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
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