Process Associate Analyst, Quote to Cash Strategy and Operations

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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 the Manager 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+ years of experience related to CPQ and Order Management Systems
• 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.
• User experience with Salesforce platform

Desired Skills/Experience:

• Working knowledge of Lucidchart

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 be your best, and our AI agents accelerate your impact so you can do your best. 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.

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In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.