Sr Process Analyst, Lead to Order

Duties:

1. Understand and Document Current Processes

• Conduct process discovery through stakeholder interviews, workshops, and working sessions.
• Understand and document activities, decisions, handoffs, business rules, roles, systems, exceptions, and dependencies.
• Develop current-state process maps using BPMN, swimlane, SIPOC, or similar methodologies.
• Validate process documentation with business stakeholders and process owners.
• Capture process variations across teams, regions, products, channels, or selling motions where applicable.

2. Identify Pain Points and Process Gaps

• Identify bottlenecks, rework, duplication, unnecessary handoffs, manual activities, and unclear ownership.
• Capture stakeholder pain points and help organize findings into clear themes.
• Apply structured problem-solving and root-cause analysis techniques where appropriate.
• Help distinguish whether issues relate to process, policy, data, technology, ownership, or enablement.
• Provide clear findings that support future improvement discussions.

3. Support CRO Process Excellence Priorities

• Dedicate approximately half of the role''s capacity to process initiatives supporting the CRO organization.
• Work closely with Sales, Sales Operations, Channel Operations, and related teams to understand current workflows and business challenges.
• Document commercial processes including opportunity management, quoting, pricing, discounting, approvals, and Quote-to-Order.
• Support process standardization and clarification of roles, handoffs, and business rules.
• Provide process maps, documentation, findings, and requirements for priority CRO initiatives.

4. Maintain the Process Catalog and Documentation Library

• Maintain and update the Lead-to-Order process catalog and supporting documentation.
• Ensure process documentation follows established standards, naming conventions, hierarchy, and governance practices.
• Keep process maps and related artifacts current as processes change.
• Connect supporting documentation such as SOPs, RACIs, business rules, policies, requirements, and KPIs to the appropriate processes.
• Identify outdated content, documentation gaps, duplication, and missing ownership.
• Help make process information easy for stakeholders to find and understand.

5. Support Process Improvement and Future-State Design

• Partner with the Process Architect and business teams to support process improvement efforts.
• Provide current-state findings and documentation needed for future-state design.
• Help document future-state workflows, roles, handoffs, business rules, and system interactions.
• Support gap analysis between current and future states.
• Assist with stakeholder validation and implementation readiness.

6. Connect Process and Technology

• Apply working knowledge of CRM and CPQ-enabled sales processes during process discovery and analysis.
• Understand how opportunities, quotes, products, pricing, approvals, and related information move through CRM and CPQ workflows.
• Partner with Product, IT, Business Systems, and other technical teams to document business requirements.
• Help identify where process, policy, technology, data, or enablement changes may be needed.
• Support identification of opportunities for automation and reduction of manual work.

Skills:

Process Excellence Skills

• Lean Six Sigma Green Belt preferred; equivalent process-improvement or business-analysis certification will be considered.
• Strong process-mapping and documentation skills.
• Working knowledge of BPMN, swimlane diagrams, SIPOC, root-cause analysis, and current-state analysis.
• Ability to organize complex information and translate it into clear process documentation.
• Experience maintaining a process catalog, process repository, or documentation library preferred.

CRM and CPQ Knowledge

• Working knowledge of enterprise CRM platforms; Salesforce experience highly desirable.
• CPQ experience strongly preferred.
• Understanding of opportunity management, quoting, pricing, discounting, approvals, and Quote-to-Order processes.
• Experience with Signavio, Visio, Lucidchart, or comparable process-mapping tools.

Analytical and Collaboration Skills

• Strong analytical and structured problem-solving skills.
• Excellent facilitation, written communication, and interpersonal skills.
• Ability to work effectively across Sales, Sales Operations, Finance, Channel Operations, Product, and technology teams.
• Strong attention to detail and organizational skills.
• Ability to manage multiple process-documentation and analysis activities independently.