About the Job:
As the Order Management Specialist, you will ensure that system inputs are complete and accurate, orders are processed in a timely manner, work with the Deal Desk and Internal Systems team to resolve issues, and ensure accounts are provisioned. You will have excellent attention to detail, solve problems, and ability to multi task.
Responsibilities:
Order & Opportunity Review
- Review opportunities in Salesforce to ensure completeness and accuracy prior to downstream processing into NetSuite, validating pricing, product/SKU alignment, contract terms, and required fields.
- Review Annual Recurring Revenue (ARR) on opportunities to confirm accuracy and alignment with contract terms and pricing before deals proceed through the order-to-cash cycle.
- Create and monitor indirect sales orders via AWS Marketplace. Work with AWS Support to resolve any offer issues or errors.
- Identify, troubleshoot, and resolve data discrepancies or missing information before orders progress through the order-to-cash cycle.
- Serve as a quality checkpoint between deal closure and financial system entry, minimizing rework and downstream billing errors.
Provisioning & Deal Documentation
- Review and approve provisioning details to ensure customer setup aligns with the terms of the executed agreement.
- Partner with Sales, Customer Success, and Deal Management to confirm that all required documentation (order forms, amendments, approvals, contracts) is complete, accurate, and obtained prior to processing.
- Act as a point of escalation for missing or inconsistent deal documentation, coordinating resolution across stakeholders.
Systems & CPQ Administration
- Work closely with the internal systems/IT team to ensure Salesforce CPQ configurations (pricing rules, product bundles, approval workflows) remain accurate and up to date.
- Support testing and validation of CPQ and Salesforce-to-NetSuite integration changes, flagging issues that could impact order accuracy or revenue processing.
- Contribute to continuous improvement of order-to-cash tools, workflows, and controls.
Revenue Recognition & Compliance
- Apply a working understanding of ASC 606 principles when reviewing deal structures, contract terms, and provisioning to flag potential revenue recognition considerations.
- Support Finance/Accounting during month-end and quarter-end close by ensuring orders and documentation are audit-ready.
- Help maintain internal controls around deal review, approval, and order processing.
Cross-Functional Partnership
- Act as a trusted liaison between Sales, Customer Success, Deal Management, Finance, and Systems teams to keep the order-to-cash process moving efficiently.
- Provide guidance and training to Sales and Customer Success on Salesforce, CPQ, and documentation requirements.
- Report on order accuracy, cycle times, and recurring issues, and recommend process improvements.
Qualifications:
- Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent practical experience.
- 4+ years of experience in Order to Cash, Deal Desk, Sales Operations, Revenue Operations, or a related finance/systems role, ideally in a B2B SaaS environment.
- Hands-on experience with Salesforce and Salesforce CPQ (or other CPQ systems); experience with NetSuite and AWS Marketplace strongly preferred
- Working understanding of ASC 606 revenue recognition principles as they apply to SaaS/subscription contracts.
- Strong attention to detail and comfort working with high volumes of orders, especially during month-end/quarter-end close.
- Excellent cross-functional communication skills, with proven ability to partner effectively wit