Revenue Systems Analyst

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

📋 Description

• Lead workshops with Account Executives, District Managers, Sales Support, Renewals, Sales Finance, and Business Systems.

• Document the current end-to-end revenue processes and outline enhanced future-state designs.

• Develop multi-tiered process maps encompassing lead-to-quote, quote-to-contract, order-to-cash, and renewals/amendments.

• Create and maintain a process library that includes maps, SOPs, definitions, and decision trees.

• Convert process and policy decisions into user stories, acceptance criteria, business rules, and operational scenarios.

• Collaborate with Business Systems to confirm feasibility and clarify requirements.

• Ensure traceability from process maps to requirements, test cases, and release notes.

• Utilize AI-powered tools such as Glean, Claude, and Gemini to enhance documentation and stakeholder synthesis.

• Assist in the administration and strategy for revenue workflow platforms, including a market intelligence platform.

• Help with configuration, user access, adoption tracking, and vendor coordination.

• Transform market intelligence signals into workflows for sellers and sales operations.

• Create enablement resources, including playbooks, prompt libraries, and use-case guides.

• Assess, pilot, and implement additional platforms, including AI-enabled solutions.

• Co-design UAT strategies and test scenarios, coordinating execution with Business Systems and business testers.

• Produce end-user documentation and support enablement initiatives.

• Aid in release readiness, training, communications, reporting impacts, and go-live checklists.

• Identify friction points, bottlenecks, policy leakage, and process variability using data and qualitative feedback.

• Assist in defining process KPIs and generating actionable reporting insights.

• Advocate for standardization, simplification, guardrails, and exception handling.

• Examine emerging technologies, automation prospects, and AI-enabled solutions.

• Facilitate consensus among Sales, Finance, and Business Systems regarding process decisions and sequencing.

• Support governance routines, including change intake, prioritization, documentation standards, and decision logs.

• Contribute to initiatives in the revenue systems roadmap, such as quoting modernization, contracting enhancements, data governance, commission and budget operationalization, and seller enablement.

⛳️ Requirements

• Bachelor's degree in Business, Operations, or a related field (or equivalent experience).

• Over 4 years of experience in Sales Operations, Revenue Operations, Business Process Analysis, or similar roles centered on process design and operational enhancement.

• Proficient in creating process maps and documentation for non-technical audiences using tools like Lucidchart, Visio, Miro, or similar.

• Experience in translating business needs into requirements, including user stories, acceptance criteria, and business rules.

• Proven experience in supporting cross-functional delivery.

• Familiarity with CRM and revenue operations platforms; Salesforce is preferred.

• Understanding of lead-to-cash processes including quoting, contracting, ordering, invoicing, and renewals.

• Strong skills in facilitation, stakeholder management, and written communication.

• Capacity to align teams with competing priorities.

• Analytical mindset with comfort in using data to diagnose issues and validate improvements.

• Eagerness to learn new technologies, methodologies, and ways of working.

• Readiness to leverage AI-powered tools for improving productivity, process design, analysis, documentation, and decision-making.

• Willingness to travel approximately 10–15%.

• Preferred: experience in K-12 education, EdTech, or subscription/SaaS environments.

• Preferred: experience with Salesforce CPQ, Revenue Cloud, or similar quoting automation and contract/amendment workflows.

• Preferred: Lean/Six Sigma Green Belt or higher, PMP, or comparable process improvement training.

• Preferred: familiarity with Agile delivery practices, backlog hygiene, Jira, and Confluence.

• Preferred: experience in developing playbooks/SOPs and collaborating with enablement teams.

🏝️ Benefits

• Bonus

• 401(k) plan

• Competitive health insurance

• Mental health options

• Basic life insurance

• Paid time off

• Parental leave

• Access to best-in-class development programs

• Remote work

• In-person onboarding or occasional travel to headquarters as required