Senior Order Management Analyst

Administration Requisition ID 4045 Pune, India

Description

The Senior Order Management Analyst will be responsible for the daily review and approval of all incoming sales orders in accordance to the Finance team's SLA and company booking and revenue policies. 

The candidate will be expected to actively contribute to the overall process improvement and enhancement as an experienced professional in the best practices of sales order management and the Quote-to-Cash process. In addition, the candidate will support the sales teams in areas such as review of quotes to validate pricing and follow-through on account discrepancies. The role requires daily coordination with various teams, including Credit, Customer Service/Fulfillment, Billing, Revenue, Sales and Legal.

Key responsibilities include:

  • Review and approve daily incoming sales orders
  • Co-ordinate with Credit team to evaluate customer or partner credit worthiness
  • Review accuracy of agreements, signed quotes, purchase order details including terms, customer or partner billing instructions, shipping, product, pricing, discounts
  • In Salesforce and in NetSuite ERP system, ensure order is set-up for prompt and correct provisioning and invoicing with correct billing & shipping contact information, product, subscription dates and revenue recognition and recorded in the correct accounting period
  • Proactively follow through on orders with open questions to ensure that these are resolved timely and recorded in the correct period; identify issues and proactively investigate and clearly communicate recommendations and solutions
  • Support the sales teams with review of sales quotes with accurate assessment of customer's account and history
  • Track and report on customer account discrepancies and follow-through to resolution
  • Monitor and distribute incoming orders to the correct opportunity owner
  • Research and address partner queries related to order status such as fulfillment and billing
  • Always communicate with salespersons and sales review team worldwide to facilitate a smooth order fulfillment process and prompt invoicing
  • Generate and maintain detailed documentation of policies and processes
  • Assist with process improvement/automation initiatives as they arise

You are/have:

  • A strong team player with a positive, service-oriented attitude who drives process improvements to increase effectiveness of the team and minimize room for errors
  • Hands-on, detail-oriented, and organized
  • A self-starter and high-achiever with a focus on doing a great job
  • Flexibility to work extended hours when work volume requires (typically month-end/quarter-end)
  • The Analyst will be expected to Support functional teams based in
    European and US Eastern and Central Time Zones
  • A superior problem solver, possessing the initiative to look into the details and interpret the impact of key business drivers
  • Excellent multi-tasker who has strong time and project management skills and understands the importance of planning in advance to meet deadlines that include multiple review points and iterations
  • Strong communicator, both written & verbal; reliable and responsive to email and phone communications
  • Highest level of integrity and good judgment with the ability to effectively deal with highly sensitive, confidential information

Qualifications

  • 5+ years of experience in sales order processing, order management, order approval, fulfillment, revenue and billing
  • Bachelor’s degree and above required
  • Experience in supporting sales order review team at a public SaaS company is preferred
  • Basic understanding of US GAAP rules relating to revenue recognition
  • Salesforce and NetSuite experience preferred

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