Job Description Role Overview We are seeking a Business Systems Analyst (BSA) to support Revenue and Sales process automation within the n8n Automation Department . This role sits at the intersection of Sales, RevOps, Finance, and Technology , with a strong focus on Lead‑to‑Cash (L2C) and Quote‑to‑Cash (Q2C) workflows powered by n8n and Workato .
The ideal candidate is a systems‑thinking BSA who can analyze revenue workflows, identify automation opportunities, and design scalable integrations across CRM, CPQ, billing, and ERP systems—working closely with developers and stakeholders to deliver reliable, revenue‑safe automation.
Key Responsibilities Revenue & Sales Process Analysis Analyze and document current‑state and future‑state revenue and sales workflows, including: Lead Opportunity Quote Order Contract Billing Renewal Identify gaps, bottlenecks, and manual handoffs across Sales, RevOps, Finance, and CS teams Translate business requirements into clear, automation‑ready functional specifications Automation Strategy & Integration Design Partner with stakeholders to design end‑to‑end revenue automations using: n8n (primary)Workato (secondary) Define integration flows across systems such as: Salesforce (Sales Cloud, CPQ, Service Cloud) Billing platforms (Stripe, Salesforce Billing, Zuora) ERP systems (NetSuite, SAP, Oracle) CLM tools (DocuSign, Conga, Adobe Sign) Ensure automations support pricing accuracy, contract integrity, billing correctness, and revenue predictability Cross‑Functional Collaboration Act as a liaison between Revenue stakeholders and automation engineers Facilitate workshops and working sessions with: Sales Operations Revenue Operations Finance & Accounting Legal & Compliance Engineering / Automation teams Support backlog refinement, prioritization, and roadmap planning for revenue automation initiatives Delivery, Testing & Governance Create and maintain: Business Requirements Documents (BRDs) Functional Specifications Process flows and integration diagrams User stories and acceptance criteria Support UAT strategy, execution, and sign‑off for automated revenue workflows Validate automation outcomes against business rules, revenue policies, and audit requirements Ensure data consistency and integrity across CRM CPQ Billing ERP systems What Success Looks Like Revenue workflows are automated, auditable, and reliable Sales teams experience faster cycle times and fewer errors Finance trusts billing and downstream revenue data RevOps gains visibility and predictability Automation scales as products, pricing, and GTM strategies evolve Engagement Details This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.
Requirements Required Qualifications 5–8+ years of experience as a Business Systems Analyst, RevOps Analyst, or Sales Ops AnalystStrong hands‑on experience with n8n and/or Workato Proven experience supporting Lead‑to‑Cash / Quote‑to‑Cash processes Strong understanding of B2B revenue models : Subscriptions Usage‑based pricing Renewals, amendments, expansions Experience translating business needs into automation and integration requirements Familiarity with API‑driven integrations, event‑based workflows, and system orchestration Experience working in Agile / Scrum environments Nice to Have Salesforce CPQ or Revenue Cloud exposure Experience designing automation in high‑growth SaaS environments Familiarity with webhook‑based and async processing patterns Prior experience supporting enterprise revenue transformations Certifications or formal training in: Salesforce Business Analyst Workato Automation / Integration Platforms
Benefits This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.
Show more Numbers & Facts Location New York, New York Website www.paloaltoinnovationlabs.com
Skills
Acceptance Testingunmatched
Accountingunmatched
Adobe Product Familyunmatched
Agile Programming Methodologiesunmatched
Analysis Skillsunmatched
Application Programming Interface (API)unmatched
Automationunmatched
Automation Engineeringunmatched
Backlog Prioritizationunmatched
Billingunmatched
Business Analysisunmatched
Business Solutionsunmatched
Business-to-Business (B2B)unmatched
CRM Integrationunmatched
Cloud Computingunmatched
Contract Approvalunmatched
Customer Relationship Management (CRM)unmatched
Data Qualityunmatched
ERP (Enterprise Resource Planning)unmatched
Financeunmatched
Legalunmatched
NetSuiteunmatched
Oracleunmatched
Pricingunmatched
Process Flow Diagram (PFD)unmatched
Product Pricingunmatched
Requirements Managementunmatched
Revenue Analysisunmatched
Revenue Planningunmatched
SAPunmatched
Salesunmatched
Sales Analysisunmatched
Sales Operationsunmatched
Sales Supportunmatched
Salesforce.comunmatched
Scrum Project Management and Software Developmentunmatched
Software as a Service (SaaS)unmatched
Systems Analysisunmatched
Workflow Analysisunmatched
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