Order Management Analyst - Remote

Overview

As an Order Management Analyst, you will support the Revenue Operations and Sales teams by supporting the Quote to Cash process in a Deal Desk and Order Management capacity. This role requires meticulous reviews of order forms for all transaction types as well as auditing executed agreements in preparation for booking.

In Short

• Review and approve CPQ quotes to ensure alignment with company policies.
• Audit new and existing customer orders submitted for booking.
• Perform financial, commission, and sales data quality checks in Salesforce.
• Identify and address incorrect metrics and information.
• Serve as the first and last line of defense from quote creation to booking.
• Collaborate with RevOps teammates to address booking issues.
• Complete assigned Salesforce cases.
• Assist with any other tasks to help the company meet its goals.

Requirements

• 2-3 years of experience in a deal desk, finance, contracts, or sales operations role.
• Experience with Salesforce and CPQ is required.
• Detail-oriented and analytical thinking.
• Strong listening, analytic, and organizational skills.
• Operational mindset and approach to work.
• Willingness to learn and team player attitude.
• Flexibility to adapt to change in a fast-paced environment.

Benefits

• Competitive salary and stock options.
• Comprehensive benefits package including medical, dental, and vision.
• Unlimited vacation policy.
• Employee choice policy for remote or hybrid work.
• Professional growth opportunities and community involvement.