Hybrid Order Operations Specialist – SaaS

Posted 3 weeks ago

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About the role

  • Order Operations Specialist facilitating sales operations and ensuring accurate revenue reporting. Partnering with global sales teams to manage opportunities and contracts effectively.

Responsibilities

  • As an Order Operations Analyst, you will be the liaison between sales and decision-making business units
  • You will be responsible for reviewing and booking opportunities prepared by sales inside the CPQ module of Salesforce, enforcing all written booking policies and revenue guidelines, and closing deals while confirming or correcting forecasted numbers to maintain accurate reporting for the business
  • This role is the gateway between sales and revenue
  • Those in this role work closely with the global sales team to make sure deals have all necessary prerequisites to close, report numbers on complex contracts, advise sales on their compensation and quota, work with commercial teams, and manage approvals
  • This role is foundational to our strategy as a company, enabling sales to have confidence in their forecasting and reporting
  • Working closely with sales, renewals, commissions

Requirements

  • A bachelor’s degree in Statistics, Mathematics, Business Administration, or similar field equivalent
  • 2-3 years experience in an Order Operations role preferably supporting a SaaS line of business or SaaS Renewal Management Operations
  • Extensive experience in contract, order form, and PO-related processing
  • General understanding of MSA and other legal terminologies relevant to order or deal processing
  • Strong exposure to renewal management operations or roles
  • Strong knowledge and experience in administration work leveraging CRM platforms (e.g. Salesforce or similar CRM)
  • Ability to execute accurate order computation, validation or pricings, and other components in order processing, and understanding various data sets involving an account and order information
  • Experience in inter-team collaboration to get results done promptly
  • A broad understanding of customer success and renewal management operations
  • Excellent Oral and Written Communication skills
  • Excellent customer service skills and internal onshore support communication
  • Excellent comprehension and analytical skills and can adapt to the fast-paced process-driven learning environment
  • Excellent in performing research, data hygiene, data reconciliation, and quality control to ensure no impact on Revenue or Bookings
  • Ability to maintain a high level of productivity, manage multiple competing priorities, and work effectively under the pressure of time constraints in a fast-paced, complex, collaborative, and team-oriented environment
  • Must be highly motivated and perform well working independently and with a team
  • Must be customer-centric, self-propelled, proactive, and decisive
  • Fosters unity and teamwork
  • Capable of working successfully to deadline in independent and team-based settings
  • Must be proficient in MS Excel

Benefits

  • Competitive compensation
  • Adherence to government-mandated benefits
  • Retirement Savings Program with Company Matching
  • Life Insurance
  • HMO on day 1
  • Paid time off, birthday leave
  • Bonus and incentive plans
  • Opportunities for skills training and personal and professional development

Job title

Order Operations Specialist – SaaS

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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