Senior Business Analyst (Salesforce)

Onsite or Hybrid (3days on/2day off) at one of the followinglocations, Berkley Heights, NJ, Coral Springs, FL, Milwaukee, WI, Frisco, TX, or Alpharetta, GA

Project Overview

The BIS Transformation is a strategic, enterprise-wide initiative to modernize contract, pricing, and billing ecosystem by replacing the current legacy BIS environmentcomprised of multiple Microsoft Access databases, manual workflows, and fragmented processeswith a unified, scalable, enterprise platform.

The current environment is highly complex, with significant cross-database dependencies, undocumented logic, and heavy reliance on SME knowledge and manual processes. This creates operational inefficiencies, increased risk, and limits the organizations ability to scale and evolve.

This initiative will execute a full one-time transformationby retiring legacy systems and implementing integrated enterprise platforms (e.g., eCRM, CPQ, and contract lifecycle management), while simultaneously modernizing data architecture, business processes, and reporting capabilities. The transformation will span Sales, Contracting, Product Management, Billing, and Audit functions and requires coordinated execution across business and technology teams.

Purpose

To transition from a fragmented, manual, and high-risk legacy environment to a modern, integrated, and scalable revenue operations platform, enabling improved efficiency, data integrity, and long-term sustainability.

Objectives

• Modernize Core Platforms
  • Retire legacy BIS/Access-based systems and implement enterprise-grade CRM, CPQ, and contract management platforms
  • Establish a unified technology ecosystem supporting end-to-end revenue operations
• Transform Data Architecture
  • Consolidate siloed data across contracts, sales, pricing, and billing into a governed, enterprise data model
  • Improve data quality, consistency, and auditability
• Redesign and Standardize Business Processes
  • Re-engineer contract lifecycle, pricing, billing, and audit workflows
  • Eliminate manual processes, redundant reviews, and email-driven coordination
• Enable Seamless Integration
  • Integrate enterprise platforms with SAP and downstream systems
  • Establish API-driven, automated data exchange and workflow orchestration
• Enhance Reporting and Visibility
  • Replace fragmented legacy reporting with standardized enterprise analytics
  • Provide consistent, real-time insights across contract, billing, and audit functions
• Strengthen Operational Model
  • Establish clear governance, ownership, and sustainable operating processes
  • Transition business users and SMEs to modern platforms with reduced dependency on tribal knowledge
• Drive Efficiency and Risk Reduction
  • Reduce operational complexity and manual effort
  • Mitigate risks associated with undocumented systems, data inconsistencies, and resource dependencies

ROLE SUMMARY

The Senior Business Analyst provides enterprise business analysis services supporting the transformation of the Sales and Finance ecosystem. This role supports both stabilization of revenue-critical legacy operations and delivery of future-state, integrated, scalable, and audit-ready enterprise platforms across the full Order-to-Cash (O2C) lifecycle. This is a senior, end-to-end delivery role that combines hands-on discovery and documentation with ownership of cross-workstream analysis, standards, and stakeholder alignment as needed to support enterprise transformation.

SCOPE OF SERVICES

Enterprise Discovery, Assessment & Transformation

• Lead structured enterprise discovery across Sales, Contracts, Pricing, Billing, Finance, and Audit domains.
• Document and own As-Is and To-Be process flows, system workflows, data flows, integrations, and manual activities.
• Identify operational risks, dependencies, financial control gaps, and compliance impacts.
• Contribute to consistent BA standards, governance, and high-quality deliverables across transformation initiatives.

Order-to-Cash (O2C) Lifecycle Analysis

Analyze and document end-to-end O2C processes, including:

• Lead-to-Opportunity
• CPQ
• Contracts
• Order Management
• Billing & Invoicing
• Renewals, terminations, and deconversions
• Cash posting and reporting
• Identify automation opportunities and future-state improvements to improve revenue accuracy, efficiency, and control.
• Support phased modernization roadmaps aligned to enterprise platforms and strategic priorities.

CRM ? ERP Ecosystem Integration

• Define and document business requirements supporting CRM-to-ERP integrations.
• Document master data ownership, transaction flows, reconciliation points, and audit controls.
• Partner with solution architects to ensure business intent is accurately reflected in technical designs.
• Serve as a trusted business liaison to product owners, architects, and senior stakeholders for Salesforce ? SAP integrations.

REQUIRED EXPERIENCE

• 5 - 10+ years of enterprise business analysis experience on large-scale transformation programs.
• Strong hands-on Salesforce experience (Sales Cloud; CPQ preferred).
• Experience with SAP finance and billing processes strongly preferred.
• Proven ability to lead enterprise discovery, complex stakeholder alignment, and cross-functional delivery.
• Strong understanding of revenue-critical processes, financial controls, and compliance considerations.

WHY THIS ROLE MATTERS

This role is critical to modernizing fragmented Sales and Finance operations into a unified, end-to-end Order-to-Cash ecosystem. By reducing operational risk, strengthening financial controls, and enabling scalable enterprise platforms, the Senior Business Analyst directly supports revenue integrity, compliance, and sustainable growth.