Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!
The Order Management Analyst will be responsible for the daily review and approval of all incoming Opportunities/Quotes in accordance with the Finance team's SLA and company booking and revenue policies. Located in Pune, the candidate will be expected to actively contribute to the overall company order processing following best practices of sales Order Management and the Quote-to-Cash process. In addition, the candidate will support the sales teams in areas such as review of Quotes to validate pricing and follow-through on account discrepancies. The role requires daily coordination with various teams, including Credit, Customer Service/Fulfillment, Billing, Revenue, Sales and Legal.
Key responsibilities include
Review and approve daily incoming Opportunities/Quotes.
Co-ordinate with 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, discounts.
In Salesforce, ensure orders are set-up for prompt and correct provisioning, correct billing & shipping contact information, product(s), subscription dates, and to identify non-standard terms for revenue recognition risk.
Proactively follow through on orders with open questions to ensure that these are resolved timely and recorded in the correct period; identify issues and proactively investigate and clearly communicate recommendations and solutions.
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Support the sales teams with review of sales quotes with accurate assessment of customer's 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.
Always communicate with salespersons and sales review team worldwide to facilitate a smooth order fulfillment process.
Continuous focus on Process Improvement/Automation initiatives.
Knowledge of ASC 606 revenue standard in terms of termination of convenience, material right, variable consideration, etc.
You are/have
A strong team player with a positive, service-oriented attitude who is highly sensitive to details.
Hands-on, detail-oriented, and well organized.
A superior problem solver possessing the initiative to identify/investigate issues and solution.
Excellent multi-tasker who has strong time and project management skills and understands the importance of planning in advance to meet deadlines that include multiple review points and iterations
Strong communicator, both written & verbal; reliable and responsive to email and phone communications.
Highest level of integrity and good judgment with the ability to effectively deal with highly sensitive, confidential information
Flexibility to work extended hours when required (typically month-end/quarter-end & at times over weekend/holidays)
Qualifications
2-3 years of experience in sales order processing, sales operations, or billings team highly desirable.
Experience in supporting sales order review team at a public SaaS company highly desirable
Salesforce experience highly desirable
Basic understanding of US GAAP & ASC 606 relating to revenue recognition a plus
NetSuite experience a plus
