Title:Revenue Operations Systems Analyst (Draft)
Reports to:Director, Revenue Operations
Department:Revenue Operations
The Revenue Operations Systems Analyst owns configuration and optimization of the CPQ (RCA) system to enable accurate, efficient, and scalable deal execution across the QTC lifecycle, driving automated approvals, pricing consistency, and improved deal velocity through system-driven governance. This role will work cross-functionally with Sales, Sales Operations, Business Systems/IT, Deal Desk, Finance, and Legal to improve deal velocity, ensure data integrity, and enable scalable growth.
-
Configure and maintain RCA system components, including product catalog (SKUs, bundles, attributes, and hierarchies), pricing rules, discount structures, and quote templates.
-
Configure deal approval workflow routing, approval logic, and governance frameworks, including discount thresholds, deal size, complexity, and risk triggers within Salesforce RCA/CML
-
Design and build reporting and dashboards using a combination of Salesforce native reporting tools/AI and PowerBI for purposes of tracking metrics and KPIs for the RevOps department
-
Work with Business Systems/IT to hand off configurations of system components in order for deployment into PROD
-
Enable efficient and scalable deal execution by implementing automated approval mechanisms (“green zone”) and ensuring speed, accuracy, and accountability across deal processing
-
Translate business and revenue process requirements into scalable CPQ configurations and workflows aligned to Quote-to-Cash (QTC) standards and commercial KPIs
-
Identify and implement opportunities to reduce manual effort, improve efficiency and streamline deal submission, approval, and execution processes and workflows.
-
Ensure data integrity and consistency across RCA and CRM systems by defining and enforcing data standards, validation rules, and required fields
-
Support audit, compliance, and governance requirements through system controls, approval tracking, and change history management
-
Partner cross-functionally with Sales, Sales Ops, RevOps, Deal Desk, Finance, and Legal to align quoting, contracting, and billing processes
-
Monitor routing efficiency, and approval cycle times, driving continuous improvement of deal workflows and outcomes in consultation with Deal Desk.
-
Perform additional duties as required.
Innovation
-
Generates creative, solution-focused ideas that drive improvement and add value.
-
Challenges conventional thinking, learns from setbacks, and delivers enhanced outcomes.
Accountability
-
Takes full ownership to deliver assigned tasks, goals, and outcomes.
-
Delivers high-quality work on time, with clear expectations and proactive communication.
Service Excellence
-
Anticipates and responds to customer needs with professionalism, ensuring a positive and solutions-oriented experience.
-
Collaborates across teams, applying feedback to continuously improve service quality and satisfaction.
Teamwork
-
Works collaboratively with team members to achieve shared goals and support team success.
-
Values diverse perspectives and fosters an inclusive, respectful, and collaborative team culture.
-
Bachelor’s degree in Business, Finance, Information Systems, or a related field.
-
3–5+ years of experience in Revenue Operations, Sales Operations, or CPQ/CRM systems administration.
-
Hands-on experience configuring Salesforce RCA including product setup, pricing rules, and approval workflow automation.
-
Strong understanding of Quote-to-Cash processes, including quoting, approvals, contracting, and billing integration.
-
Ability to translate business requirements into system configurations and scalable workflows.
-
Strong analytical and problem-solving skills with attention to detail.
-
Data-driven mindset and experience identifying and resolving process inefficiencies.
-
Proven ability to collaborate with cross-functional teams and clearly communicate system logic.
-
Familiarity with pricing governance, deal desk operations, or revenue recognition concepts preferred.
