ZoomInfo is looking for a driven, analytical, and business-focused
Business Analyst III to support the Quote to Cash value stream within the CPQ & Digital Commerce portfolio. This individual contributor role is focused on analyzing, designing, documenting, and optimizing the business processes and technology capabilities that support ZoomInfo's end-to-end commercial lifecycle - from product configuration and quoting through contracting, order management, billing, invoicing, collections, and revenue recognition.
You will work at the intersection of Sales, Deal Desk, Revenue Operations, Finance, Billing, and Engineering, translating complex Quote to Cash business needs into clear, actionable requirements for Salesforce and connected enterprise platforms. The role requires strong functional expertise in
Salesforce CPQ and
Salesforce Revenue Cloud Advanced (RCA), along with an understanding of integrations with middleware and downstream financial systems such as
Boomi, SAP, and Zuora.
Operating within a SAFe Agile framework, you will partner closely with Product Managers, Salesforce Architects, Engineers, QA, and business stakeholders to define current-state and future-state processes, write Features and user stories, support testing and releases, and ensure delivered solutions improve operational efficiency, data quality, scalability, and revenue outcomes.
This is a high-visibility role requiring strong stakeholder management, structured problem-solving, and the ability to translate between business process needs and technical implementation details.
What You'll do:1. Business Analysis & Process Design- Partner with Sales Operations, Deal Desk, Revenue Operations, Finance, Billing, Accounting, Legal, and Customer Success stakeholders to understand Quote to Cash business processes, pain points, and strategic priorities.
- Lead requirements-gathering sessions, stakeholder interviews, workshops, and process walkthroughs to identify business needs and define solution requirements.
- Develop and maintain current-state and future-state process maps for Quote to Cash workflows, including quoting, approvals, contracting, ordering, billing, invoicing, renewals, amendments, and cancellations.
- Analyze process gaps, manual workarounds, data-quality issues, and operational bottlenecks; recommend scalable improvements aligned to business objectives.
- Translate business needs into clear functional requirements, business rules, user stories, acceptance criteria, process flows, and supporting documentation.
- Validate requirements with subject matter experts and end users through walkthroughs, prototypes, and structured feedback sessions.
2. Salesforce CPQ & Revenue Cloud Analysis- Serve as a functional subject matter expert for Salesforce CPQ /Salesforce Revenue Cloud Advanced (RCA) capabilities supporting the Quote to Cash lifecycle.
- Analyze and document requirements related to product configuration, bundles, pricing rules, discount schedules, quote templates, approval workflows, contract amendments, renewals, and order processes.
- Partner with Product Managers, Salesforce Administrators, Architects, and Engineers to define scalable Salesforce solutions that meet business requirements and adhere to platform standards.
- Assess the impact of proposed changes on Salesforce objects, data models, automation, security, reporting, integrations, and downstream financial processes.
- Support the evaluation of Salesforce-native capabilities, including Flow, approval processes, Revenue Cloud functionality, and reporting, before recommending custom development or third-party solutions.
- Maintain functional documentation for Quote to Cash capabilities, including business rules, process flows, data definitions, and system dependencies.
3. Agile Delivery & Requirements Management- Partner with Product Managers to refine and maintain the Quote to Cash backlog within the Agile Release Train (ART).
- Author detailed Features, user stories, acceptance criteria, and supporting requirements documentation in alignment with SAFe Agile standards.
- Ensure requirements are sufficiently detailed, prioritized, testable, and ready for development before sprint or PI planning.
- Participate actively in PI Planning, backlog refinement, sprint planning, daily standups, iteration reviews, system demos, and Inspect & Adapt sessions.
- Collaborate with Engineering and QA to clarify requirements, resolve open questions, manage scope changes, and support timely delivery.
- Track dependencies, risks, assumptions, and decisions across Quote to Cash initiatives; escalate blockers proactively to Product Management and delivery leadership.
4. Testing, Release Readiness & Operational Support- Develop and execute business test scenarios, test cases, and validation plans for Salesforce CPQ, RCA, integrations, and related Quote to Cash capabilities.
- Coordinate and support User Acceptance Testing (UAT), including test planning, stakeholder readiness, defect triage, retesting, and sign-off.
- Partner with QA and Engineering to investigate defects, clarify expected behavior, prioritize fixes, and validate resolutions.
- Support release planning and change-management activities to ensure Quote to Cash enhancements are appropriately tested, documented, communicated, and adopted.
- Create or contribute to release notes, process documentation, training materials, and end-user communications.
- Monitor post-release performance and user feedback to identify adoption gaps, defects, and opportunities for continuous improvement.
What you bring:- Bachelor's degree in Business Administration, Information Systems, Finance, Computer Science, or a related field; equivalent practical experience may be considered.
- 5+ years of experience as a Business Analyst, Systems Analyst, Business Systems Analyst, or similar role supporting enterprise business applications.
- 3+ years of experience supporting Quote to Cash, Lead to Cash, or related revenue operations processes in a B2B SaaS or subscription-based business environment.
- Hands-on functional experience with Salesforce CPQ, including product configuration, bundles, pricing, discounting, approvals, quote generation, amendments, renewals, and related workflows.
- Experience with Salesforce Revenue Cloud Advanced (RCA) or comparable Salesforce revenue lifecycle, order management, or billing capabilities.
- Demonstrated ability to gather and document complex business requirements, create process maps, write user stories, define acceptance criteria, and manage requirements through delivery.
- Experience working in an Agile delivery environment, including SAFe, Scrum, or Kanban; familiarity with backlog refinement, sprint planning, PI Planning, and UAT.
- Strong understanding of Salesforce data model concepts, workflow automation, reporting, security considerations, and integration dependencies.
- Strong analytical and problem-solving skills, with the ability to identify root causes, assess business impact, and recommend practical solutions.
- Excellent written and verbal communication skills, including the ability to facilitate workshops and communicate effectively with executive, business, and technical stakeholders.
Preferred- Experience with enterprise integration platforms, such as Boomi, including familiarity with integration patterns, data mappings, error handling, and reconciliation processes.
- Experience working with ERP systems such as SAP ECC or S/4HANA.
- Experience with subscription billing and revenue platforms such as Zuora.
- SAFe certification, such as SAFe Product Owner/Product Manager (POPM), SAFe Practitioner, or equivalent Agile certification.
- Salesforce certifications, such as Salesforce Certified Administrator, Salesforce CPQ Specialist, Salesforce Revenue Cloud Consultant, or related credentials.
- Experience supporting a high-growth B2B technology company with complex pricing, subscription, renewal, and expansion motions.
- Experience partnering closely with Revenue Operations, Deal Desk, Finance, Accounting, Billing, Legal, and Sales Operations teams.
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Actual compensation offered will be based on factors such as the candidate's work location, qualifications, skills, experience and/or training. Your recruiter can share more information about the specific salary range for your desired work location during the hiring process. We want our employees and their families to thrive.
In addition to comprehensive benefits we offer holistic mind, body and lifestyle programs designed for overall well-being. Learn more about ZoomInfo benefits here.
Below is the US base salary for this position. Additional compensation such as Bonus, Commission, Equity and other benefits may also apply.
$77,630-$121,990 USD
