Order Management Analyst

Overview

Daily review and approval of incoming Opportunities/Quotes against Finance SLA and company booking and revenue policies, supporting sales order management and the Quote-to-Cash process.

What you'll do

• Review and approve daily incoming Opportunities/Quotes.
• Coordinate with the Credit team to evaluate customer or partner credit worthiness.
• Review accuracy of agreements, signed quotes, purchase order details including terms, customer or partner billing instructions, shipping, product, pricing and discounts.
• In Salesforce, ensure orders are set up for prompt and correct provisioning, correct billing and shipping contact information, products, and subscription dates, and identify non-standard terms for revenue recognition risk.
• Proactively follow through on orders with open questions to ensure they are resolved timely and recorded in the correct period; identify issues, investigate, and clearly communicate recommendations and solutions.
• Support sales teams with review of sales quotes, including accurate assessment of customer account and history.
• Track and report on customer account discrepancies and follow through to resolution.
• Research and address partner queries related to order status such as fulfillment and billing.
• Communicate with salespersons and sales review teams worldwide to facilitate a smooth order fulfillment process.
• Contribute to continuous process improvement and automation initiatives.
• Apply knowledge of ASC 606 revenue standard, including termination for convenience, material right, and variable consideration.

What you'll need

• Strong team player with a positive, service-oriented attitude who is highly sensitive to details.
• Hands-on, detail-oriented and well organized.
• Superior problem solver with the initiative to identify and investigate issues and solutions.
• Excellent multi-tasker with strong time and project management skills who plans in advance to meet deadlines with multiple review points and iterations.
• Strong written and verbal communicator; reliable and responsive to email and phone communications.
• Highest level of integrity and good judgment, able to deal effectively with highly sensitive, confidential information.
• Flexibility to work extended hours when required (typically month-end/quarter-end, and at times over weekends/holidays).
• 2-3 years of experience in sales order processing, sales operations, or billings team (highly desirable).
• Experience supporting a sales order review team at a public SaaS company (highly desirable).
• Salesforce experience (highly desirable).

Nice to have

• Basic understanding of US GAAP and ASC 606 relating to revenue recognition.
• NetSuite experience.

Details

• Location: Pune.
• Typically requires extended hours at month-end/quarter-end and at times over weekends/holidays.