Quote to Cash Strategy

1 week ago


Toronto, Canada Salesforce Full time

Job Category

Program & Project Management

Job Details

**About Salesforce**

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you’ve come to the right place.

**Description**:
The Revenue Operations Quote to Cash (Q2C) Strategy and Operations team is responsible for operational aspects of the Salesforce Q2C space. The Business Analyst will have diverse responsibilities focused on supporting key business operations, among other critical activities. Your primary focus will require you to ensure forecasting is reflecting accurately, but will include participation in projects as needed. The role will report to the Manager of the Quote to Cash Strategy & Operations Team. Salesforce is a fast-paced environment, and we are looking for someone who can get going quickly to manage multiple responsibilities and projects while producing high-quality work.

**Responsibilities**:

- Run vital monitoring reports and analyze for required actions
- Complete recurring data updates accurately and timely
- Respond to process & policy questions and raise issues to management as necessary
- Develop, document and maintain a repository of Quote to Cash business rules and process flows and enablement materials
- Complete any necessary SOX controls
- Act as tier 2 escalation point to resolve more difficult issues
- Represent Quote to Cash Operations team as a stakeholder and trusted advisor for all of Revenue Operations
- Participate in cross functional workshops for strategic projects
- Create and maintain project plans

**Required Skills/Experience**:

- 1 - 5+ years of experience related to CPQ and Order Management Systems
- 1 - 5+ years of experience with Salesforce products
- Working knowledge of lucid charts or other process documentation software
- Solid understanding of Smartsheet or other project management software
- Proficient in Microsoft Excel
- Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly
- Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to timelines where adaptability is imperative
- Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with tight timelines in a fast paced environment
- Ability to handle ambiguity effectively and prioritize multiple projects.
- Meticulous attention to detail
- Thrive in a team environment
- Demonstrate initiative Ability to work independently

**Desired Skills/Experience**:

- Experience with Dataloader and Workbench
- Ability to create macros in Excel
- Python background

LI-Hybrid

Accommodations

Posting Statement

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce. 

Salesforce welcomes all.



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