Lead Business Systems Analyst, Lead-to-Cash

New

Location: Americas (USA or Canada)Full-TimeLead

SalaryThe U.S. base salary range for this role is $150,000 - $245,000. Compensation for this position includes a base salary, equity, and a variety of benefits.

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Job Details

Experience: 7+ years as a business systems analyst, solution architect, or functional consultant, including at least 4 years on lead-to-cash, quote-to-cash, or order-to-cash systems
Required Skills: SQLSalesforceNetSuite

Requirements

Have 7+ years of experience as a business systems analyst, solution architect, or functional consultant.
Have at least 4 years of experience with Lead-to-Cash, Quote-to-Cash, or Order-to-Cash systems.
Have requirements experience across lead management and routing, opportunity management and forecasting, CPQ, contract management, billing, and revenue.
Have modeled asset-based, usage-based, or other non-seat fee structures down to the billing determinant level.
Have deep experience designing CPQ product catalogs and pricing models, using Salesforce CPQ, Revenue Cloud, Neu, DealHub, Conga, Zuora, or similar.
Have strong working knowledge of Salesforce and Zone Billing or NetSuite data models, including leads, accounts, opportunities, quotes, orders, contracts, subscriptions, invoices, and revenue arrangements.
Have experience with multi-entity and multi-currency billing, including FX and escalation logic.
Have a working understanding of ASC 606 and how commercial terms drive revenue recognition.
Be fluent in SQL for profiling and reconciling data across systems.
Be able to turn ambiguous processes into precise, testable specifications.
Have hands-on Salesforce administration and CPQ configuration experience, including objects and fields, Flows, validation rules, page layouts, permission sets, reports, products, bundles, price rules, product rules, and approvals.
Have experience shipping changes through sandboxes, version control, and a release process, with testing and documentation.
Preferred: experience with fund administration, private equity, real estate, or asset management fee structures; exposure to Marketo, Ironclad, Zone Billing, or Workato; or experience with AI tools and agentic processes.

Responsibilities

Document the Lead-to-Cash process for new-logo and fund administration expansion deals, from demand capture through revenue recognition.
Define the target process, system of record for each stage, and hand-off rules between stages.
Specify lead-to-account matching, routing, Salesforce opportunity creation, and expansion opportunity forecasting.
Design how deals and customer hierarchies are represented from quote through order, provisioning, invoice, and revenue.
Design the attribute-based product catalog and pricing model, and define billing determinants, data sources, and validation.
Define lifecycle events and determine which should be automated; write CPQ implementation requirements and acceptance criteria.
Configure Salesforce and CPQ changes, prototype solutions in a sandbox, and hand off complex engineering work with technical designs.
Ship changes through the release process, including sandbox testing, peer review, version control, and documentation.
Define CPQ-to-Ironclad data exchange and booking, onboarding, billing, and subscription hand-offs to Zone Billing and NetSuite.
Design and lead UAT, own subscription migration data mapping, and maintain commercial model documentation and change processes.

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