Sr. Salesforce Business Analyst

Passionate people. Loyal clients. Leading solutions.

With a rich culture of creative collaboration and professional growth, IDeaS’ team members build successful careers with us.

IDeaS is proud to be a global powerhouse of innovation and excellence; challenge and reward. No matter where we’re working, our teams come together to create leading revenue management solutions that accelerate our clients’ growth through revenue optimization.

Now we just need you!

Summary

The Senior Salesforce Business Analyst, Quote-to-Cash, forms part of the Commercial Technology and Intelligence (CTI) team. This role partners with business stakeholders and the Business Information Systems (BIS) team to enhance and support Salesforce capabilities across the Quote-to-Cash (QTC) lifecycle. The ideal candidate possesses strong Salesforce expertise and experience supporting complex commercial processes, including quoting, enterprise and estate-level quoting, pricing, contract management, and workflow automation. This individual serves as a liaison between business and technical teams, translating business needs into scalable solutions while supporting testing, deployment, adoption, and continuous improvement efforts.

Knowledge of downstream processes such as billing, invoicing, and revenue recognition is preferred.

Major Responsibilities

• Partner with business stakeholders to gather, analyze, and document business requirements across the Quote-to-Cash lifecycle.
• Collaborate with BIS, Salesforce Administrators, Developers, and Architects to design and deliver scalable Salesforce solutions.
• Facilitate discovery sessions, stakeholder interviews, and process reviews to identify improvement opportunities.
• Develop business requirements, user stories, acceptance criteria, process maps, and related documentation.
• Support complex quoting scenarios, including enterprise, multi-product, and estate-level quoting structures.
• Assess impacts of new products, pricing models, contractual changes, and go-to-market initiatives on business processes and supporting systems.
• Coordinate and support functional testing, regression testing, User Acceptance Testing (UAT), and post-deployment validation.
• Troubleshoot and resolve Salesforce-related issues impacting Quote-to-Cash processes.
• Support release planning, change management, user adoption, and training activities.
• Build strong cross-functional partnerships and contribute to continuous process improvement initiatives.
• Perform other duties as assigned.

Requirements (Knowledge, Skills, Abilities, Competencies, Education & Experience)

• Bachelor's degree in Business, Information Systems, Operations, Finance, or related field.
• 5+ years of Business Analyst experience supporting enterprise business systems.
• Strong Salesforce experience, including requirements gathering, solution design, testing, releases, and user support.
• Understanding of Quote-to-Cash processes, including opportunity management, quoting, pricing, approvals, contract management, renewals, and order management.
• Experience supporting complex quoting scenarios, including enterprise and estate-level quoting.
• Experience creating business requirements, user stories, process flows, and acceptance criteria.
• Experience leading or supporting User Acceptance Testing (UAT).
• Strong analytical, problem-solving, organizational, and communication skills.
• Ability to effectively collaborate with both business and technical teams.
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.

Preferred Qualifications

• Experience with Salesforce CPQ or similar Configure, Price, Quote (CPQ) solutions.
• Experience supporting contract lifecycle management and complex commercial sales processes.
• Understanding of downstream Quote-to-Cash processes, including billing, invoicing, revenue recognition, collections, and financial reporting.
• Experience working within Agile delivery frameworks and collaborating with technical development teams.
• Salesforce Business Analyst, Salesforce Administrator, or related Salesforce certifications.
• Experience supporting SaaS subscription and recurring revenue business models.
• Experience leveraging AI-powered technologies such as Microsoft Copilot, Salesforce Agentforce, Claude, ChatGPT, or similar platforms to improve productivity, business analysis, requirements gathering, testing, process automation, and operational efficiency is a plus.

Additional Information

• Travel as business requirements dictate at management discretion.
• Equivalent combination of education, training, and relevant experience may be considered.

We Support Who You Are….

As a global company, we strive to create an inclusive environment where diverse perspectives spark innovation and meet the challenges of an evolving world. Whether you’re launching a new career or expanding your current one, IDeaS is a company where you can balance great work with all other aspects of your life.

At IDeaS, we also aspire to live our values each day by being Accountable, Curious, Passionate and Authentic. And we continue our quest to build a more inclusive environment that attracts, represents and provides a place for diverse ideas, unique perspectives, and authentic voices.

Additional Information: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status.

SAS is an equal opportunity employer. All qualified applicants are considered for employment without regard to any characteristic protected by law. Read more: Know Your Rights.

Equivalent combination of education, training, and relevant experience may be considered in place of the education requirement stated above.

Resumes may be considered in the order they are received.

IDeaS/SAS employees performing certain job functions may require access to technology or software subject to export or import regulations. To comply with these regulations, IDeaS/SAS may obtain nationality or citizenship information from applicants for employment. IDeaS/SAS collects this information solely for trade law compliance purposes and does not use it to discriminate unfairly in the hiring process.