Lead-to-Cash Business Partner

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the ongoing enhancement of Salesforce-driven Lead-to-Cash processes across Revenue Operations, Finance, Quote to Order, Order to Cash, and Customer Success.

• Collaborate with business stakeholders to identify current challenges, process bottlenecks, and desired outcomes.

• Analyze root causes, clarify business challenges, and provide guidance on potential solutions.

• Question and refine business requests based on measurable outcomes.

• Foster trusted relationships across various business sectors.

• Evaluate enhancement requests for completeness, strategic alignment, and potential impact.

• Convert findings into business justifications with clearly defined outcomes and success metrics.

• Assess the overall impact on processes and systems, including bugs and enhancements.

• Utilize HLE outputs to compare business value with estimated complexity and assist in prioritization.

• Work in tandem with other Lead-to-Cash Business Partners on technically challenging requests.

• Collaborate with the Salesforce Center of Excellence to clarify requirements, validate solutions, and set priorities.

• Ensure that delivered solutions meet business outcomes and established success criteria.

• Maintain process documentation and Lead-to-Cash artifacts.

• Communicate enhancement decisions, roadmap updates, and Salesforce releases clearly and in non-technical terms.

• Convert technical modifications into business-centric messaging to support stakeholder adoption.

• Monitor process feedback and workstream health to pinpoint opportunities for improvement.

• Suggest system and process enhancements that boost efficiency, data quality, and scalability.

• Leverage AI capabilities to enhance team operations and the evaluation, definition, and delivery of systems, processes, and enhancements.

⛳️ Requirements

• 4–7 years of experience in Revenue Operations, Business Systems, Sales Operations, or a related field with direct experience in Salesforce-enabled processes.

• Strong skills in discovery and requirements gathering, including root-cause analysis and problem definition.

• Comprehensive understanding of Lead-to-Cash processes, including lead management, opportunity management, quoting, contracting, and order management.

• Practical experience with Salesforce in a B2B context.

• Ability to cultivate relationships with business stakeholders and influence prioritization decisions without direct authority.

• Excellent written and verbal communication skills.

• Proven curiosity and initiative in exploring AI tools and integrating them into everyday tasks.

• Experience in SaaS or cybersecurity sectors.

• Familiarity with Salesforce CPQ and GTM Tools.

• Background in consulting, technical product management, or business process architecture.

• Understanding of Agile/Scrum delivery models and collaboration with a Salesforce Center of Excellence.

🏝️ Benefits

• Culture of flexibility, trust, and continuous learning.

• Recognition for growth and opportunities to make a significant impact.

• Workplace culture focused on diversity and inclusion.

• Support and care for employees.

• AI-first work environment with opportunities to utilize AI capabilities.