Salesforce Business Systems Analyst (Quote to Cash)

BengaluruHybridFull TimePosted 2 months ago

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Role summary

Five9 is seeking a Salesforce Business Systems Analyst with a focus on Quote to Cash processes. This role acts as a liaison between IT Delivery and business stakeholders (Sales Operations, Revenue Operations, Finance) to translate business needs into technical requirements. Responsibilities include gathering requirements, analyzing business processes, documenting functional specifications, leading UAT, and defining integrations between Salesforce and core finance systems. The ideal candidate will have 5+ years of experience as a BSA, with strong knowledge of finance systems, CPQ, billing, and Salesforce integrations, working within Agile/Scrum environments. This role requires collaboration with US-based teams, necessitating overlapping working hours with U.S. Pacific time zones.

Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.

Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves.

Salesforce Business Systems Analyst-Quote to Cash

About the Team

The Business Technology organization at Five9 enables the systems and solutions that run, scale, and transform how the company operates. We collaborate closely with business leaders across the enterprise to translate strategic priorities and operational needs into clear, actionable requirements, drive thoughtful prioritization, and ensure the successful delivery of impactful technology initiatives.

As a Business Systems Analyst, you will be the liaison between the IT Delivery team and business stakeholders (e.g., Sales Operations, Revenue Operations, and Finance). You will gather requirements, provide detailed analysis, facilitate discovery sessions, and document functional specifications for the development, documentation, and testing of Salesforce (Sales Cloud and Service Cloud) and adjacent business systems supporting Lead-to-Cash/Order-to-Cash, including core finance systems (e.g., ERP/GL), CPQ, billing, revenue recognition, and reporting/analytics.

You will be required to maintain working hours that overlap with U.S. Pacific time zones to support collaboration.

Key Responsibilities:

Analyze business requests and translate into functional specifications

Develop and document deep business processes and domain knowledge

Capture use cases, user stories, and acceptance criteria for new requests

Develop artifacts to illustrate process flows using tools such as Lucidchart and Visio

Lead UAT planning and execution, including test cases, defect triage, and release readiness sign-off

Partner with Finance and Accounting stakeholders to map and improve end-to-end processes across Order-to-Cash (e.g., invoicing, credit/collections, revenue recognition inputs, and financial close impacts)

Define requirements for integrations and data flows between Salesforce and core finance systems (e.g., ERP/GL, billing, tax) to ensure accuracy, auditability, and timely downstream processing

Facilitate backlog grooming and prioritization in partnership with the Business Engagement Director

Responsible for understanding business requirements, creating/grooming user stories

Understand and perform Agile sprints, standard processes, tool entry (Jira or similar), and execution,

Maintain high-level familiarity with other IT system/business application capabilities and scope definition to make recommendations and ask relevant questions about upstream/downstream functionality intersection points.

Coordinate and perform system testing to ensure requirements are met. Work closely with project team during user acceptance testing (UAT); including tracking issues through to resolution and securing end user acceptance sign-off.

Qualifications:

A bachelor’s degree or an equivalent qualification is required.

5+ years’ experience as a Business Systems Analyst

Experience with core finance systems (ERP/GL) and related processes (e.g., Order-to-Cash, invoicing, revenue recognition); experience with CPQ and/or billing systems and their Salesforce integrations (e.g., NetSuite and LogiSense)

Hands-on experience documenting and supporting Salesforce-to-ERP integrations (e.g., APIs, middleware/iPaaS, ETL), including data mapping, reconciliation, and error handling

Great at execution, communication, critical thinking, coordination of work, and problem solving.

Ability to be organized, timely follow-ups, proactive at communication

Proven ability to elicit requirements and translate them into user stories with clear acceptance criteria

Experience working in Agile/Scrum teams, including backlog refinement, prioritization, and sprint ceremonies

Ability to support a cross-functional, enterprise user base by managing multiple concurrent enhancements

Strong written communication skills, including process documentation, release notes, and end-user enablement materials

Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills.  The more inclusive we are, the better we are.  Five9 is an equal opportunity employer.

View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal.

Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

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