Sr Process Analyst, Lead to Order

Job Description

Job DescriptionDuties:
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.

2. Identify Pain Points and Process Gaps

• 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.

3. Support CRO Process Excellence Priorities

• 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.

4. Maintain the Process Catalog and Documentation Library

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• Identify outdated content, documentation gaps, duplication, and missing ownership.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

5. Support Process Improvement and Future-State Design

• 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.

6. Connect Process and Technology

• 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.

Skills:
Process Excellence Skills

• 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.

CRM and CPQ Knowledge

• 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.

Analytical and Collaboration Skills

• 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.