Lead Business Systems Analyst, Lead-to-Cash

Juniper Square

. Document the Lead-to-Cash process for new-logo and fund administration expansion deals from demand capture to revenue recognition .

Posted 10/15/2026full-timeRemote • United States, CanadaSenior💰 $150,000 - $245,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Document the Lead-to-Cash process for new-logo and fund administration expansion deals from demand capture to revenue recognition
Define the target process, system of record for each stage, and hand-off rules
Define lead-to-account matching, routing, opportunity creation, and expansion opportunity forecasting in Salesforce
Design deal representation from quote through order, provisioning, invoice, and revenue, including customer hierarchy
Design an attribute-based product catalog and pricing model for software and fund administration services
Define billing determinants, their sources, validation, and lifecycle events
Write CPQ implementation requirements and acceptance criteria
Configure and build Salesforce and CPQ changes, including objects, fields, Flows, validation rules, layouts, permissions, reports, dashboards, products, price rules, product rules, and approval rules
Prototype solutions in a sandbox and validate requirements with stakeholders
Hand off complex Apex, integration, and migration work to engineers and review deliverables
Ship auditable changes through sandbox testing, peer review, version control, release, and documentation
Define CPQ-to-Ironclad data exchange and contract-of-record requirements
Specify booking, onboarding, billing, and subscription hand-offs into Zone Billing and NetSuite
Partner with Revenue Accounting to support ASC 606 and SOX controls
Work with Analytics Engineers to enable ARR and other metrics from system data
Design and lead UAT and own live-subscription migration mapping
Own commercial model documentation and change management after go-live

Requirements

What you’ll need

7+ years as a business systems analyst, solution architect, or functional consultant, including at least 4 years on lead-to-cash, quote-to-cash, or order-to-cash systems
Requirements experience across lead management and routing, opportunity and forecasting, CPQ, contract management, billing, and revenue
Experience modeling asset-based, usage-based, or other non-seat fee structures down to the billing determinant level
Deep experience designing product catalogs and pricing models in a CPQ
Strong working knowledge of Salesforce and Zone Billing / NetSuite data models
Experience with multi-entity and multi-currency billing, including FX and escalation logic
Working understanding of ASC 606 and how commercial terms drive revenue recognition
SQL fluency for profiling and reconciling data across systems
Ability to turn ambiguous processes into precise, testable specifications
Hands-on Salesforce administration and CPQ configuration
Experience shipping changes through sandboxes, version control, and a release process, with testing and documentation

Benefits

Comp & perks

Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company-paid holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Allowance to customize your work and technology setup at home
Annual professional development stipend
Equity