Analyst - Quote to Invoice, Policy, Process, Governance
Elastic
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Posted:
August 29, 2023
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Remote
About the position
The job overview for the Policy, Process, and Governance Analyst role at Elastic is to support the Quote to Invoice team (Q2I) in various activities related to projects and system enhancements. The analyst will serve as a key liaison between Q2I and IT, collaborating on business requirements documentation, use cases for testing, and user acceptance testing. They will also prioritize enhancement requests within Q2I, perform data quality review and analysis, and ensure data integration accuracy between systems. The successful candidate should have a proven track record in quote to invoice process design, strong analytical skills, experience with Salesforce or similar CRM, and the ability to handle multiple requests.
Responsibilities
- Key liaison between the Quote to Invoice team (Q2I) and IT
- Build business requirements documentation for new projects in the Q2I space
- Define use cases for testing and coordinate user acceptance testing
- Prioritize cross-functional enhancement requests within Q2I
- Conduct user acceptance testing and enable team members
- Collaborate with sales enablement on communications of sales-impacting system changes
- Backup for data quality review in Salesforce
- Backup for processing approved post-booking data updates in Salesforce
- Backup for analysis to ensure data integration completeness and accuracy between various systems (Salesforce, NetSuite, BigQuery)
- Run successful quote to invoice process design to implementation projects
- Remain focused on business outcomes and manage conflicting requirements
- Influence decision makers using a data-driven approach
- Reporting and dashboarding experience
- Strong analytical skills
- Experience with Salesforce/CPQ or similar CRM
- Handle and prioritize multiple requests from various channels
- Basic familiarity with AR/billing business processes
- Understanding of subscription sales process for self-managed, cloud, and Marketplace transactions
- Experience with Jira and NetSuite (a plus)
- Collaborate for the overall success of the team
- Flexibility in working hours to accommodate different time zones
Requirements
- Proven track record of running successful quote to invoice process design to implementation projects
- Proven track record of remaining focused on business outcomes and managing conflicting requirements
- Ability to influence decision makers using a data-driven approach
- Reporting and dashboarding experience
- Strong analytical skills
- Experience with Salesforce/CPQ or similar CRM
- Ability to handle and prioritize multiple requests
- Basic familiarity with AR/billing business processes
- Understanding of subscription sales process for self-managed, cloud, and Marketplace transactions
- Experience with Jira and NetSuite (a plus)
- Collaboration skills for overall team success
- Flexibility in working hours to accommodate different timezones
Benefits
- Competitive pay based on the work you do here and not your previous salary
- Health coverage for you and your family in many locations
- Ability to craft your calendar with flexible locations and schedules for many roles
- Generous number of vacation days each year
- Double your charitable giving - We match up to $1500 (or local currency equivalent)
- Up to 40 hours each year to use toward volunteer projects you love
- Embracing parenthood with minimum of 16 weeks of parental leave