Location: Santa Clara, CA
Work Arrangement: Fully Onsite
Duration: 12 Months
Experience: 5+ Years
Education: Bachelor’s Degree Required
Job Description
We are seeking an experienced Sales Operations / Revenue Operations Business Analyst to support sales process optimization, commercial operations, and digital transformation initiatives. The ideal candidate will have strong experience in Quote-to-Order (Q2O) processes, Salesforce CRM, CPQ (Configure, Price, Quote), and cross-functional business process analysis.
This role requires a hands-on professional who can lead process discovery, facilitate stakeholder workshops, document current and future-state workflows, and identify opportunities to improve sales and commercial processes.
Candidates with direct Sales Operations or Revenue Operations experience combined with CPQ and Quote-to-Order expertise are strongly preferred over candidates with general Business Analyst experience alone.
Key Responsibilities
Analyze and document end-to-end Quote-to-Order (Q2O), Quote-to-Cash (Q2C), and related sales and commercial processes.
Conduct process discovery sessions, stakeholder interviews, and cross-functional workshops to understand business requirements.
Map current-state and future-state business processes and identify gaps, inefficiencies, and opportunities for improvement.
Work with Sales Operations, Revenue Operations, Finance, IT, and other stakeholders to define business requirements and process improvements.
Support Salesforce CRM and CPQ-related initiatives, including process optimization and digital transformation.
Develop business process documentation, workflow diagrams, requirements documents, and other project deliverables.
Facilitate stakeholder discussions to align business needs, system capabilities, and operational objectives.
Identify opportunities to streamline sales workflows, improve operational efficiency, and enhance the customer and partner experience.
Support business process transformation initiatives across sales, commercial operations, and order management.
Required Qualifications
5+ years of experience in Business Analysis, Sales Operations, Revenue Operations, Commercial Operations, or Operational Excellence.
Hands-on experience with Salesforce CRM and CPQ (Configure, Price, Quote).
Strong understanding of Quote-to-Order (Q2O), Quote-to-Cash (Q2C), or Order-to-Cash (O2C) processes.
Experience conducting process discovery, stakeholder workshops, requirements gathering, and process mapping.
Strong skills in business process documentation, workflow analysis, and cross-functional collaboration.
Excellent communication, analytical, and stakeholder management skills.
Bachelor's degree required.
Ability to work fully onsite in Santa Clara, California.
Preferred Qualifications
Experience in technology, hardware, SaaS, subscription services, or partner/channel sales environments.
Experience supporting sales process transformation, CRM/CPQ implementations, or commercial operations improvement initiatives.
Knowledge of pricing, quoting, order management, and downstream order fulfillment processes.
Experience working with cross-functional teams across Sales, Finance, IT, and Operations.
