Process Mapping
The skill of visually documenting business workflows — identifying inputs, outputs, decision points, system handoffs, and responsible owners — to reveal inefficiencies and design improvements.
Day-to-day use
Mapping the current lead-to-opportunity workflow in Lucidchart, identifying where manual steps create latency in the deal desk process, facilitating workshops with sales and marketing to agree on MQL definition and handoff criteria.
Typical tasks
- ·Mapping the lead-to-cash process end-to-end
- ·documenting the quote approval workflow with system touchpoints
- ·creating a swimlane diagram for the customer onboarding handoff from sales to CS
- ·identifying bottlenecks in the renewal process
Business outcome
Documented processes create consistency, reduce onboarding time for new team members, expose inefficiencies that slow revenue cycles, and provide the baseline needed to measure process improvement.
Where this skill is applied
Technical Disciplines
Automation Engineer
Designs and deploys automated workflows that eliminate manual tasks, reduce errors, and accelerate revenue processes across the funnel.
CPQ & Deal Desk Engineering
Designs and manages Configure-Price-Quote systems and deal desk workflows — building product catalogs, approval logic, amendment rules, and ERP handoffs that turn complex deals into accurate quotes at speed.
Customer Success Operations
Builds the technical infrastructure behind post-sale revenue — designing health scoring systems, QBR automation, and expansion playbooks that protect NRR and drive upsell at scale.
Channel & Partner Operations
Designs and maintains the systems that power partner-sourced revenue — from PRM platforms and deal registration flows to MDF tracking and partner pricebook management.
Revenue Enablement Engineering
Owns the technical side of sales and CS enablement — managing content governance platforms, readiness scoring systems, and onboarding workflow automation that ensure reps can execute at full capacity.
Revenue Accounting Operations
Bridges RevOps and Finance by operationalising revenue recognition rules in billing systems — managing deferred revenue tracking, ASC 606 / IFRS 15 compliance, and ERP integration so financial reporting is accurate and audit-ready.
Revenue Lifecycle Operations
Orchestrates the full customer lifecycle from onboarding through expansion to renewal — stitching product usage data into CRM, triggering expansion plays, and automating renewal workflows that maximise lifetime value.