Expert Business Analyst - CPQ/Revenue Cloud

Job Summary

The Expert Business Analyst, CPQ / Revenue Cloud, is the analysis lead for quote-to-cash in Business Systems. This person works between Finance, Billing, Revenue Operations and Sales Operations on one side and the Salesforce and Zuora development teams on the other. They turn business needs into clear, testable user stories that are ready to build. The role starts with Salesforce CPQ and Revenue Cloud, which is where the business needs the most help today. It is not limited to one platform. Business Systems puts analysts where the work is, so as priorities change this person will also take on Zuora, Boomi integrations, other Salesforce clouds or other enterprise applications in the portfolio. The ideal candidate knows finance and billing well enough to challenge a requirement, knows CPQ well enough to judge whether it can be built, picks up new systems quickly, and keeps refining a story with stakeholders and developers until nothing is left open.

Key Responsibilities

• Act as the main analysis contact for Finance, Billing, Revenue Operations and Sales Operations on CPQ, Revenue Cloud and quote-to-cash work.
• Run requirements sessions with finance and billing stakeholders, using their terms: bookings, ARR/MRR, proration, co-terming, amendments, renewals, invoicing schedules, revenue recognition and credit memos.
• Turn business needs into well-defined user stories with clear acceptance criteria, edge cases and test scenarios before they go to refinement.
• Work through open questions with developers and architects so stories are complete and buildable, and log decisions and open items in Jira and Confluence.
• Own the end-to-end quote-to-cash view: product catalog, pricing, quoting, approvals, contracts, orders, billing and the hand-offs from Salesforce through Boomi to Zuora.
• Analyze and document CPQ and Revenue Cloud setup, including product bundles, product and price rules, discount schedules, approval rules, quote templates, amendments and renewals.
• Map data and define field-level requirements for integrations between Salesforce, Zuora and downstream finance systems.
• Frame unclear problems, set out solution options and tradeoffs (configuration vs. customization, CPQ vs. Revenue Cloud, Salesforce vs. Zuora ownership), and recommend a path forward.
• Resolve conflicting requirements between Sales, Finance and Billing, and push back on requests that are incomplete, conflicting or low value.
• Support the move from Salesforce CPQ to Revenue Cloud, including gap analysis, process redesign and migration requirements.
• Lead the analysis side of UAT: build test scenarios with Finance and Billing, triage defects and confirm release readiness.
• Find recurring quote-to-cash problems, such as manual billing fixes, order fallout or reconciliation issues, and propose fixes that reduce manual work and technical debt.
• Contribute to BA standards for story quality and definition of ready, and coach other analysts on quote-to-cash work.
• Move to other systems and initiatives across the Business Systems portfolio as priorities change, including Zuora, Boomi, other Salesforce clouds and other business applications. Apply the same analysis discipline wherever the work is.

Required Qualifications

• Bachelor’s degree in Business, Finance, Information Systems or a related field, or equivalent experience.
• 8+ years of business analysis experience with enterprise business applications.
• 5+ years of hands-on business analysis on Salesforce CPQ and/or Revenue Cloud.
• Strong working knowledge of quote-to-cash and subscription billing processes, including pricing, amendments, renewals, invoicing and revenue recognition concepts.
• Proven ability to work with finance and billing stakeholders and turn their needs into technical requirements.
• Track record of writing clear, testable user stories and acceptance criteria in Agile Scrum environments.
• Experience leading analysis for multi-system initiatives that span Salesforce and a billing platform.
• Proven ability to learn new platforms quickly and apply business analysis skills across different systems and business areas.
• Strong understanding of integration concepts, data mapping and system dependencies.
• Hands-on experience with Jira and Confluence.
• Advanced process mapping skills (e.g., BPMN, swimlane diagrams, Visio, Lucidchart).
• Ability to influence senior stakeholders without direct authority.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Salesforce CPQ Specialist, Revenue Cloud Consultant or Business Analyst certification.
• Hands-on Zuora Billing experience (Zuora Revenue a plus), or another subscription billing platform, with the ability to take on Zuora analysis work on its own when needed.
• Experience with a Salesforce CPQ to Revenue Cloud migration or a large CPQ re-implementation.
• Familiarity with ASC 606 revenue recognition concepts.
• Experience with middleware such as Boomi or MuleSoft.
• SQL or reporting skills for data analysis, reconciliation and validation.
• Healthcare technology or regulated-industry experience

Compensation Range:

$102,269-$142,155

Compensation for this job is subject to market conditions, geographic considerations, the candidate’s unique skills and experience, state and local laws, and budget. Our commitment to pay transparency is a testament to our dedication to creating a fair, equitable, and inclusive workplace. By continuously analyzing market trends, staying abreast of changes in state laws, and making budgetary adjustments accordingly, we strive to ensure that our compensation practices reflect the value we place on our associates’ unique contributions and support their professional growth.

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At Veradigm, our greatest strength comes from bringing together talented people with diverse perspectives to support the needs of healthcare providers, life science companies, health plans, and the patients they serve. The Veradigm Network is a dynamic, open community of solutions, external partners, and cutting-edge artificial intelligence technologies that provide advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive compensation and benefits package, including holidays, vacation, medical, dental, and vision insurance, company paid life insurance and retirement savings.

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