Senior Business Systems Analyst (Quote-to-Cash)

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are currently seeking a Quote-to-Cash Business Analyst to join our Revenue Operations team in Burnaby, Calgary, Toronto, or remotely in the United States.

The GTM Applications Systems team has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, Finance, and Business Operations teams and functions. We drive data that empowers business insights and critical decision-making, while accelerating these teams through operational efficiency across the customer lifecycle. Our tech stack includes not only Salesforce, but also Zoominfo, Gong, Salesloft, Chili Piper, Quote-to-Cash tools and more! 

As part of the GTM Applications Systems team, the Quote-to-Cash team plays a critical role in driving operational excellence and fueling Clio’s rapid growth. The team is responsible for managing and optimizing the end-to-end cycle of  sales transactions–from quoting and pricing to contract and subscription management, billing, and revenue recognition. Their work not only underpins the success of the GTM strategy but also contributes to the company's broader goals of growth, customer satisfaction, and financial health.

We aren’t looking for just any traditional Business Analyst to join this team. We’re looking for an experienced professional with deep Quote-to-Cash expertise who will play a vital role in setting our company’s overall systems strategy; someone who thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our core values. We’re looking for an impact player! If you’re passionate about solving complex problems, designing and implementing creative and scalable solutions, and constantly seeking innovation, this could be the perfect role for you!

• Supporting the implementation, configuration, support, maintenance, and improvement of our Quote-to-Cash tools and integrations with Salesforce and other vital systems.

• Consulting with stakeholders across a variety of departments to gather and analyze requirements and assess business needs.

• Turning complex business requirements into robust, intelligent, and scalable solutions.

• Collaborating with a wider team of System Administrators and Developers to deliver solutions that delight our users, scale to meet the growing needs of the business, and integrate seamlessly with existing workflows.

• Working cross-functionally with several teams, including Revenue Operations, Sales Operations,  Product, Engineering and Finance to deliver on strategic initiatives and support their respective goals and functions.

• Fostering improved processes by identifying areas for improvement, optimization and scalability.

• Providing and cultivating a positive support experience to all GTM applications end users.

• Keeping up to date with Salesforce and other system releases and best practices to inform and recommend system improvements.

• Documenting system configuration and administrative processes, developing process flows, SOPs and other documentation.

• Performing quality assurance testing and monitoring data quality and integrity.

• Supporting user acceptance testing and deployment/release plans.

• Managing incoming requests, tickets and escalations.

• Other duties as required.

• Post-secondary education in Computer Science, Information Systems, Business Administration, or relevant discipline.

• Experience in a high-growth B2B SaaS company.

• 5+ years of Salesforce administration experience.

• 3+ years of experience with Quote-to-Cash/CPQ tools (Salesforce CPQ, Zuora, Subskribe etc.)

• Experience administering or supporting Quote-to-Cash systems (CPQ and Billing)

• Proven business and technical acumen to translate business requirements into functional system designs.

• Excellent consultative questioning and listening skills to fully understand requirements and pain points.

• Natural curiosity and drive to improve with a willingness to share your knowledge.

• Meticulous organization and task-driven nature.

• Keen attention to detail and strong sense of ownership.

• Ability to consult and work with stakeholders to gather business requirements and scope for additional clarity when required

• Excellent written and verbal communication.

• Self-motivated, independent, and deadline-oriented. 

• Salesforce CPQ Specialist Certification

• Salesforce Billing/RLM Experience

• Other CPQ/Billing platform certifications

• Workato Certifications

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
Some highlights of our Total Rewards program include: 

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days.

• Flexible time off policy, with an encouraged 20 days off per year.

• EAP benefits for you and household members, including counseling and online resources

• 401k matching and Child Education Savings

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

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Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

Disclaimer: We only communicate with candidates through official @clio.com email addresses.