业务流程负责人,线索到报价(L2Q)及客户生命周期
Business Process Lead, Lead-to-Quote (L2Q) & Customer Lifecycle
关于Kaseya
Kaseya是领先的AI驱动型IT管理和网络安全软件提供商,为全球的管理服务提供商(MSP)和内部IT组织提供服务。我们的综合平台帮助组织高效地管理、保护和自动化其IT环境,推动运营效率和长期业务成功。
由领先全球软件投资机构Insight Partners支持,Kaseya经历了持续的两位数增长,并继续扩大其全球影响力。目前,Kaseya已为超过20个国家的客户提供支持,并在全球管理超过1500万个终端。
自2000年成立以来,Kaseya由实干家创建——我们仍在不断建设。我们寻找那些善于创造而非等待的人,那些看到难题就迎难而上的人,以及将挑战视为原材料的人。在Kaseya,每个人都在塑造IT的未来:无论你是在工程、产品、销售、市场、客户支持还是运营部门,你的工作都在保护、防御和优化全球的IT环境。
我们正在组建能够成长、表现并产生影响的团队。如果你被不断改进事物的冲动所驱动——一个产品、一个流程、一个职业——那么你将在这里找到归属。
在Kaseya,我们不只是提高标准。我们自己建立它。
职位概述
L2Q与客户生命周期业务流程负责人负责从产品概念到签订订单、上线、扩展和续约的整个客户流程的设计。该角色是GTM和销售领导与构建支持系统的技术团队之间的纽带,负责支撑这一价值流的详细、多层级能力分解,该价值流涵盖产品、市场、销售、营收运营和客户成功利益相关者群体。
重要的是,该角色负责此价值流中的业务能力——它们的定义、设计、分解和治理——并与日常操作这些基础功能的业务团队紧密合作。该角色并不直接负责这些功能;成功依赖于与业务和技术领导的深度合作,而不是直接的权威。这是一个亲力亲为的个人贡献者角色:被聘任的人亲自主持工作坊,绘制当前和未来的流程,编写系统需求,并在交付和采用过程中保持参与,而不是在初步发现后就移交出去。它还...
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About Kaseya
Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Our comprehensive platform helps organizations efficiently manage, secure, and automate their IT environments, driving operational efficiency and long-term business success.
Backed by Insight Partners, a leading global software investor, Kaseya has experienced sustained double-digit growth and continues to expand its global footprint. Today, Kaseya supports customers in more than 20 countries and manages over 15 million endpoints worldwide.
Founded in 2000, Kaseya was built by builders - and we're still building. We look for people who create rather than wait, who see a hard problem and lean in, and who treat challenges as raw material. At Kaseya, everyone plays a role in shaping the future of IT: whether you're in engineering, product, sales, marketing, customer support, or operations, your work helps protect, defend, and optimize IT environments across the globe.
We're building teams that grow, perform, and make an impact. If you're driven by the itch to make things better - a product, a process, a career - you'll fit right in.
At Kaseya, we don't just raise the bar. We build it.
Position Summary
The Business Process Lead, L2Q & Customer Lifecycle owns the end-to-end design of the business processes that carry a customer from product concept through signed order, onboarding, expansion, and renewal. In this role you will work closely in partnership with GTM Strategy, Revenue Operations, Marketing, Customer Success, Product and the technology teams that build supporting systems, and is accountable for the detailed, multi-level capability decomposition underlying this value stream, which spans product, marketing, sales, revenue operations, and customer success stakeholder groups.
Importantly, this role owns the business capabilities in this value stream — their definition, design, decomposition, and governance — in close partnership with the business teams that operate the underlying functions day to day. It does not own those functions themselves; success depends on heavy partnership with business and technology leads rather than on direct authority. This is a hands-on, individual-contributor role: the person hired personally facilitates working sessions, maps current and future processes, writes system requirements, and stays engaged through delivery and adoption rather than handing off after initial discovery. It also sits within a newly created function, where the operating model, engagement approach, and shared standards are still being defined — the person hired will materially shape how the practice works rather than step into an established playbook. The breadth of this stream requires strong prioritization judgment and the ability to work credibly across several distinct stakeholder communities.
Key Responsibilities
- Own and continuously maintain a detailed (L2/L3) decomposition of every business capability across Idea to Launch, Campaign to Lead, Plan to Goal, Lead to Opportunity, and Quote to Subscription, keeping documentation accurate as the operating model and systems landscape evolve, and using standards shared across the Business Process Lead team.
- Facilitate structured working sessions with GTM, Revenue Operations, Marketing, Customer Success and Product stakeholders
- Translate future-state process designs into system requirements, partner with Product Owners and Engineering Leads through design, build, and testing, and confirm that what gets delivered reflects the intended process design.
- Support two parallel delivery tracks — current, in-production systems and the next-generation platform build — correctly identifying which track an incoming request belongs to, and ensuring lessons learned in day-to-day operations are reflected back into documentation and forward-looking design work.
- Own change management, enablement, and adoption for process changes in this value stream — stakeholder impact assessment, readiness planning, training materials, and post-launch verification that new processes are being used as intended — and define and report the process performance metrics that show whether they are working.
- Hold and maintain documented agreements at shared boundaries with peer Business Process Leads, so handoffs between value streams are explicitly agreed rather than assumed.
- Own the capability design and process governance for pricing and packaging, deal desk, discount policy and approval, margin guidelines, and CPQ — partnering with the business owners of those functions to shape the underlying policy, not simply documenting the systems that enforce it.
- Own the capability design for new product introduction and SKU governance, and for the commercial customer lifecycle that follows a signed order — onboarding, adoption, technical account management, renewals, expansion, and churn — partnering with Product, GTM, and Customer Success, who run those motions.
Required Qualifications
- Hands-on ownership of commercial process design within a go-to-market organization — quote-to-order, deal governance, or the renewal motion — including direct involvement in the underlying policy decisions, not simply documentation or configuration of a process someone else designed. Candidates whose experience is limited to system configuration or documentation without direct involvement in the business decisions behind a process are not a fit for this role.
- 7+ years of experience in business process design, business architecture, revenue operations, or sales operations.
- Demonstrated experience decomposing business capabilities into detailed, multi-level structures, or equivalent structured value stream or process mapping work.
- Strong facilitation skills with cross-functional business stakeholders, including direct experience working with vice president-level leadership in a sales organization, and the ability to hold a position in a commercial trade-off discussion rather than only routing exceptions upward for a decision.
- Experience translating business process requirements into system requirements or work items a technical delivery team can act on directly, along with strong documentation habits — process maps, written requirements, and decision logs that a technical team can pick up without extensive follow-up clarification.
Preferred Qualifications
- Experience with pricing, packaging, discount governance, or CPQ process design specifically within a subscription or SaaS business.
- Deal desk or sales operations experience, including designing exception and approval workflows.
- Experience with renewal or customer success operations, including identifying at-risk accounts well ahead of their renewal date.
- Experience with new product introduction, SKU and bundle governance, or contract lifecycle management tooling and legal operations partnership.
- Experience with partner or channel program operations, including management of partner marketing development funds, and territory or quota planning process design.
- Familiarity with structured change management methodologies (ADKAR, Prosci, or similar) and prioritization frameworks (WSJF, RICE, or similar).
- Experience with Salesforce Sales Cloud and Revenue Cloud (including CPQ/RCA functionality), marketing automation platforms such as Marketo, and lead routing or enrichment tooling.
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Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.