Associate Business Systems Analyst

Job Description

Introduction

We are looking for an Associate Business Systems Analyst to join our growing Enterprise Applications team, supporting the delivery and optimisation of our Salesforce Revenue Cloud platform and broader Quote-to-Cash ecosystem. This is a hands-on, high-impact role for someone who is passionate about translating business requirements into scalable Salesforce solutions — and who wants to build deep expertise in one of the most strategically important areas of our technology stack. 

You will work closely with our Sales Operations, Finance, and Revenue Operations teams to support end-to-end business processes across quoting, contracting, billing, and revenue recognition — playing a key role in both our day-to-day BAU delivery and our ambitious Q2R (Quote-to-Revenue) programme. 

Job Responsibilities

Business Analysis & Requirements 

• Elicit, document, and translate business requirements from stakeholders across Sales, Finance, and Revenue Operations into clear, well-structured user stories with defined acceptance criteria 

• Conduct gap analysis between current-state processes and desired future-state outcomes, identifying risks, dependencies, and opportunities for improvement 

• Facilitate requirements workshops and discovery sessions with cross-functional teams across multiple time zones 

• Maintain accurate and up-to-date documentation including functional specifications, process flows, and data mapping documents 

Salesforce Revenue Cloud & Order-to-Cash 

• Support the configuration, testing, and delivery of Salesforce Revenue Cloud (RCA/RCB) solutions including product catalog setup, quoting workflows, contract lifecycle management, billing schedules, and invoice generation 

• Analyse and document the end-to-end Order-to-Cash process — from opportunity creation through quote, contract, order, invoice, and revenue recognition — identifying process gaps and improvement opportunities 

• Work closely with developers and implementation partners to ensure solutions are built to specification and aligned with business requirements 

• Support integration testing between Salesforce and downstream systems including NetSuite, Avalara, and other revenue operations tools 

Testing & Quality Assurance 

• Develop test scenarios, test cases, and test scripts from user stories and process documentation 

• Execute functional and regression testing across Salesforce Revenue Cloud and connected systems 

• Participate in UAT sessions — coordinating with business users, logging defects in Jira, and tracking resolution through to sign-off 

• Identify and document defects clearly with reproduction steps, expected vs. actual results, and business impact 

Stakeholder Management & Collaboration 

• Build strong working relationships with business stakeholders, developers, and implementation partners across the US, UK, and Vietnam 

• Communicate requirements, progress, and risks clearly and proactively — both in written documentation and verbal updates 

• Provide day-to-day Salesforce support to business users — triaging issues, identifying root causes, and coordinating fixes with the development team 

• Contribute to weekly status reporting and sprint ceremonies including stand-ups, backlog refinement, and retrospectives 

Qualifications

Knowledge and Experience

Essential 

• 2–4 years of experience in a Business Analyst, Systems Analyst, or related role within a technology or SaaS organization 

• Hands-on exposure to Salesforce Revenue Cloud (RCA and/or RCB) — including quoting, contracting, billing, or order management configuration and testing 

• Working knowledge of the Order-to-Cash (O2C) process — from opportunity and quote through contract, order, invoice, and payment — and how it is supported in a CRM/ERP context 

• Experience writing user stories, acceptance criteria, functional specifications, and process documentation to a high standard 

• Familiarity with Jira or a similar project management and defect tracking tool 

• Strong analytical thinking — able to break down complex business problems into clear, actionable requirements 

• Excellent written and verbal communication skills in English — able to communicate confidently with both technical and non-technical stakeholders 

Preferred 

• Salesforce certification — Administrator, Sales Cloud Consultant, or Revenue Cloud related certification (or actively working toward one) 

• Experience with CPQ (Configure, Price, Quote) tools — Salesforce CPQ or equivalent 

• Exposure to ERP systems such as NetSuite — particularly in a billing, revenue recognition, or finance context 

• Experience with tax calculation tools such as Avalara 

• Knowledge of revenue recognition standards (ASC 606 / IFRS 15) and how they apply to subscription and SaaS business models 

• Experience working in an Agile/Scrum delivery environment 

• Prior exposure to Salesforce integrations — understanding of how data flows between Salesforce and downstream systems via middleware tools such as Workato or Celigo 

Technical Skills:

• Salesforce Sales Cloud: Required
• Salesforce Revenue Cloud (RCA/RCB): Required — working knowledge
• Salesforce CPQ: Preferred
• Order-to-Cash process knowledge: Required
• Jira / project tracking tools: Required
• User story and acceptance criteria writing: Required
• Test case and test script development: Required
• NetSuite or ERP familiarity: Preferred
• Avalara / tax systems: Preferred
• Workato / Celigo / integration tools: Advantageous
• SQL / SOQL (basic): Advantageous

Education

Bachelor's degree in Business Administration, Information Systems, or a related field.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.