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Lead Business Systems Analyst, GTM Systems
WorkivaLead Business Systems Analyst enhancing sales and marketing systems at Workiva. Collaborating with stakeholders to architect scalable solutions and influencing cross-functional outcomes.
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Document detailed user stories, functional specifications, and acceptance criteria aligned with organizational data standards
- Collaborate with the GTM Systems delivery team to communicate requirements, validate solution architecture, and ensure alignment with stakeholder needs
- Lead the identification and resolution of highly complex, multi-faceted business challenges within the GTM ecosystem, architecting scalable solutions that support long-term growth
- Proactively determine the best methods and procedures for new projects, establishing standards for requirement gathering, documentation, and system configuration
- Conduct end-to-end impact assessments across the Lead-to-Cash process to identify downstream effects on Sales, Finance, Legal, and Customer and Partner Experience
- Maintain strong conceptual understanding of system configurations (product catalogs, pricing logic, data models, integrations) to bridge business and technical teams
- Define test cases and lead user acceptance testing
Requirements
What you’ll need- Bachelor's degree in Business Administration, Information Systems, Finance, or a related field.
- 6+ years of related experience as a Business Systems Analyst supporting large-scale enterprise applications in a B2B SaaS environment.
- Solid functional understanding of Sales Cloud, CPQ systems, and the broader Quote-to-Cash process.
- Ability to bridge the gap between technical teams and executive business stakeholders, driving consensus on complex topics.
- Strong conceptual understanding of system configuration, process mapping, data modeling, and integration concepts.
- Excellent analytical, problem-solving, and financial modeling skills.
- Familiarity with Agile methodologies and tools (JIRA, Confluence).
Benefits
Comp & perks- A discretionary bonus typically paid annually
- Restricted Stock Units granted at time of hire
- 401(k) match and comprehensive employee benefits package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
user storiesfunctional specificationsacceptance criteriasystem configurationdata modelingintegration conceptsSales CloudCPQ systemsQuote-to-Cash processfinancial modeling
Soft Skills
analytical skillsproblem-solvingcommunicationcollaborationleadershipconsensus buildingorganizational skillsproactive approachstakeholder managementconceptual understanding