Business Process Analyst :: Remote (prefer someone in the Bay Area/West Coast)

Title: Business Process Analyst

Location: Remote (prefer someone in the Bay Area/West Coast)

Process: 2 interviews

****LinkedIn is must. Vendor will do a technical video screening so please submit genuine candidates with good understanding of technical and communication skills. Need genuine candidate who can speak without google and looking at resume.

Notes:

• Will focus on enhancements for CRM, CPQ, and Order Form presentation
• Familiarity with opportunities and quotes in Salesforce
• The best positioned candidates are going to be functional people who have previously worked in a Revenue Operations, Contracting, Sales Ops, or Order Management team
• Would like candidates with Finance titles
• Needs someone who is flexible and adaptable
• Looking for an organized and versatile Business Process Analyst with experience in RevOps and Finance process areas (QTC, S2P, R2R, Projects). This position sits within the Run-the-business (RTB) group within the Finance Transformation Business Process team. This person will work closely with the various finance stakeholders (operations, leadership, SMEs, international teams, SOX teams, etc.) and IT teams to lead various run-the-business bug, feature and enhancement requests within the CRM, CPQ, CLM and ERP system. This analyst understands stakeholder needs, how to collect and build a business case, negotiate with stakeholders of varying levels, and influence and advocate for their projects against a backdrop of competing priorities. The analyst will also need to attend scrum calls with development teams and help build UAT test cases and facilitate UAT testing. The candidate needs to be able to use professional judgment to manage their time, and stakeholder expectations, and push for progress with the relevant IT teams. The candidate needs to be comfortable with a workload that can cover many different functional areas, stakeholders, and points in the process all at once. Familiarity with Salesforce, Conga CPQ, Docusign CLM, and Oracle Cloud ERP is helpful. This position also provides real-time support for the facilitation of quote approval and quote conversion should CPQ hiccups cause friction in the process for a particular deal. The ideal candidate must be able to use a collaborative, professional, and service-oriented approach to interacting with these business partners with strong communication skills and interpersonal skills. This candidate will primarily focus on the Opportunity/Quote to Cash process.

Responsibilities:

• Build relationships with Finance stakeholders to understand their requests, needs, and desire
• Ability to hear/see a problem and translate those pain points into an enhancement or bug request and collect and condense the relevant details
• Host meetings with Finance stakeholders and other cross-functional business partners to prioritize various enhancement requests
• Monitor relevant enhancements in Jira, ServiceNow, and Slack channels
• Understand complex business challenges and transcribe them into easy to comprehend technical requirements
• Collaborates with the IT team and other cross-functional systems teams during the design, implementation, and testing phases of technical work
• Navigate within the Salesforce, CLM, and Oracle UI in production and sandboxes to understand pain points and hiccups. The ability to navigate the systems is important to grab relevant screenshots, ask pointed questions, and support UAT testing
• Prepares user training documents and delivers user training or collaborates with change management colleagues when appropriate
• Manages their workload independently but remains organized and communicative to provide updates, attend team calls, highlight risks, and raise escalations as appropriate

Key Competencies:

• Experience in designing and improving current processes
• Ability to identify and diagnose a problem
• Ability to draft solutions and find a path to resolutions for challenging issues
• Experience comparing current state to idea/future state
• Ability to diagnose and identify a problem and draft solutions
• Can communicate concisely and effectively to all colleagues and partners of all seniority levels
• Experience in defining the business processes and requirements for feature and enhancement requests
• Understanding of sales operations, contracting, Finance (QTC, P2P/S2P/R2R, Projects & Fixed Assets) general business operations, and internal controls;
• Excellent written and verbal communication skills as well as internal personal skills
• Familiarity with business practices and cultures across multiple international regions
• Strong organizational and business analysis skills; detail-oriented and able to work independently, multi-task, and manage smaller scale projects
• Strong analytical and problem-solving skills; ability to critically evaluate information gathered from multiple sources, identify gaps, decompose high-level information into details, and drive decision-making
• Team player, flexible, and able to resolve conflicts and work with global teams
• Experience in working with frameworks, guidelines and process flows as opposed to explicit instructions
• Ability to use Google Workspace, Zoom, Slack, Jira
• Ability to navigate within the Salesforce, Docusign CLM, and Oracle ERP apps

Education and Experience:

• Bachelor's Degree in Finance/Accounting or related field
• 5+ years of progressive experience as a process analyst/business system analyst/transformation analyst doing functional work within a business Finance team
• Experience in business transformational projects/programs globally
• Experience in SaaS based companies required
• Knowledge of CRM and CPQ systems required
• Process improvement and project management certifications are a bonus

Akshit Sisonia - Sr. Technical Recruiter

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