Senior Order Operations Analyst

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

📋 Description

• Assist in the complete quote-to-cash process, encompassing deal structuring, order validation, and management of renewals.

• Collaborate with Sales, Finance, and Legal teams to generate precise Salesforce CPQ quotes, oversee pricing and approvals, audit contracts, and guarantee smooth order transitions to Revenue Operations.

• Analyze pricing and governance policies, providing guidance on intricate or non-standard deal structures.

• Take ownership of quote generation in Salesforce CPQ, ensuring proper product configuration, pricing accuracy, and subscription alignment.

• Oversee discounting and pricing governance while monitoring approvals within Salesforce.

• Assist in the creation and validation of renewal quotes, including handling co-terming, upsells, partial renewals, and amendments.

• Identify churn risks or exceptions and work in conjunction with Sales and Customer Success teams.

• Scrutinize opportunities, contracts, signatures, approvals, renewal language, pricing, SKUs, and customer agreements for thoroughness and accuracy.

• Manage data integrity within Salesforce and ensure accurate transfers to NetSuite; confirm that orders are prepared for audits prior to handoff to Billing/Revenue Operations.

• Detect and address revenue-related discrepancies, including contract alterations, refunds, and credits.

• Aid in financial audits by upholding data integrity and maintaining internal controls.

• Suggest enhancements to the quote-to-cash and renewal management processes.

• Support system integrations, automation projects, and special initiatives.

• Uphold confidentiality regarding sensitive financial and customer information.

⛳️ Requirements

• Minimum of 3 years of experience in Deal Desk, Order Operations, Revenue Operations, or a comparable position.

• In-depth knowledge of Salesforce CPQ, NetSuite, Clari, and quote-to-cash methodologies.

• Familiarity with renewal management, revenue recognition principles, pricing frameworks, and contract governance.

• Strong analytical, problem-solving, and decision-making capabilities.

• Proficient in interpreting and applying pricing and approval workflows.

• Excellent communication skills, with the ability to customize messaging for various stakeholders.

• Capacity to work autonomously in a dynamic environment while juggling competing priorities.

• Proven ability to create process improvements and boost operational efficiency.

• All new employees must successfully complete a background check as a condition of employment.

🏝️ Benefits

• Competitive Equity Package

• Comprehensive Benefits Plan