Business Systems Analyst –CRM, Revenue & CPQ

Business Systems Analyst – CRM, Revenue & CPQ

1. Role Snapshot

Position Overview:
We are hiring a Business Systems Analyst (BSA) to support Lead-to-Cash transformation initiatives focused on CRM, CPQ, and Revenue Operations.

·         Type: Contract-to-Hire

·         Duration: 6 months

·         Location: Remote (US-based)

Why This Role Matters:
- Enables end-to-end revenue visibility
- Drives quoting and pricing standardization
- Supports enterprise CRM + CPQ transformations
- Improves forecasting accuracy

2. External Job Description

Role Overview:
Seeking a BSA specializing in CRM, CPQ, and Revenue Operations to support enterprise transformation.

Key Responsibilities:
- Business analysis across Sales, Finance, RevOps
- CRM & CPQ optimization
- Revenue lifecycle alignment
- Integration & data management
- Testing & deployment

3. Qualifications

- 5–10+ years experience
- Salesforce or similar CRM
- CPQ tools experience
- Lead-to-Cash knowledge
- Integration experience

5. Interview Process

1. Recruiter Screen
2. Functional Interview
3. Case Study
4. Stakeholder Round

6. Case Study Prompt

A company is experiencing quoting delays and revenue leakage. Design a solution across CRM and CPQ.

7. Deliverables

- BRDs / FDDs
- Process maps
- CPQ requirements
- Data mapping
- UAT scripts

Business Systems Analyst – CRM, Revenue & CPQ

We are seeking a Business Systems Analyst (BSA) with deep expertise across CRM platforms, Revenue Operations, and CPQ solutions to support enterprise digital transformation initiatives. This role sits at the intersection of Sales, Finance, and Technology, driving scalable system design, process optimization, and data integrity across the revenue lifecycle.

The ideal candidate brings a consulting mindset, strong stakeholder engagement skills, and hands-on experience translating business needs into system-enabled solutions across platforms such as Salesforce, CPQ tools, and ERP integrations.

Key Responsibilities

1. Business Analysis & Requirements

·         Elicit, document, and validate business requirements across Sales, Finance, and Revenue Operations

·         Translate business needs into functional specifications, user stories, and process flows

·         Lead workshops with stakeholders including Sales Ops, Finance, IT, and Executive leadership

·         Develop as-is / to-be process models across lead-to-cash lifecycle

2. CRM & CPQ Solution Design

·         Support configuration and optimization of CRM platforms (e.g., Salesforce, Dynamics)

·         Define and enhance CPQ processes including:

o    Product catalog & pricing models

o    Discounting & approval workflows

o    Quote generation and contract lifecycle

·         Align CRM/CPQ capabilities with revenue recognition and billing processes

3. Revenue Operations Alignment

·         Drive integration between CRM, CPQ, Billing, and ERP systems

·         Ensure data consistency across:

o    Opportunities Quotes Orders Invoices

·         Support forecasting, pipeline reporting, and revenue analytics

·         Partner with Finance on ASC 606 / revenue recognition alignment

4. Systems Integration & Data Management

·         Define integration requirements across platforms (CRM, ERP, billing, data warehouse)

·         Collaborate with technical teams on APIs, middleware, and data flows

·         Support data governance, master data management, and reporting structures

5. Testing, Deployment & Support

·         Develop and execute UAT strategies and test cases

·         Support deployment planning and change management activities

·         Provide post-go-live support and continuous improvement recommendations

Required Qualifications

·         5–10+ years of experience as a Business Systems Analyst or Functional Consultant

·         Strong experience with CRM platforms (Salesforce preferred)

·         Hands-on experience with CPQ solutions (Salesforce CPQ, Zuora, Apttus/Conga, etc.)

·         Experience supporting Lead-to-Cash / Quote-to-Cash processes

·         Strong understanding of Revenue Operations and Sales processes

·         Experience with system integrations (CRM ERP Billing)

Preferred Qualifications

·         Experience with ERP systems (SAP, Oracle, NetSuite, etc.)

·         Exposure to billing and subscription platforms (Zuora, Chargebee, Stripe)

·         Knowledge of Revenue Recognition principles (ASC 606)

·         Experience in consulting or client-facing roles

·         Certifications:

o    Salesforce Admin / Business Analyst

o    CPQ Specialist (preferred)

Key Competencies

·         Strong stakeholder management and communication skills

·         Analytical thinking with ability to translate complexity into clarity

·         Process-oriented mindset with focus on scalability

·         Ability to operate in fast-paced, cross-functional environments

·         High attention to detail with strong documentation discipline

Typical Deliverables

·         Business Requirements Documents (BRDs)

·         Functional Design Documents (FDDs)

·         Process Flow Diagrams (Lead-to-Cash)

·         User Stories & Acceptance Criteria

·         Data Mapping & Integration Specifications

·         UAT Plans & Test Scripts

Requirements