Lead Business Systems Analyst, Lead-to-Cash

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About the role

  • Lead business systems analyst redesigning Lead-to-Cash systems for Juniper Square’s private-markets technology platform. Owning commercial models, CPQ configuration, Salesforce workflows, billing, and revenue requirements.

Responsibilities

  • Document the Lead-to-Cash process for new-logo and fund administration expansion deals from demand capture to revenue recognition
  • Define the target process, system of record for each stage, and hand-off rules
  • Define lead-to-account matching, routing, opportunity creation, and expansion opportunity forecasting in Salesforce
  • Design deal representation from quote through order, provisioning, invoice, and revenue, including customer hierarchy
  • Design an attribute-based product catalog and pricing model for software and fund administration services
  • Define billing determinants, their sources, validation, and lifecycle events
  • Write CPQ implementation requirements and acceptance criteria
  • Configure and build Salesforce and CPQ changes, including objects, fields, Flows, validation rules, layouts, permissions, reports, dashboards, products, price rules, product rules, and approval rules
  • Prototype solutions in a sandbox and validate requirements with stakeholders
  • Hand off complex Apex, integration, and migration work to engineers and review deliverables
  • Ship auditable changes through sandbox testing, peer review, version control, release, and documentation
  • Define CPQ-to-Ironclad data exchange and contract-of-record requirements
  • Specify booking, onboarding, billing, and subscription hand-offs into Zone Billing and NetSuite
  • Partner with Revenue Accounting to support ASC 606 and SOX controls
  • Work with Analytics Engineers to enable ARR and other metrics from system data
  • Design and lead UAT and own live-subscription migration mapping
  • Own commercial model documentation and change management after go-live

Requirements

  • 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
  • Requirements experience across lead management and routing, opportunity and forecasting, CPQ, contract management, billing, and revenue
  • Experience modeling asset-based, usage-based, or other non-seat fee structures down to the billing determinant level
  • Deep experience designing product catalogs and pricing models in a CPQ
  • Strong working knowledge of Salesforce and Zone Billing / NetSuite data models
  • Experience with multi-entity and multi-currency billing, including FX and escalation logic
  • Working understanding of ASC 606 and how commercial terms drive revenue recognition
  • SQL fluency for profiling and reconciling data across systems
  • Ability to turn ambiguous processes into precise, testable specifications
  • Hands-on Salesforce administration and CPQ configuration
  • Experience shipping changes through sandboxes, version control, and a release process, with testing and documentation

Benefits

  • Health, dental, and vision care for you and your family
  • Life insurance
  • Mental wellness coverage
  • Fertility and growing family support
  • Flex Time Off in addition to company-paid holidays
  • Paid family leave, medical leave, and bereavement leave policies
  • Retirement saving plans
  • Allowance to customize your work and technology setup at home
  • Annual professional development stipend
  • Equity

Job type

Full Time

Experience level

Senior

Salary

$150,000 - $245,000 per year

Degree requirement

No Education Requirement

Tech skills

SQL

Location requirements

RemoteUnited States

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