Lead Business Systems Analyst, Lead-to-Cash

🕒 October 15

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $150k - $245k / year

⏰ Full Time

🟠 Senior

🧐 Business Analyst

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Juniper Square

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Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

📋 Description

• 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

• 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

• 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

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