Sr Process Analyst, Lead to Order

Duties:

1. Understand and Document Current Processes

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

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

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

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

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

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

Process Excellence Skills

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

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

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