Sr Process Analyst, Lead to Order

Job Description

Job Description

Duties:

1. Understand and Document Current Processes

• Conduct process discovery through stakeholder interviews, workshops, and working sessions.


• Understand and document activities, decisions, handoffs, business rules, roles, systems, exceptions, and dependencies.


• Develop current-state process maps using BPMN, swimlane, SIPOC, or similar methodologies.


• Validate process documentation with business stakeholders and process owners.


• Capture process variations across teams, regions, products, channels, or selling motions where applicable.

• Identify bottlenecks, rework, duplication, unnecessary handoffs, manual activities, and unclear ownership.


• Capture stakeholder pain points and help organize findings into clear themes.


• Apply structured problem-solving and root-cause analysis techniques where appropriate.


• Help distinguish whether issues relate to process, policy, data, technology, ownership, or enablement.


• Provide clear findings that support future improvement discussions.

• Dedicate approximately half of the role's capacity to process initiatives supporting the CRO organization.


• Work closely with Sales, Sales Operations, Channel Operations, and related teams to understand current workflows and business challenges.


• Document commercial processes including opportunity management, quoting, pricing, discounting, approvals, and Quote-to-Order.


• Support process standardization and clarification of roles, handoffs, and business rules.


• Provide process maps, documentation, findings, and requirements for priority CRO initiatives.

• Maintain and update the Lead-to-Order process catalog and supporting documentation.


• Ensure process documentation follows established standards, naming conventions, hierarchy, and governance practices.


• Keep process maps and related artifacts current as processes change.


• Connect supporting documentation such as SOPs, RACIs, business rules, policies, requirements, and KPIs to the appropriate processes.


• Identify outdated content, documentation gaps, duplication, and missing ownership.


• Help make process information easy for stakeholders to find and understand.

• Partner with the Process Architect and business teams to support process improvement efforts.


• Provide current-state findings and documentation needed for future-state design.


• Help document future-state workflows, roles, handoffs, business rules, and system interactions.


• Support gap analysis between current and future states.


• Assist with stakeholder validation and implementation readiness.

• Apply working knowledge of CRM and CPQ-enabled sales processes during process discovery and analysis.


• Understand how opportunities, quotes, products, pricing, approvals, and related information move through CRM and CPQ workflows.


• Partner with Product, IT, Business Systems, and other technical teams to document business requirements.


• Help identify where process, policy, technology, data, or enablement changes may be needed.


• Support identification of opportunities for automation and reduction of manual work.

• Lean Six Sigma Green Belt preferred; equivalent process-improvement or business-analysis certification will be considered.


• Strong process-mapping and documentation skills.


• Working knowledge of BPMN, swimlane diagrams, SIPOC, root-cause analysis, and current-state analysis.


• Ability to organize complex information and translate it into clear process documentation.


• Experience maintaining a process catalog, process repository, or documentation library preferred.

• Working knowledge of enterprise CRM platforms; Salesforce experience highly desirable.


• CPQ experience strongly preferred.


• Understanding of opportunity management, quoting, pricing, discounting, approvals, and Quote-to-Order processes.


• Experience with Signavio, Visio, Lucidchart, or comparable process-mapping tools.

• Strong analytical and structured problem-solving skills.


• Excellent facilitation, written communication, and interpersonal skills.


• Ability to work effectively across Sales, Sales Operations, Finance, Channel Operations, Product, and technology teams.


• Strong attention to detail and organizational skills.


• Ability to manage multiple process-documentation and analysis activities independently.