Lead Business Systems Analyst, Lead-to-Cash

About Juniper Square

Role overview

Process and commercial design

• Document Lead-to-Cash processes for new-logo and fund-administration expansion deals, define target processes, systems of record, and hand-off rules.
• Define lead, account, and opportunity requirements, expansion forecasting, deal representation, and customer hierarchy.
• Design product catalog and pricing models, billing determinants, lifecycle events, and CPQ requirements and acceptance criteria.

Configuration and delivery

• Configure Salesforce objects, fields, Flows, validation rules, layouts, permissions, reports, and dashboards, plus CPQ products and rules.
• Prototype solutions in a sandbox, validate requirements with stakeholders, and hand off complex Apex, integration, or migration work with clear designs.
• Ship changes through sandbox testing, peer review, version control, release procedures, and documentation.

Contract, cash, data, and governance

• Define CPQ-to-Ironclad data exchange so signed terms become the contract of record.
• Specify booking, onboarding, billing, and subscription hand-offs into Zone Billing and NetSuite; partner with Integrations Engineers and Revenue Accounting.
• Support ASC 606 and SOX controls, work with Analytics Engineers on metrics, lead UAT, map subscription migration data, and maintain model documentation.

Required qualifications

• 7+ years as a business systems analyst, solution architect, or functional consultant, including 4+ years with Lead-to-Cash, Quote-to-Cash, or Order-to-Cash systems.
• Experience across Lead-to-Cash stages and modeling non-seat fee structures to the billing-determinant level.
• Deep experience with CPQ product catalogs and pricing models; strong Salesforce and Zone Billing/NetSuite data-model knowledge.
• Experience with multi-entity, multi-currency billing, FX, and escalation logic; working understanding of ASC 606.
• SQL fluency, hands-on Salesforce administration and CPQ configuration, and experience shipping tested, documented changes through version-controlled release processes.
• Ability to turn ambiguous processes into precise, testable specifications.

Preferred qualifications

• Fund administration, private equity, real estate, or asset-management fee-structure experience is preferred.
• Hands-on exposure to Marketo, Ironclad, Zone Billing, or Workato; experience using AI tools or designing agentic processes is preferred.
• Salesforce Administrator, Platform App Builder, Salesforce CPQ, Revenue Cloud, or NetSuite certifications are preferred.
• Apex, Lightning Web Components, or SOQL experience is preferred.

Compensation and benefits

• Compensation includes base salary, equity, and benefits; the listed U.S. base salary range is CAD 150,000–CAD 245,000.
• Benefits include health, dental and vision coverage, life insurance, wellness and family support, time off, retirement plans, home-office allowance, and professional-development stipend.

Work arrangement

• The company offers remote work and the option to work from physical offices; this posting does not specify a particular arrangement for this role.