Sr Process Analyst, Lead to Order

Job Title: Sr Process Analyst, Lead to Order

Position Description: Protingent Staffing has an exciting contract Sr Process Analyst, Lead to Order with our client located in Santa Clara, CA.

Job Responsibilities:

• Understand and Document Current Processes:
  • Conduct process discovery through stakeholder interviews, workshops, and working sessions.
  • Understand and document activities, decisions, handoffs, business rules, roles, systems, exceptions, and dependencies.
  • Develop current-state process maps using BPMN, swimlane, SIPOC, or similar methodologies.
  • Validate process documentation with business stakeholders and process owners.
  • Capture process variations across teams, regions, products, channels, or selling motions where applicable.
• Identify Pain Points and Process Gaps:
  • Identify bottlenecks, rework, duplication, unnecessary handoffs, manual activities, and unclear ownership.
  • Capture stakeholder pain points and help organize findings into clear themes.
  • Apply structured problem-solving and root-cause analysis techniques where appropriate.
  • Help distinguish whether issues relate to process, policy, data, technology, ownership, or enablement.
  • Provide clear findings that support future improvement discussions.
• Support CRO Process Excellence Priorities:
  • Dedicate approximately half of the role's capacity to process initiatives supporting the CRO organization.
  • Work closely with Sales, Sales Operations, Channel Operations, and related teams to understand current workflows and business challenges.
  • Document commercial processes including opportunity management, quoting, pricing, discounting, approvals, and Quote-to-Order.
  • Support process standardization and clarification of roles, handoffs, and business rules.
  • Provide process maps, documentation, findings, and requirements for priority CRO initiatives.
• Maintain the Process Catalog and Documentation Library:
  • Maintain and update the Lead-to-Order process catalog and supporting documentation.
  • Ensure process documentation follows established standards, naming conventions, hierarchy, and governance practices.
  • Keep process maps and related artifacts current as processes change.
  • Connect supporting documentation such as SOPs, RACIs, business rules, policies, requirements, and KPIs to the appropriate processes.
  • Identify outdated content, documentation gaps, duplication, and missing ownership.
  • Help make process information easy for stakeholders to find and understand.
• Support Process Improvement and Future-State Design:
  • Partner with the Process Architect and business teams to support process improvement efforts.
  • Provide current-state findings and documentation needed for future-state design.
  • Help document future-state workflows, roles, handoffs, business rules, and system interactions.
  • Support gap analysis between current and future states.
  • Assist with stakeholder validation and implementation readiness.
• Connect Process and Technology:
  • Apply working knowledge of CRM and CPQ-enabled sales processes during process discovery and analysis.
  • Understand how opportunities, quotes, products, pricing, approvals, and related information move through CRM and CPQ workflows.
  • Partner with Product, IT, Business Systems, and other technical teams to document business requirements.
  • Help identify where process, policy, technology, data, or enablement changes may be needed.
  • Support identification of opportunities for automation and reduction of manual work.
• Process Excellence Skills:
  • Lean Six Sigma Green Belt preferred; equivalent process-improvement or business-analysis certification will be considered.
  • Strong process-mapping and documentation skills.
  • Working knowledge of BPMN, swimlane diagrams, SIPOC, root-cause analysis, and current-state analysis.
  • Ability to organize complex information and translate it into clear process documentation.
  • Experience maintaining a process catalog, process repository, or documentation library preferred.
• CRM and CPQ Knowledge:
  • Working knowledge of enterprise CRM platforms; Salesforce experience highly desirable.
  • CPQ experience strongly preferred.
  • Understanding of opportunity management, quoting, pricing, discounting, approvals, and Quote-to-Order processes.
  • Experience with Signavio, Visio, Lucidchart, or comparable process-mapping tools.
• Analytical and Collaboration Skills:
  • Strong analytical and structured problem-solving skills.
  • Excellent facilitation, written communication, and interpersonal skills.
  • Ability to work effectively across Sales, Sales Operations, Finance, Channel Operations, Product, and technology teams.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple process-documentation and analysis activities independently.

Job Qualifications:

• 5+ years of experience in business process analysis, Sales Operations, Revenue Operations, operational excellence, business analysis, or a related discipline.
• Bachelor's degree required.
• Hands-on Sales Operations or Revenue Operations experience strongly preferred.
• Strong understanding of sales and commercial processes, with Quote-to-Order experience highly desirable.
• Experience conducting process discovery, facilitating workshops, and documenting cross-functional processes.
• Experience supporting CRM, CPQ, business-process, or digital-transformation initiatives.
• Experience in technology, hardware, SaaS, subscription, or partner/channel environments preferred.

Job Details:

• Job Type: Contract
• Pay Rate: $70-$80/hr
• Location: Santa Clara, CA

Benefits Package: Protingent offers competitive salaries, insurance plan options (HDHP plan or POS plan), education/certification reimbursement, pre-tax commuter benefits, Paid Time Off (PTO) and an administered 401k plan.

About Protingent: Protingent is an Award-Winning provider of top-tier Engineering and IT talent, trusted by companies at the forefront of innovation — from Software and Aerospace to AI, Clean Tech, Medical Devices, and Connected Technologies. We’re passionate about making a positive impact by connecting exceptional talent with meaningful opportunities and helping our clients build the future.