Lead Business Analyst – Quote to Cash

Responsibilities

• Serve as the functional lead for all Quote-to-Cash (QTC) initiatives across Salesforce CRM, NetSuite ERP, CPQ, billing, and order management.
• Document end-to-end business processes including Lead, Opportunity, Quote, Order, Billing, and Revenue flows.
• Partner with Sales Operations and GTM leaders to refine and improve sales processes and system workflows.
• Gather, analyze, and translate business requirements into functional specifications and user stories.
• Drive cross-functional workshops to define future-state processes and system enhancements.
• Work closely with CRM, ERP, Integration, and Data teams to ensure seamless handoffs and process efficiency.
• Support solution design for Salesforce enhancements including CPQ, approvals, automation, and reporting.
• Support NetSuite functional workflows including order booking, customer master, invoicing, and financial posting.
• Collaborate with integration teams to ensure reliable and accurate data flows between systems.
• Develop documentation such as BRDs, process flows, UAT scripts, training materials, and SOPs.
• Identify opportunities for automation, simplification, and AI-enabled productivity improvements.

Requirements

• 7+ years of experience in Business Analysis with strong Quote-to-Cash exposure.
• Hands-on functional expertise with Salesforce CRM (Sales Cloud, CPQ preferred).
• Experience supporting NetSuite ERP workflows including order management, billing, and finance operations.
• Strong understanding of GTM processes, Sales Ops, pipeline management, and forecasting.
• Experience documenting business flows, requirements, and functional specifications.
• Knowledge of integration technologies such as Boomi, MuleSoft, ADF, or similar tools.
• Excellent communication and facilitation skills with the ability to influence stakeholders across Sales, Finance, and IT.

About the Company

WatchGuard Technologies, Inc. is a leader in cybersecurity, providing advanced security solutions to protect businesses from evolving digital threats.