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Order Management Analyst

Posted about 5 hours agoViewed

View full description

💎 Seniority level: Middle, 2-3 years

💸 Salary: 60000.0 - 90000.0 USD per year

🔍 Industry: Accounting software

🗣️ Languages: English

⏳ Experience: 2-3 years

Requirements:
  • 2-3 years of experience in a deal desk, finance, contracts, sales operations, or revenue role, with software/SaaS experience required.
  • Experience with Salesforce and CPQ, with prior CPQ experience necessary.
  • Availability during the end of the month/quarter.
  • Detail-oriented, analytical thinking, and possess strong listening, analytic, and organizational skills.
  • An operational mindset and willingness to learn with a team player attitude.
  • Flexibility and ability to adapt to change in a fast-paced environment.
Responsibilities:
  • Review and approve CPQ quotes to ensure alignment with company policies and objectives.
  • Audit all new and existing customer orders submitted for booking by Sales Teams.
  • 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 business requirements.
  • Serve as the 'first and last line of defense' from quote creation to booking in Salesforce.
  • Collaborate with RevOps teammates to address booking issues and identify areas for improvement.
  • Complete assigned Salesforce cases submitted by Salesforce end users.
  • Handle any other tasks that may be assigned to help the company meet its goals.
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