CRM Business Operations Analyst Portfolio Company
CRM Business Operations Analyst Portfolio Company
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Job Description
Our mission is to elevate leading brands through unforgettable digital connections with their customers. Sitecore delivers a composable digital experience platform that empowers the worlds smartest and largest brands to build lifelong relationships with their customers. A highly decorated industry leader Sitecore is the leading company bringing together content commerce and data into one connected platform that delivers millions of digital experiences every day. Thousands of bluechip companies including American Express Porsche Starbucks LOral and Volvo Cars rely on Sitecore to provide more engaging personalized experiences for their customers. Learn more at Sitecore. Sitecores foundation is our diverse group of passionate smart innovative and collaborative individuals located across four continents and over 25 countries. Having a wide range of perspectives experiences and skills is what makes us the company we are today. The Sitecore values are what drive and unite us across the globe.
About the role:
We are seeking a Business Operations Analyst to provide support for our Salesforce Sales Cloud & Salesforce CPQ environment which will include but not be limited to Salesforce CPQ best practices systems/user support data governance and crossfunctional project support.
What you will do:
Support the Global Sales and Deal Desk organizations to efficiently create and process CPQ orders
- Provide CPQ support to Deal Desk and Sales Teams for complex deals
- Serve as the point of contact for technical Deal Desk and Field questions on CPQ and Pricing
- Act as the primary contact for handling CPQ tickets and cases
- Provide Data Migration support and corrections for client licenses that were transitioned to CPQ
- Documentation support as needed
- Provide training as needed to support end users through business process or system changes
Support the Order Management organization during month end and quarter end activities
- Provide CPQ support to Order Management to allow closing of deals efficiently
- Troubleshoot and resolve CPQ quoting issues to ensure smooth bookings
- Provide training and assistance for license key management and cloud provisioning.
Work with stakeholders to improve quote to cash processes in Sitecore
- Collect business requirements and work with technology team and developers to test validate and implement.
- Ensure recurring CPQ bugs are identified and resolved with support from CPQ developers
- Document endtoend processes and processrelated artifacts such as business requirements document flow charts Training material etc.
Work with Pricing and Packaging team
- Partner with our product and pricing organization to ensure best in class governance process and pricing are being used within our systems and platforms.
- Support investigation and resolution of issues concerns and escalated request
- Provide testing support for new and updated product launches
General
- Intermediate to advanced understanding of the integrations between systems (Salesforce & NetSuite primarily) would be an added advantage.
- Complete assigned responsibilities on time and with extremely high quality and attention to detail and demonstrate a highlevel understanding of Revenue Processes from Lead to Cash.
- As needed formally train on new enhancements and functional releases and/or support and coordinate enduser training and documentation with the Sales Enablement team.
- Monitor assess create publish and maintain documentation for any requested changes by the business unit as well as notify all internal staff of requested changes.
- Participate and conduct system testing and coordinate implementation of new or changed system parameters or release enhancements with business units.
Qualifications :
- Bachelors degree in a business discipline preferred.
- Certified Salesforce Administrator or equivalent Salesforce experience.
- Experience with Salesforce CPQ is required.
- Background in Sales Operations is a plus.
- 4 years of experience managing and prioritizing a diverse set of projects.
- Advanced proficiency in Microsoft Office applications especially Excel.
- Strong attention to detail and an analytical mindset to identify opportunities for process improvements communicate solutions and document results.
- Ability to be transactionally focused while also stepping back to assess scalability and efficiency improvements.
- Highly organized with the ability to balance multiple requests efficiently.
- Exceptional communication and interpersonal skills able to communicate across all levels of an organization and train individuals from various disciplines.
- Proactive flexible and adaptable in managing tasks ranging from administrative to complex and analytical while adhering to SLAs.
Additional Information :
We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles while also valuing inclusive workplace experiences. By fostering a sense of community we drive innovation strengthen connections and nurture belonging. Our commitment ensures you can work in a way that suits you best while also engaging with colleagues to share ideas and build meaningful relationships.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
