Sales Operations / CPQ Business Analyst

Location: Santa Clara, CA
Work Arrangement: Fully Onsite
Duration: 12 Months
Experience: 5+ Years
Education: Bachelor’s Degree Required

Job Description

We are seeking an experienced Sales Operations / Revenue Operations Business Analyst to support sales process optimization, commercial operations, and digital transformation initiatives. The ideal candidate will have strong experience in Quote-to-Order (Q2O) processes, Salesforce CRM, CPQ (Configure, Price, Quote), and cross-functional business process analysis.

This role requires a hands-on professional who can lead process discovery, facilitate stakeholder workshops, document current and future-state workflows, and identify opportunities to improve sales and commercial processes.

Candidates with direct Sales Operations or Revenue Operations experience combined with CPQ and Quote-to-Order expertise are strongly preferred over candidates with general Business Analyst experience alone.

Key Responsibilities

• Analyze and document end-to-end Quote-to-Order (Q2O), Quote-to-Cash (Q2C), and related sales and commercial processes.

• Conduct process discovery sessions, stakeholder interviews, and cross-functional workshops to understand business requirements.

• Map current-state and future-state business processes and identify gaps, inefficiencies, and opportunities for improvement.

• Work with Sales Operations, Revenue Operations, Finance, IT, and other stakeholders to define business requirements and process improvements.

• Support Salesforce CRM and CPQ-related initiatives, including process optimization and digital transformation.

• Develop business process documentation, workflow diagrams, requirements documents, and other project deliverables.

• Facilitate stakeholder discussions to align business needs, system capabilities, and operational objectives.

• Identify opportunities to streamline sales workflows, improve operational efficiency, and enhance the customer and partner experience.

• Support business process transformation initiatives across sales, commercial operations, and order management.

Required Qualifications

• 5+ years of experience in Business Analysis, Sales Operations, Revenue Operations, Commercial Operations, or Operational Excellence.

• Hands-on experience with Salesforce CRM and CPQ (Configure, Price, Quote).

• Strong understanding of Quote-to-Order (Q2O), Quote-to-Cash (Q2C), or Order-to-Cash (O2C) processes.

• Experience conducting process discovery, stakeholder workshops, requirements gathering, and process mapping.

• Strong skills in business process documentation, workflow analysis, and cross-functional collaboration.

• Excellent communication, analytical, and stakeholder management skills.

• Bachelor's degree required.

• Ability to work fully onsite in Santa Clara, California.

Preferred Qualifications

• Experience in technology, hardware, SaaS, subscription services, or partner/channel sales environments.

• Experience supporting sales process transformation, CRM/CPQ implementations, or commercial operations improvement initiatives.

• Knowledge of pricing, quoting, order management, and downstream order fulfillment processes.

• Experience working with cross-functional teams across Sales, Finance, IT, and Operations.