Sales - Business Process Architect

About Convene Inc.

Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.

Business Process Architect – Sales
Job Posting | Process Improvement Team
Overview
We are seeking a Business Process Architect (BPA) with a Sales focus to design, document, and govern end-to-end Sales and Marketing business processes. This role is aligned to the Sales department and sits within the Process Improvement (PI) team — a centralized team of BPAs and Business Analysts (Client) operating under the IT organization.

The Sales BPA owns the Sales swimlane in the enterprise process architecture, covering the full commercial lifecycle from marketing and lead generation through opportunity management, quoting, and close. This includes understanding how Sales interacts with and hands off to cross-functional departments such as Finance, Operations, and IT — and ensuring those handoffs are clearly defined, documented, and aligned.

This is a process architecture role, not a systems role. The Sales BPA is the authoritative voice on how the Sales and Marketing business units operate, what the governing business rules are, and how work flows across teams and systems. The right candidate thinks in business processes first and brings disciplined documentation standards to everything they produce.

Key Responsibilities
Process Architecture & Documentation
• Own the design, documentation, and ongoing maintenance of Sales and Marketing business process models (L1–L3) using BPMN standards, including swimlane diagrams, SIPOCs, and process narratives
• Capture current-state and future-state process flows, business rules, and decision logic across the Sales and Marketing lifecycle — including lead management, opportunity management, quoting/CPQ, pipeline forecasting, account management, and handoffs to post-sale operations
• Develop and maintain process models, root cause and opportunity analysis, SOPs, and supporting reference materials aligned to the enterprise process taxonomy and hierarchy
Stakeholder Engagement & Process Design
• Facilitate process design workshops and discovery sessions with Sales Leadership, Sales Operations, and Marketing to elicit and validate business requirements and future-state intent
• Collaborate with Line of Business (LOB) BPAs to ensure that LOB-specific Sales requirements and cross-unit handoffs are accurately reflected in the enterprise Sales process design
• Partner with Business Analysts (Client), Product Owners (POs), Solution Architects (SAs), Learning & Development (L&D), and Change Management to ensure process design is translated accurately into requirements, system configuration, training, and adoption
• Validate that training and change management materials accurately reflect approved future-state process design before rollout
 
Continuous Improvement & Governance
• Identify process gaps, inefficiencies, and improvement opportunities across the Sales and Marketing lifecycle
• Apply process improvement methodologies (Lean, Six Sigma, or similar) to drive measurable business outcomes
• Maintain process model governance standards in alignment with the PI team''s BPMN conventions and enterprise process hierarchy
• Provide process-level input to technology initiatives, system enhancements, and business change programs — including CRM and CPQ implementations — as they affect the Sales and Marketing domain

Qualifications
Required
• 5+ years of experience in a Business Process Architect, Senior Business Analyst, or equivalent role with direct ownership of process design and documentation
• Strong working knowledge of core Sales and Marketing processes, including lead management, opportunity lifecycle, pipeline management, forecasting, quoting/CPQ, and account management
• Demonstrated experience developing BPMN-standard process models at L1–L3, including swimlane diagrams and business rule documentation
• Experience with CRM systems
• Proficiency in process modeling and documentation tools
• Strong facilitation, stakeholder engagement, and communication skills with the ability to drive alignment across business and technical teams
• Background in process improvement methodologies (Lean, Six Sigma, Kaizen, or similar)

Preferred
• Familiarity with CPQ systems and the quoting-to-contract process
• Experience with ERP systems (e.g., D365, NetSuite, SAP) and process automation tools is a plus
• Experience with ADO (Azure DevOps) for backlog management and requirements traceability

Key Competencies
• Process architecture mindset — able to model business operations with precision and business-unit depth
• Strong business acumen with a Sales-centric understanding of Sales and Marketing operations
• Clear understanding of the distinction between process design ownership (BPA) and detailed requirements authorship (BA)
• Stakeholder facilitation and ability to drive alignment across Sales, Marketing, Operations, Finance, and IT
• Detail-oriented with strong organizational and documentation discipline
• Comfort operating in a structured, governance-driven process improvement environment

Success in This Role Looks Like
✅ Sales and Marketing process models are documented, validated, and current across the enterprise process hierarchy
✅ Process design sessions produce clear, stakeholder-approved future-state documentation
✅ BA teams receive process-grounded input that translates effectively into requirements
✅ Cross-functional handoffs and business rules are captured and aligned across Lines of Business
✅ Technology initiatives affecting Sales and Marketing are anchored in validated process design, not just system requirements