Business Systems Analyst (BSA) – Revenue & Sales Automation (n8n / Workato)

Posted 5 Days Ago
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New York, NY, USA
In-Office
75-85 Hourly
Senior level
Artificial Intelligence • Cloud • Consulting • Cybersecurity
The Role
Analyze and document Lead-to-Cash and Quote-to-Cash workflows, identify automation opportunities, and design integrations across CRM, CPQ, billing, ERP, and contract systems. Translate requirements into functional specifications, process diagrams, user stories, and acceptance criteria. Collaborate with revenue, finance, legal, sales operations, and automation engineering teams. Support backlog planning, UAT, governance, audit validation, and data integrity across revenue systems.
Summary Generated by Built In
Role Overview

We are seeking a Business Systems Analyst (BSA) to support Revenue and Sales process automation within the n8n Automation Department. This role sits at the intersection of Sales, RevOps, Finance, and Technology, with a strong focus on Lead‑to‑Cash (L2C) and Quote‑to‑Cash (Q2C) workflows powered by n8n and Workato.

The ideal candidate is a systems‑thinking BSA who can analyze revenue workflows, identify automation opportunities, and design scalable integrations across CRM, CPQ, billing, and ERP systems—working closely with developers and stakeholders to deliver reliable, revenue‑safe automation.

Key Responsibilities
Revenue & Sales Process Analysis
  • Analyze and document current‑state and future‑state revenue and sales workflows, including:
    • Lead → Opportunity → Quote → Order → Contract → Billing → Renewal
  • Identify gaps, bottlenecks, and manual handoffs across Sales, RevOps, Finance, and CS teams
  • Translate business requirements into clear, automation‑ready functional specifications
Automation Strategy & Integration Design
  • Partner with stakeholders to design end‑to‑end revenue automations using:
    • n8n (primary)
    • Workato (secondary)
  • Define integration flows across systems such as:
    • Salesforce (Sales Cloud, CPQ, Service Cloud)
    • Billing platforms (Stripe, Salesforce Billing, Zuora)
    • ERP systems (NetSuite, SAP, Oracle)
    • CLM tools (DocuSign, Conga, Adobe Sign)
  • Ensure automations support pricing accuracy, contract integrity, billing correctness, and revenue predictability
Cross‑Functional Collaboration
  • Act as a liaison between Revenue stakeholders and automation engineers
  • Facilitate workshops and working sessions with:
    • Sales Operations
    • Revenue Operations
    • Finance & Accounting
    • Legal & Compliance
    • Engineering / Automation teams
  • Support backlog refinement, prioritization, and roadmap planning for revenue automation initiatives
Delivery, Testing & Governance
  • Create and maintain:
    • Business Requirements Documents (BRDs)
    • Functional Specifications
    • Process flows and integration diagrams
    • User stories and acceptance criteria
  • Support UAT strategy, execution, and sign‑off for automated revenue workflows
  • Validate automation outcomes against business rules, revenue policies, and audit requirements
  • Ensure data consistency and integrity across CRM ↔ CPQ ↔ Billing ↔ ERP systems
What Success Looks Like
  • Revenue workflows are automated, auditable, and reliable
  • Sales teams experience faster cycle times and fewer errors
  • Finance trusts billing and downstream revenue data
  • RevOps gains visibility and predictability
  • Automation scales as products, pricing, and GTM strategies evolve
Engagement Details

This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.



Requirements

Required Qualifications
  • 5–8+ years of experience as a Business Systems Analyst, RevOps Analyst, or Sales Ops Analyst
  • Strong hands‑on experience with n8n and/or Workato
  • Proven experience supporting Lead‑to‑Cash / Quote‑to‑Cash processes
  • Strong understanding of B2B revenue models:
    • Subscriptions
    • Usage‑based pricing
    • Renewals, amendments, expansions
  • Experience translating business needs into automation and integration requirements
  • Familiarity with API‑driven integrations, event‑based workflows, and system orchestration
  • Experience working in Agile / Scrum environments
Nice to Have
  • Salesforce CPQ or Revenue Cloud exposure
  • Experience designing automation in high‑growth SaaS environments
  • Familiarity with webhook‑based and async processing patterns
  • Prior experience supporting enterprise revenue transformations
  • Certifications or formal training in:
    • Salesforce Business Analyst
    • Workato
    • Automation / Integration Platforms



Benefits
This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.

Skills Required

  • 5–8+ years of experience as a Business Systems Analyst, RevOps Analyst, or Sales Ops Analyst
  • Hands-on experience with n8n and/or Workato
  • Experience supporting Lead-to-Cash or Quote-to-Cash processes
  • Strong understanding of B2B revenue models, including subscriptions, usage-based pricing, renewals, amendments, and expansions
  • Experience translating business needs into automation and integration requirements
  • Familiarity with API-driven integrations, event-based workflows, and system orchestration
  • Experience working in Agile/Scrum environments
  • Salesforce CPQ or Revenue Cloud exposure
  • Experience designing automation in high-growth SaaS environments
  • Familiarity with webhook-based and asynchronous processing patterns
  • Prior experience supporting enterprise revenue transformations
  • Salesforce Business Analyst, Workato, or automation/integration platform certification or formal training
Am I A Good Fit?
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The Company
38 Employees
Year Founded: 2025

What We Do

Palo Alto Labs is a new-age management consulting firm that helps organizations address complex business challenges through strategy, transformation, and managed services. It combines AI, automation, cloud, data engineering, cybersecurity, and enterprise-platform expertise to break down organizational silos, improve operational performance, and deliver measurable business outcomes. The firm positions itself as a strategic execution partner for ambitious enterprises navigating growth and technological change.

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