Lead to Cash Business Analyst Job at Insight Global, San Mateo, CA

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  • Insight Global
  • San Mateo, CA

Job Description

Must Haves:

  • 5+ years of experience as a Business Analyst utilizing project management methodologies to drive timelines
  • Strong experience and knowledge of business requirement documentation (BRDs)
  • Hands on experience coordinating and performing UAT testing.
  • Experience supporting requirements related to Lead to Cash, Order to Cash, Quote to Cash, Sales Operations, or Revenue Operations type business processes/operations
  • Experience with and understanding of the Salesforce platform; demonstrated knowledge of Salesforce capabilities/potential to provide solutions to business problems
  • Strong documentation and communication skills for multi-stakeholder alignment, simplifying complex analysis through compelling storytelling slides, and producing high-quality documentation.
  • Ability to synthesize business pain points and people/process/technology issues to formulate proposals to remediate them
  • Structures own work to meet all deadlines, is able to shoulder additional workload, and adds value by exceeding original plans
  • Demonstrates use of listening and questioning techniques to understand issues and problems
  • Ability to become a trusted advisor with key stakeholders
  • Proficient in Google Slides and Sheets, Lucidchart or Microsoft Excel and PowerPoint

Plusses:

  • Salesforce Admin experience
  • Background in sales operations

Job Description:

Insight Global is looking for 3 Sr Business Analysts to join a leader in the tech industry supporting the transformation of their Lead to Cash business operations. These Bas will have diverse responsibilities primarily focused on technology and system implementations, delivering automation and improving our operational infrastructure. Business Analysts (BAs) help improve processes and efficiency by understanding business needs, capturing the project requirements, and collaborating/communicating with stakeholders to support development and implementation of the Salesforce solution. BAs work effectively with both people and information to facilitate a solution to a problem.

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