Senior Business Systems Analyst (Quote-to-Cash)
ClioSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Technology, Enterprise SoftwareIndustries
Requirements
- Over 8 years of experience with Salesforce Sales Cloud in the SaaS industry
- Over 4 years of hands-on experience with Salesforce CPQ
- Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions
- Strong expertise in declarative development tools such as Workflows, Approval processes, Flow Builder, Lightning App Builder, etc
- Positive problem solver who loves advancing customer service beyond the status quo
- Authorized to work in the United States (no F-1 visa sponsorship, including OPT)
Responsibilities
- Own the Quote-to-Cash process and drive high-impact initiatives to optimize it leveraging Salesforce CPQ, Ironclad, Netsuite, and Workato
- Collaborate with business stakeholders, analyze existing business processes, define business requirements, and translate them into solution design
- Own the project plan and ensure timely delivery of projects per established roadmaps by working closely with business teams
- Implement configurations using declarative tools, including managing custom objects, fields, validation rules, flows, etc
- Create and maintain documentation and reference guides related to the Salesforce instance, end-to-end processes, and business objectives
- Stay on top of product releases/functionalities, work on certifications, and understand best practices for building functionalities in Salesforce
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this a remote position or does it require office work?
This is a full-time position based in the Oakland, CA office with a hybrid work schedule: in office M/W/Th with the option to work from home Tu/Fr.
What key skills and tools are required for this role?
The role requires expertise in Salesforce CPQ, Ironclad, Netsuite, and Workato, along with skills in analyzing business processes, defining requirements, solution design, implementing configurations using declarative tools like flows, and project management.
What is the company culture like at Everlaw?
Everlaw has an open and vibrant company culture committed to professional growth, offering an annual learning and development stipend, regular career goal check-ins, and valuing passion, integrity, thinking big, and a desire to learn.
What does the Enterprise Technology team focus on?
The Enterprise Technology Team is a brand new team whose mission is to create an integrated suite of enterprise systems and technologies that drives efficiency, provides on-demand business insights, and facilitates seamless business process flows.
What tips do you have for applying to this position?
Apply even if you don't meet every skill requirement, as Everlaw does not believe in the ‘perfect’ candidate and encourages applications from those who can bring value to the team; highlight your strategic thinking, creative problem-solving, and cross-functional collaboration skills.
Everlaw
Provides ediscovery software for legal teams
About Everlaw
Everlaw provides advanced ediscovery software designed for law firms, corporations, and government agencies. Ediscovery involves the process of locating and securing electronic data to be used as evidence in legal cases. Everlaw's platform simplifies this process, allowing legal teams to focus on their core tasks. The software is cloud-native and utilizes analytics and machine learning to quickly identify relevant information, making it user-friendly for legal professionals of all tech levels. In addition to ediscovery, Everlaw offers tools for deposition and trial preparation, as well as solutions for responding to cyber breaches and other legal actions. This comprehensive approach enhances the efficiency and productivity of legal teams. Everlaw generates revenue by selling its software and services to a diverse range of clients.
Oakland, CaliforniaHeadquarters
2010Year Founded
$290.5MTotal Funding
SERIES_DCompany Stage
Enterprise Software, LegalIndustries
201-500Employees
Benefits
Competitive salary
Substantial equity
Retirement plan with company matching
Health, dental, and vision
Flexible Spending Accounts for health and dependent care expenses
Paid parental leave and sick leave
Seventeen paid vacation days plus 11 federal holidays
Membership to Modern Health to help employees prioritize mental health and wellness
Annual allocation for Learning & Development opportunities and applicable professional membership dues
Company-sponsored life and disability insurance
Risks
GenAI adoption may face challenges due to AI accuracy concerns.
Expansion of Everlaw for Good could strain company resources.
Reliance on cloud solutions exposes Everlaw to data breach risks.
Differentiation
Everlaw integrates AI-based clustering for deeper insights in ediscovery.
The platform offers centralized legal holds, reducing manual data management risks.
Everlaw for Good provides free access to legal tech for non-profits.
Upsides
GenAI-powered assistants reduce time and costs in the discovery process.
Partnership with BDO USA enhances global litigation support services.
Everlaw ranked #1 in customer satisfaction in ediscovery.
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