Lead Business Systems Analyst, Lead-to-Cash

The role

You will own the business design for the end-to-end Lead-to-Cash process. This includes designing the commercial model, defining requirements, and performing hands-on configuration in Salesforce and CPQ.

What you will do

• Document the Lead-to-Cash process from demand capture to revenue recognition
• Define target processes, systems of record, and hand-off rules
• Define requirements for lead-to-account matching, routing, and opportunity creation
• Design expansion opportunity forecasting and customer hierarchy
• Design an attribute-based product catalog and pricing model
• Define billing determinants for various fee types
• Define and automate lifecycle events
• Write requirements and acceptance criteria for CPQ implementation
• Configure and build changes in Salesforce and CPQ including objects, fields, Flows, and rules
• Prototype solutions in a sandbox

Required qualifications

• 7+ years as a business systems analyst, solution architect, or functional consultant
• At least 4 years on lead-to-cash, quote-to-cash, or order-to-cash systems
• Requirements experience across lead management, opportunity/forecasting, CPQ, contract management, billing, and revenue
• Modeled asset-based, usage-based, or other non-seat fee structures down to the billing determinant level
• Deep experience designing product catalogs and pricing models in a CPQ (Salesforce CPQ or Revenue Cloud, Neu, DealHub, Conga, Zuora, or similar)
• Strong working knowledge of Salesforce and Zone Billing / NetSuite data models
• Experience with multi-entity and multi-currency billing, including FX and escalation logic
• Working understanding of ASC 606 and how commercial terms drive revenue recognition
• SQL fluency for profiling and reconciling data across systems
• Ability to turn ambiguous processes into precise, testable specifications
• Hands-on Salesforce administration and CPQ configuration
• Experience shipping changes through sandboxes, version control, and a release process

Nice to have

• Experience with fund administration, private equity, real estate, or asset management fee structures
• Hands-on exposure to Marketo, Ironclad, Zone Billing, or Workato
• Experience using AI tools (e.g., Claude) in your own work, or designing processes for agentic execution
• Salesforce Administrator, Platform App Builder, Salesforce CPQ, Revenue Cloud, or NetSuite certifications
• Experience with Apex, Lightning Web Components, or SOQL

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

About the company

Juniper Square is an Operations Partner for private markets, unifying technology, data, and fund administration services into a single platform. The company is founder-led and uses its JunieAI platform to reimagine private market operations.