Hungry, Humble, Honest, with Heart.

 

The Opportunity

We are seeking a hands-on Sr. Business Systems Analyst to support new projects, enhancements, and continuous improvement across end-to-end sales systems. This role will partner with Sales, Revenue Operations, Field Operations, Compensation, Finance, and Engineering teams to translate business needs into scalable solutions spanning Salesforce, quoting, Aviso, forecasting, reporting tools, and related integrations.

A key focus of this role will be strengthening forecasting processes and improving confidence in pipeline, forecast, and revenue data. The analyst will support Aviso administration, forecast views, inspection workflows, dashboards, data synchronization, reporting, and user adoption while helping ensure that forecasting information is accurate, timely, consistent, and actionable for sales leaders and executives.

The ideal candidate is analytical, detail-oriented, organized, and comfortable managing multiple initiatives from discovery through implementation. This person will evaluate business processes, define requirements, coordinate testing and deployment, resolve system and data issues, and drive adoption of solutions that improve sales productivity, forecast accuracy, data quality, and operational visibility.

Key Responsibilities

Business Analysis and Project Delivery

• Partner with stakeholders to understand business objectives, processes, pain points, and system requirements.

• Lead or support initiatives from discovery and requirements definition through design, testing, deployment, and post-launch support.

• Translate business needs into clear functional requirements, user stories, process flows, acceptance criteria, and solution documentation.

• Evaluate current-state processes and recommend improvements that enhance efficiency, scalability, controls, and user experience.

• Coordinate across business, systems, engineering, and implementation teams to deliver projects and enhancements on time.

• Support prioritization, scope management, risk identification, status reporting, and stakeholder communications.

• Facilitate workshops, process reviews, design sessions, and requirements validation meetings.

Sales Systems and Process Support

• Support end-to-end sales processes, including lead and opportunity management, account and territory structures, forecasting, quoting, approvals, order handoff, renewals, and reporting.

• Analyze and resolve system, workflow, data, integration, and user-access issues across Salesforce, quoting platforms, Aviso, and related tools.

• Maintain and improve data quality, business rules, field definitions, ownership structures, hierarchies, and system controls.

• Partner with system administrators and technical teams to design and implement Salesforce enhancements, workflows, automation, reports, dashboards, and integrations.

• Support quoting and related processes, including product, pricing, discounting, approval, configuration, and downstream data requirements.

• Monitor system integrations and data synchronization, investigate discrepancies, and coordinate root-cause resolution.

• Support user access, role-based visibility, permissions, and security requirements as needed.

Aviso, Forecasting, and Reporting

• Support the operational use and continuous improvement of Aviso or comparable forecasting and revenue intelligence platforms.

• Help define and improve forecast views, inspection workflows, dashboards, rules, and reporting.

• Support pipeline inspection, revenue reporting, and data-reconciliation processes.

• Build and maintain recurring reports, dashboards, scorecards, and executive-ready summaries.

• Consolidate information from multiple systems into concise insights, trends, and recommended actions.

• Ensure reporting requirements are clearly defined, validated, documented, and aligned with business definitions.

Testing, Adoption, and Continuous Improvement

• Develop test plans, test cases, and validation criteria for new functionality and system changes.

• Coordinate user acceptance testing, defect triage, release validation, change communications, and post-release support.

• Create and maintain standard operating procedures, data definitions, process documentation, training materials, and quick-reference guides.

• Provide enablement, office hours, and troubleshooting support for business users.

• Gather user feedback and identify opportunities to improve system usability, adoption, data integrity, and operational effectiveness.

• Recommend automation and process improvements that reduce manual effort and improve visibility across the sales lifecycle.

Required Qualifications

• 10+ years of experience in business systems analysis, Sales Operations, Revenue Operations, Sales Strategy, Business Operations, or a related function.

• Experience supporting enterprise sales systems in a B2B environment.

• Hands-on experience with Salesforce and related sales technology platforms.

• Experience with quoting, CPQ, deal desk, pricing, approvals, or downstream order processes.

• Experience with Aviso or a comparable forecasting, pipeline management, or revenue intelligence platform.

• Demonstrated experience gathering requirements and delivering system projects or enhancements.

• Experience with process mapping, data analysis, testing, issue resolution, and change management.

• Strong Excel or Google Sheets skills, including lookups, pivot tables, data validation, and analysis of large datasets.

• Ability to manage data quality, reconcile conflicting information, and identify root causes.

• Strong written and verbal communication skills, with the ability to explain systems and processes to technical and non-technical audiences.

• Excellent organization, prioritization, attention to detail, follow-through, and stakeholder management skills.

Preferred Qualifications

• Experience supporting sales forecasting, pipeline inspection, territory management, or revenue reporting.

• Familiarity with integrations, APIs, data warehouses, reporting platforms, or CRM architecture.

• Experience working in an Agile environment using tools such as Jira or similar platforms.

• Business analysis, Salesforce, or project management certification.

This position is primarily remote. There is no specific in-office requirement, however, there may be circumstances where you may be required to come into a local office for a specific purpose, and/or to travel to other locations based on business needs.

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