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Salesforce Business Systems Analyst (Quote to Cash)

Five9Five9·Cloud Computing / Contact Center Software

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~12 min

Company site

Posted

24 days

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About the role

Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.

Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves.

Salesforce Business Systems Analyst-Quote to Cash

About the Team

The Business Technology organization at Five9 enables the systems and solutions that run, scale, and transform how the company operates. We collaborate closely with business leaders across the enterprise to translate strategic priorities and operational needs into clear, actionable requirements, drive thoughtful prioritization, and ensure the successful delivery of impactful technology initiatives.

As a Business Systems Analyst, you will be the liaison between the IT Delivery team and business stakeholders (e.g., Sales Operations, Revenue Operations, and Finance). You will gather requirements, provide detailed analysis, facilitate discovery sessions, and document functional specifications for the development, documentation, and testing of Salesforce (Sales Cloud and Service Cloud) and adjacent business systems supporting Lead-to-Cash/Order-to-Cash, including core finance systems (e.g., ERP/GL), CPQ, billing, revenue recognition, and reporting/analytics.

You will be required to maintain working hours that overlap with U.S. Pacific time zones to support collaboration.

Key Responsibilities:

  • Analyze business requests and translate into functional specifications
  • Develop and document deep business processes and domain knowledge
  • Capture use cases, user stories, and acceptance criteria for new requests
  • Develop artifacts to illustrate process flows using tools such as Lucidchart and Visio
  • Lead UAT planning and execution, including test cases, defect triage, and release readiness sign-off
  • Partner with Finance and Accounting stakeholders to map and improve end-to-end processes across Order-to-Cash (e.g., invoicing, credit/collections, revenue recognition inputs, and financial close impacts)
  • Define requirements for integrations and data flows between Salesforce and core finance systems (e.g., ERP/GL, billing, tax) to ensure accuracy, auditability, and timely downstream processing
  • Facilitate backlog grooming and prioritization in partnership with the Business Engagement Director
  • Responsible for understanding business requirements, creating/grooming user stories
  • Understand and perform Agile sprints, standard processes, tool entry (Jira or similar), and execution,
  • Maintain high-level familiarity with other IT system/business application capabilities and scope definition to make recommendations and ask relevant questions about upstream/downstream functionality intersection points.
  • Coordinate and perform system testing to ensure requirements are met. Work closely with project team during user acceptance testing (UAT); including tracking issues through to resolution and securing end user acceptance sign-off.

Qualifications:

  • A bachelor’s degree or an equivalent qualification is required.
  • 5+ years’ experience as a Business Systems Analyst
  • Experience with core finance systems (ERP/GL) and related processes (e.g., Order-to-Cash, invoicing, revenue recognition); experience with CPQ and/or billing systems and their Salesforce integrations (e.g., NetSuite and LogiSense)
  • Hands-on experience documenting and supporting Salesforce-to-ERP integrations (e.g., APIs, middleware/iPaaS, ETL), including data mapping, reconciliation, and error handling
  • Great at execution, communication, critical thinking, coordination of work, and problem solving.
  • Ability to be organized, timely follow-ups, proactive at communication
  • Proven ability to elicit requirements and translate them into user stories with clear acceptance criteria
  • Experience working in Agile/Scrum teams, including backlog refinement, prioritization, and sprint ceremonies
  • Ability to support a cross-functional, enterprise user base by managing multiple concurrent enhancements
  • Strong written communication skills, including process documentation, release notes, and end-user enablement materials

Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills.  The more inclusive we are, the better we are.  Five9 is an equal opportunity employer.


View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal.

Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

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Aplyr's read

Five9 excels in cloud contact center solutions, attracting tech-savvy professionals keen on enhancing customer communication through innovative software.

Synthesized from recent postings & public sources

What's promising

  • Five9's cloud-based platform is crucial for businesses seeking flexible and scalable customer service solutions.
  • The company is investing heavily in AI and automation, indicating a forward-thinking approach.
  • Recent hires suggest robust growth and a diverse range of career opportunities across global locations.

What to watch

  • Competition in the cloud contact center market is intense, with major players like Amazon and Microsoft.
  • Rapid technological changes require constant adaptation, potentially straining resources.
  • Limited public information about employee satisfaction and company culture could concern potential applicants.

Why Five9

  • Five9 specializes in cloud contact center software, setting it apart from broader cloud service providers.
  • The focus on AI-driven customer experience solutions highlights its commitment to innovation.
  • A diverse range of roles in engineering and management reflects a comprehensive approach to talent acquisition.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Five9

Five9 is a leading provider of cloud contact center software, enabling businesses to deliver exceptional customer service and support through a variety of communication channels.

Founded
2001
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