Juniper Square - Lead Business Systems Analyst, Lead-to-Cash

• End-to-end process design • Document the Lead-to-Cash process for new-logo and fund administration expansion deals, stage by stage, from demand capture to revenue recognition • Define the target process, the system of record for each stage, and the hand-off rules between stages • Lead, account & opportunity model • Define requirements for lead-to-account matching, routing to existing account owners, and opportunity creation in Salesforce • Design how expansion opportunities are created and forecast, including by Fund Administration account managers • Define how a deal is represented from quote through order, provisioning, invoice, and revenue, including the customer hierarchy (account, platform workspace, fund, entity) • Commercial model & CPQ • Design an attribute-based product catalog and pricing model for software and fund administration services • Define billing determinants for asset-based, entity-based, and activity-based fees, including where each value is sourced and how it is validated • Define lifecycle events (start, amendment, escalation, suspension, termination) and decide which should be automated • Write the requirements and acceptance criteria the CPQ implementation is built and tested against • Build & configure • Build & configure • Configure and build simple-to-medium-complexity changes yourself in Salesforce and the CPQ: objects and fields, Flows, validation rules, page layouts, permission sets, reports and dashboards, and CPQ products, price rules, product rules, and approval rules • Prototype solutions in a sandbox to validate requirements with stakeholders before they're finalized • Hand off more complex work, such as Apex, integrations, and large data migrations, to our engineers with clear technical designs, and review what they build • Ship your changes through our release process, with sandbox testing, peer review, version control, and documentation, so every change to financial and customer data stays auditable • Contract to cash • Contract to cash • Define the data exchange between the CPQ and Ironclad, so signed terms, including uplifts, become the contract of record • Specify booking, onboarding, and billing triggers, and the subscription hand-off into Zone Billing and NetSuite, working with our Integrations Engineers • Partner with Revenue Accounting so every design supports ASC 606 and SOX control requirements • Data, testing & governance • Work with our Analytics Engineers so ARR and other key metrics can be computed from system data • Design and lead UAT, and own the data mapping for migrating live subscriptions • Own the commercial model's documentation and change process after go-live • What success looks like • First 90 days: a documented end-to-end process for both motions, and a first draft of the target commercial model and customer hierarchy, reviewed with Sales, Finance, and Fund Administration leaders; your first Salesforce configuration changes shipped to production • Within 6 months: an approved catalog, entity model, and acceptance criteria that the CPQ and integration builds are running against • Within 12 months: every live subscription represented in the new model at the entity level, with billing determinants and signed terms flowing between systems without re-keying