Process Analyst - Q2C - Provisions / Sales Operations

Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Revenue Operations Quote to Cash Strategy and Operations team is responsible for operational aspects of the Sales Operations Quote to Cash space. The Process Analyst will have key responsibilities focused on provisioning service to Salesforce customers, supporting customer / case escalations, and perform operational initiatives. The role will report to theManager of the Quote to Cash Strategy & Operations. Salesforce is a fast paced environment and we are looking for someone who can contribute immediately, manage multiple responsibilities and produce high quality work.

Responsibilities :

Understand end-to-end provisioning / entitlements process and upstream and down stream impacts

Perform provisioning / entitlement monitoring reports and triage steps for timely delivery of Salesforce functionality

Respond to process & policy questions and cases, escalating issues as needed

Make decisions and resolve issues using knowledge, skills, and judgment

Execute recurring data updates accurately and timely

Identify and implement process improvements for accuracy and consistency

Audit processes to identify defects

Document and maintain a repository of Quote to Cash business rules and process flows

Required Skills / Experience :

2 to 5 years of experience related to CPQ and Order Management Systems

User experience with Salesforce platform and Working knowledge of Lucidcharts

Working knowledge of Microsoft Office and or Google Workspace apps

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-paced environment, managing deadlines and delivering accuracy where adaptability is imperative

Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment

Strong attention to detail

Team-oriented

Demonstrate initiative and proactivity

Independent thinking with consideration of cross-functional and downstream impacts.

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and , and our AI agents accelerate your impact so you can . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

Accommodations

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Skills Required

Microsoft Office