Lead Business Systems Analyst, Lead-to-Cash

📋 Description

• Document the Lead-to-Cash process for new-logo and fund administration expansion deals, stage by
• Define the target process, the system of record for each stage, and the hand-off rules between
• Define requirements for lead-to-account matching, routing to existing account owners, and
• Design how expansion opportunities are created and forecast, including by Fund Administration
• Define how a deal is represented from quote through order, provisioning, invoice, and revenue
• Design an attribute-based product catalog and pricing model for software and fund administration

🎯 Requirements

• 7+ years as a business systems analyst, solution architect, or functional consultant, including at
• Requirements experience across several Lead-to-Cash stages: lead management and routing
• Have modeled asset-based, usage-based, or other non-seat fee structures down to the billing
• Deep experience designing product catalogs and pricing models in a CPQ (Salesforce CPQ or Revenue
• Strong working knowledge of Salesforce and Zone Billing / NetSuite data models: leads, accounts
• Experience with multi-entity and multi-currency billing, including FX and escalation logic

🎁 Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies