Lead-to-Cash Business Partner

The Role

We are seeking a Lead-to-Cash Business Partner to support and continuously improve our Salesforce-enabled Lead-to-Cash processes across various business areas, such as Revenue Operations, Finance, Quote to Order, Order to Cash, and Customer Success, to surface and understand business needs, define well-scoped enhancement requests, and drive improvements through a structured Lead-to-Cash governance model.

This is an individual contributor role that sits at the intersection of business process, system governance, and analytical rigor. The ideal candidate brings strong discovery instincts, a genuine curiosity for root cause problem-solving, and the ability to challenge and sharpen business asks before they enter the delivery pipeline. Salesforce familiarity, business judgment, strong interpersonal skills, and requirements rigor are the core of this role.

What You’ll Do

Business Partnership & Discovery

• Partner with business stakeholders across assigned workstreams to understand current-state challenges, process friction, and desired outcomes
• Apply strong discovery discipline to go beyond what stakeholders ask for to diagnose root cause, clarify the true business problem, and influence and advise on the solution path
• Challenge and refine business asks with intellectual curiosity and a solutions-oriented mindset, ensuring requests are grounded in measurable outcomes rather than assumed solutions
• Build trusted relationships across the business areas

Enhancement Definition & Intake

• Conduct initial intake review of submitted enhancement requests, assessing completeness, strategic alignment, and impact to translate findings into well-structured business justifications with defined outcomes and success metrics
• Ensure requests account for end-to-end process and system impacts before progressing through the governance process
• Incorporate bugs alongside enhancements in business lead conversations to build a holistic, impact-driven prioritization view across all request types.

Technical Review & Effort Estimation Support

• Use HLE outputs to rationalize business value against estimated complexity, supporting informed prioritization decisions before requests enter the SF Solutioning queue
• Collaborate with the Principal L2C Business Partner on technically complex requests to ensure solution approach considerations are surfaced early

Salesforce CoE Partnership & Delivery Support

• Act as a business process partner to the Salesforce CoE
• Collaborate with the SF CoE on requirements clarification, solution validation, and prioritization
• Ensure delivered solutions align with defined business outcomes and original success criteria

Documentation, Governance & Communication

• Maintain Business area-level process documentation and L2C artifacts
• Communicate enhancement and prioritization decisions, roadmap updates, and Salesforce releases to Business Leads in clear, non-technical language
• Translate technical changes into business-focused messaging that supports stakeholder adoption

Continuous Improvement

• Monitor Lead-to-Cash process feedback and workstream health to proactively identify improvement opportunities
• Recommend sy