Order Management Specialist - West Coast

W
Wiz, Inc.Enterprise SaaS/B2B
West CoastFull-TimeMiddle
Salary80000 - 110000 USD per year
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Job Details

Required Skills
SalesforceNetSuite

Requirements

  • Familiarity with the Enterprise SaaS/B2B Industry
  • Experience in Order Management, Finance Operations, Deal Desk, Sales Operations, or Pricing preferred
  • Demonstrated ability to partner effectively with GTM Teams and other cross-functional departments
  • Basic understanding of revenue recognition rules
  • Highly organized, customer-focused, and detail-oriented
  • Ability to multitask and prioritize, especially during periods of high volume such as End of Month or End of Quarter
  • Ability to effectively manage distractions and adapt to changing priorities
  • Excellent communication skills, with the ability to be transparent
  • Receptive of feedback
  • Strong quantitative skills
  • Proficiency in NetSuite
  • Proficiency in Salesforce
  • Basic knowledge and understanding of a CPQ tool

Responsibilities

  • Act as the primary liaison for the Field Sales team, providing support for questions related to opportunity booking and subscription management.
  • Manage opportunity bookings, ensuring accuracy and completeness.
  • Create and maintain Wiz Handbook documentation for streamlined processes.
  • Resolve any booking errors promptly.
  • Partner with Deal Desk and Billing teams to efficiently and accurately process opportunities.
  • Maintain customer deal information, ensuring alignment between Salesforce and Netsuite.
  • Collaborate with Revenue and Commission Accounting teams to address questions related to bookings.
  • Perform weekly and monthly reconciliations, ensuring a 1:1 relationship between Netsuite Invoice and SFDC Opportunity.
  • Verify the accuracy of other bookings metrics.
  • Demonstrate a basic understanding of ASC606, SOX, and Export Compliance.
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80000 - 110000 USD per year
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