Business Operations Analyst – Order Management

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Lead the execution process for order forms related to deals in the Americas and provide direct support to the deal desk team.

• Assist with Salesforce operations, which include opportunity audits, contract documentation, and management of CPQ data.

• Ensure that revenue documentation is collected and attached promptly for all closed/won Salesforce opportunities.

• Aid in customer provisioning to guarantee that the correct subscription products are delivered in a timely manner.

• Analyze acquisitions and integrations concerning provisioning, tracking CPQ/entitlements, and managing order processes.

• Collaborate with internal stakeholders and the business applications team to enhance back-office operations and reporting.

• Provide support for ad hoc operational projects and analyses as required.

• Keep accurate and complete records of contracts and subscriptions for active customer accounts.

• Daily review, update, analyze, and rectify closed/won Salesforce opportunities.

• Process final documents for execution and ensure Salesforce records are updated within 24 hours as per the runbook.

• Perform entitlement analysis and coordinate with the Revenue and FP&A teams to facilitate revenue recognition and assist in financial planning.

• Provide support to CVM and Sales teams regarding inquiries about contracts and entitlements.

• Maintain the accuracy and integrity of global customer entitlement records.

⛳️ Requirements

• Over 4 years of experience in business operations or financial analysis.

• Ability to concentrate on operational efficiency while thinking creatively.

• Familiarity with Office, Google Suite, Salesforce, and other standard software tools.

• Expertise in Microsoft Excel.

• Proficiency in Salesforce.

• Proficient in Google Mail.

• Proficient in Google Drive.

• Outstanding analytical and quantitative skills.

• Strong communication skills across all levels of the organization.

• Capability to collaborate with employees based in the US.

• Ability to work effectively and proactively with minimal supervision.

• Methodical, investigative, analytical, and detail-oriented mindset.

• Capacity to perform repetitive tasks for extended periods while maintaining quality.

• Ability to research unknown accounts and accurately identify account details using available information.

🏝️ Benefits

• Two paid wellness days off for the entire company each year.

• A paid day off on your birthday or another day of your choice within your birthday month.

• 40 hours of paid volunteer time off annually.

• Access to a free, confidential, 24/7/365 Employee Assistance Program offering counseling, emotional support, work-life solutions, financial advice, legal guidance, and new-parent support.

• Zurich Travel Assist business travel protection, which includes medical, safety, pre-trip planning, and emergency assistance.

• Monetary bonuses for successful employee referrals.

• Location-specific benefits packages that include comprehensive medical/dental insurance, retirement/pension plans, and life or accident protection.