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Form of workPosition Overview:
You will report directly to the Order Management Manager and be a critical member of the quote to cash process (“Q2C”). From being heavily involved in the entire customer life cycle, including quoting, processing orders, and invoicing, you will get to have significant interaction with the Deal Desk, Sales, Accounts Receivable, Corporate Controller, and other operational stakeholders. This holds an opportunity for you to optimize and document Order Management related policies and procedures.
Functional Responsibilities:
Daily processing/provisioning of subscription and professional services orders in billing system
Review customer Order Forms for accuracy to ensure clean revenue recognition, sales activity reporting and commissions processing
Partner with Deal Desk and Sales on quoting, Accounts Receivable on invoicing, and serve as an expert in Company bookings and fulfilment policies
Perform a detail-oriented review of quotes and order forms to ensure accuracy and compliance with Company bookings and revenue recognition policies
Lead monthly compliance billing process, partnering with Sales to quote and invoice for compliance overages
Provide overall Order Management expertise to the internal operational teams for tool changes, requirement gathering and testing of new product offerings
Ad hoc projects as required by the business throughout time
Minimum Qualifications:
1 year of relevant experience in Order Management/contract management roles (SaaS experience a plus)
Experienced user of Salesforce and Q2C systems including subscription billing software and ERP systems (experience with Billing Platform, Avalara and NetSuite is a plus)
Broad understanding of policies, processes and systems relating to order fulfilment and invoicing
Core Competencies:
Strong communication skills and desire to work cross-functionally to achieve common goals
Collaborative team player with high standards and ethics
Ability to prioritize, multi-task and manage several tasks simultaneously
Demonstrated ability to consistently work within fixed timeframes and meet
deadlines without sacrificing quality
Display confidence and desire to work cross functionally
Ability to make decisions based on policy with a good sense for when
escalation and additional communication is necessary
Independent, self-starter willing to think outside of the box and influence
change
Experience with projects and initiatives related to process improvement,
systems & data flows, new product launches and operational efficiency a plus
