Order Management Analyst

About the job:

We are looking for a highly motivated, results-oriented Order Management Analyst to join our QTC organization. As an Order Management Analyst, you will support the Sales, Revenue Operations and Quote to Cash teams by processing deals in an Order Management capacity. This role requires meticulous reviewing of executed agreements for all transaction types as well as auditing Salesforce data in preparation for booking. This is a key role that helps drive effective financial reporting, revenue booking, sales commissions, provisioning and customer invoicing. Your responsibilities will include but are not limited to: reviewing the quote approval process, conducting quality checks on order forms, assistance with deal structuring, ensuring accurate data for each sales opportunity and account in Salesforce, correcting discrepancies based on order form information and existing data as well as serve as a cross-functional sounding board and liaison

Your Daily Adventures::
• Audit all customer order forms submitted for booking to confirm accuracy

• Review and approve CPQ quotes to ensure they align with company policies and objectives

• Perform financial, commission, and sales data quality checks in Salesforce for each opportunity and quote to ensure all records meet booking requirements

• Identify and address incorrect metrics and information according to booking policies and ensure accuracy before opportunities are closed won

• Serve as the “first and last line of defense” beginning from quote creation to booking in Salesforce and Zuora

• Collaborate with RevOps, BizSys, Deal Desk and Legal teammates to address booking issues and to identify areas for improvement across the systems

• Partner with Billing, Revenue and Provisioning teammates to address issues post order booking

• Complete assigned Salesforce cases submitted by Salesforce end users

• Review and reply to Zendesk cases submitted by various stakeholders

• Complete the month- and quarter-end audit tasks

• Any other responsibilities that may be assigned to help the company meet its goals

Our Vision of You::
• 2-3 years of experience in order management, deal desk, finance, contracts, sales operations, or revenue role

• Software/SaaS experience required

• Experience with Salesforce and CPQ required

• Familiarity with Zuora and Zendesk a plus

• Proficient in Microsoft Excel

• Readily available during the end of the month/quarter

• Acute attention to detail and the ability to closely follow policies and instructions

• Strong listening, analytical and organizational skills

• Operational mindset and approach to work

• Willingness and eagerness to learn with a team player attitude

• Flexibility and ability to work and adapt to change in a fast-paced and fully remote environment