Business Analyst - Quote to Cash, Strategy and Solutions

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Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Salesforce's Quote to Cash (QTC)Strategy & Solutions team is seeking a motivated Business Analyst. Join our team and contribute to impactful projects that improve and scale our internal Product-To-Cash operations. As part of the Global Business Strategy and Operations organization, you'll play a key role in analyzing and documenting processes, gathering requirements, and supporting project execution.

Responsibilities:

• Collaborate with Functional Leads and Analysts to understand QTC process and feature goals, and contribute to the delivery of incremental improvements.

• Assist in the business requirements gathering and documentation process, working with Business Analysts and subject matter experts to analyze and document existing and future processes.

• Participate in cross-functional meetings, document key decisions, and follow up on action items.

• Support the development of solutions by working with Technical Architects and Product Managers to understand and translate business requirements.

• Assist with project management activities, including tracking requirements, communicating dependencies, and providing status updates.

• Develop a foundational understanding of Salesforce internal QTC systems and processes.

• Contribute to the documentation and maintenance of business rules and process flows.

• Support the creation of training materials for change management initiatives.

• Assist with ad-hoc reporting and research activities as needed.

• Participate in user acceptance testing (UAT).

Required Skills/Experience:

• 1-2+ years of experience as a Business Analyst or in a related role.

• Familiarity with Quote to Cash (Configure Price Quote, Contract Lifecycle, Order Management) processes and systems is a plus.

• Experience with business requirements gathering and documentation.

• Strong interpersonal and communication skills, both verbal and written.

• Ability to work effectively in a fast-paced environment.

• Strong attention to detail and ability to work independently. 

• A curious mindset and willingness to learn from subject matter experts.

• Experience will be evaluated based on alignment to the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer work, etc.).

Preferred Skills/Experience:

• Familiarity with process documentation tools (e.g., Lucidchart).

• Familiarity with project management tools (e.g., Smartsheet).

• Exposure to Salesforce products.

• Exposure to enterprise-level projects.

• Prior experience with Business Operations or Quote to Cash Operations.

Work Environment:

• This role is hybrid and requires in-office presence 3 days per week.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.