Geared toward candidates with 4–7 years of experience in Revenue Operations or related fields, comfortable with Salesforce-enabled Lead-to-Cash processes and AI integration.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from BeyondTrust via Greenhouse
BeyondTrust is a place where you can bring your purpose to life through the work that you do, creating a safer world through our cybersecurity SaaS portfolio.
Our culture of flexibility, trust, and continual learning means you will be recognized for your growth, and for the impact you make on our success. You will be surrounded by people who challenge, support, and inspire you to be the best version of yourself.
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 other L2C Business Partners 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 system and process enhancements that improve efficiency, data quality, and scalability across the L2C process
Approach every aspect of the role with an AI-first mindset. Continuously identifying and applying AI capabilities to improve how the L2C team operates and how BeyondTrust’s systems, processes, and enhancements are evaluated, defined, and delivered
What You’ll Bring
4–7 years of experience in Revenue Operations, Business Systems, Sales Operations, or a related role with direct exposure to Salesforce-enabled processes
Strong discovery and requirements skills—demonstrated ability to dig beneath surface-level requests, identify root cause, and define the real problem before recommending a solution
Solid understanding of Lead-to-Cash processes including lead management, opportunity management, quoting, contracting, and order management
Hands-on familiarity with Salesforce in a B2B environment
Proven ability to build relationships with business stakeholders and influence prioritization decisions without direct authority
Strong written and verbal communication skills with the ability to translate complexity into clear, stakeholder-ready language
Demonstrated curiosity and initiative in exploring AI tools, with a track record of finding meaningful ways to incorporate them into day-to-day work
Nice To Have
Experience in SaaS or cybersecurity organizations
Exposure to Salesforce CPQ and GTM Tools
Background in consulting, technical product management, or business process architecture
Familiarity with Agile/Scrum delivery models and working alongside a Salesforce Center of Excellence
Better Together
Diversity. Inclusion. They’re more than just words for us. They are the guiding values of how we build our teams, cultivate leaders, and create a culture where people feel connected.
We take care of our employees so they can take care of our customers. Customers who come from all walks of life just like us. We hire incredible people from diverse backgrounds because when we are different together, we are stronger together.
About Us
BeyondTrust is the global identity security leader protecting Paths to Privilege™. Our identity-centric approach goes beyond securing privileges and access, empowering organizations with the most effective solution to manage the entire identity attack surface and neutralize threats, whether from external attacks or insiders.
BeyondTrust is leading the charge in transforming identity security to prevent breaches and limit the blast radius of attacks, while creating a superior customer experience and operational efficiencies. We are trusted by 20,000 customers, including 75 of the Fortune 100, and our global ecosystem of partners.
Learn more at www.beyondtrust.com.
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Source: BeyondTrust careers (Greenhouse)