Business Systems Analyst (BSA) Revenue & Sales Automation (n8n / Workato)

Role Overview

We are seeking a Business Systems Analyst (BSA) to support Revenue and Sales process automation within the n8n Automation Department. This role sits at the intersection of Sales, RevOps, Finance, and Technology, with a strong focus on Lead‑to‑Cash (L2C) and Quote‑to‑Cash (Q2C) workflows powered by n8n and Workato.

The ideal candidate is a systems‑thinking BSA who can analyze revenue workflows, identify automation opportunities, and design scalable integrations across CRM, CPQ, billing, and ERP systems—working closely with developers and stakeholders to deliver reliable, revenue‑safe automation.

Key Responsibilities

Revenue & Sales Process Analysis

• Analyze and document current‑state and future‑state revenue and sales workflows, including:
  • Lead → Opportunity → Quote → Order → Contract → Billing → Renewal
    
• Identify gaps, bottlenecks, and manual handoffs across Sales, RevOps, Finance, and CS teams
  
• Translate business requirements into clear, automation‑ready functional specifications
  

Automation Strategy & Integration Design

• Partner with stakeholders to design end‑to‑end revenue automations using:
  • n8n (primary)
    
  • Workato (secondary)
    
• Define integration flows across systems such as:
  • Salesforce (Sales Cloud, CPQ, Service Cloud)
    
  • Billing platforms (Stripe, Salesforce Billing, Zuora)
    
  • ERP systems (NetSuite, SAP, Oracle)
    
  • CLM tools (DocuSign, Conga, Adobe Sign)
    
• Ensure automations support pricing accuracy, contract integrity, billing correctness, and revenue predictability
  

Cross‑Functional Collaboration

• Act as a liaison between Revenue stakeholders and automation engineers
  
• Facilitate workshops and working sessions with:
  • Sales Operations
    
  • Revenue Operations
    
  • Finance & Accounting
    
  • Legal & Compliance
    
  • Engineering / Automation teams
    
• Support backlog refinement, prioritization, and roadmap planning for revenue automation initiatives
  

Delivery, Testing & Governance

• Create and maintain:
  • Business Requirements Documents (BRDs)
    
  • Functional Specifications
    
  • Process flows and integration diagrams
    
  • User stories and acceptance criteria
    
• Support UAT strategy, execution, and sign‑off for automated revenue workflows
  
• Validate automation outcomes against business rules, revenue policies, and audit requirements
  
• Ensure data consistency and integrity across CRM ↔ CPQ ↔ Billing ↔ ERP systems
  

What Success Looks Like

• Revenue workflows are automated, auditable, and reliable
  
• Sales teams experience faster cycle times and fewer errors
  
• Finance trusts billing and downstream revenue data
  
• RevOps gains visibility and predictability
  
• Automation scales as products, pricing, and GTM strategies evolve
  

Engagement Details

This is a 1099 contract role offering a competitive hourly rate of $75–$85, commensurate with experience.

Required Qualifications

• 5–8+ years of experience as a Business Systems Analyst, RevOps Analyst, or Sales Ops Analyst
  
• Strong hands‑on experience with n8n and/or Workato
  
• Proven experience supporting Lead‑to‑Cash / Quote‑to‑Cash processes
  
• Strong understanding of B2B revenue models:
  • Subscriptions
    
  • Usage‑based pricing
    
  • Renewals, amendments, expansions
    
• Experience translating business needs into automation and integration requirements
  
• Familiarity with API‑driven integrations, event‑based workflows, and system orchestration
  
• Experience working in Agile / Scrum environments
  

Nice to Have

• Salesforce CPQ or Revenue Cloud exposure
  
• Experience designing automation in high‑growth SaaS environments
  
• Familiarity with webhook‑based and async processing patterns
  
• Prior experience supporting enterprise revenue transformations
  
• Certifications or formal training in:
  • Salesforce Business Analyst
    
  • Workato
    
  • Automation / Integration Platforms