong stakeholder engagement skills, and hands-on experience translating business needs into system-enabled solutions across platforms such as Salesforce, CPQ tools, and ERP integrations., 1. Business Analysis & Requirements · Elicit, document, and validate business requirements across Sales, Finance, and Revenue Operations · Translate business needs into functional specifications, user stories, and process flows · Lead workshops with stakeholders including Sales Ops, Finance, IT, and Executive leadership · Develop as-is / to-be process models across lead-to-cash lifecycle
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CRM & CPQ Solution Design · Support configuration and optimization of CRM platforms (e.g., Salesforce, Dynamics) · Define and enhance CPQ processes including: o Product catalog & pricing models o Discounting & approval workflows o Quote generation and contract lifecycle · Align CRM/CPQ capabilities with revenue recognition and billing processes
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Revenue Operations Alignment · Drive integration between CRM, CPQ, Billing, and ERP systems · Ensure data consistency across: o Opportunities * Quotes * Orders * Invoices · Support forecasting, pipeline reporting, and revenue analytics · Partner with Finance on ASC 606 / revenue recognition alignment
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Systems Integration & Data Management · Define integration requirements across platforms (CRM, ERP, billing, data warehouse) · Collaborate with technical teams on APIs, middleware, and data flows · Support data governance, master data management, and reporting structures
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Testing, Deployment & Support · Develop and execute UAT strategies and test cases · Support deployment planning and change management activities · Provide post-go-live support and continuous improvement recommendations
Requirements
· 5-10+ years of experience as a Business Systems Analyst or Functional Consultant · Strong experience with CRM platforms (Salesforce preferred) · Hands-on experience with CPQ solutions (Salesforce CPQ, Zuora, Apttus/Conga, etc.) · Experience supporting Lead-to-Cash / Quote-to-Cash processes · Strong understanding of Revenue Operations and Sales processes · Experience with system integrations (CRM * ERP * Billing) Preferred Qualifications · Experience with ERP systems (SAP, Oracle, NetSuite, etc.) · Exposure to billing and subscription platforms (Zuora, Chargebee, Stripe) · Knowledge of Revenue Recognition principles (ASC 606) · Experience in consulting or client-facing roles · Certifications: o Salesforce Admin / Business Analyst o CPQ Specialist (preferred) Key Competencies · Strong stakeholder management and communication skills · Analytical thinking with ability to translate complexity into clarity · Process-oriented mindset with focus on scalability · Ability to operate in fast-paced, cross-functional environments · High attention to detail with strong documentation discipline Typical Deliverables · Business Requirements Documents (BRDs) · Functional Design Documents (FDDs) · Process Flow Diagrams (Lead-to-Cash) · User Stories & Acceptance Criteria · Data Mapping & Integration Specifications · UAT Plans & Test Scripts, Job Overview: Pay Range: $55hr - $60 Requirement/Must Have: Should have a minimum of 8-10 years of technical experience. Good experience in NetWeaver fundamentals with Core a…
- 1 day ago
About the company
At SA Technologies Inc., we believe in turning career aspirations into reality. As a CMMI Level 5 and Great Place to Work® Certified global IT consulting and services company-and recognized as one of the Best Places for Women-we are committed to building an inclusive, supportive, and high-performance workplace, Empowering Work Environment: A Great Place to Work, especially celebrated as one of the Best Places for Women. Excellence and Quality: A CMMI Level 5 Company, ensuring operational and service excellence. Globally Acclaimed: A Microsoft Gold Partner and Google Partner, with over 20 years of global IT consulting and Development solutions delivery. Have queries? We’re here to assist you! with our recruiter or connect with the job owner directly: Email: Embark on a rewarding journey together with us! At SA Technologies Inc., your journey begins with a friendly technical assessment, providing a stage to highlight your unique skills.
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