Overview
The organization is seeking an Order Management Analyst responsible for processing orders and related billings. This role requires close coordination with internal stakeholders and partners to ensure accurate order handling and adherence to established Service Level Agreements (SLAs) and internal controls. As activity increases at month, quarter, and year-end, success depends on staying calm, prioritizing effectively, and maintaining accuracy under pressure. Strong communication and organizational skills are essential.
Responsibilities
- Review and validate order documentation from customers and partners, including quotes, services orders, purchase orders, and SOWs, to ensure processing and billing requirements are complete and accurate.
- Process orders, invoices, and credit memos in a timely manner using Salesforce, Zuora Billing and Workday.
- Complete activities within month, quarter and year-end deadlines.
- Coordinate with cross-functional teams to resolve invoice inquiries and disputes in a timely manner.
- Ensure all activities comply with established controls, including SOX requirements.
- Maintain and retain proper documentation as required for order review and validation.
- Collaborate with cross-functional teams to ensure accurate data and account history.
Requirements
- Bachelor’s degree required; Accounting or Finance discipline preferred.
- Experience with Salesforce, Zuora Billing, Workday and AI-enabled tools preferred.
- Fluency in Spanish, both spoken and written, is highly preferred.
- Ability to work accurately and efficiently under tight deadlines.
- Strong communication skills and the ability to work effectively with Sales teams and customers or partners.
- Prior order management experience in the SaaS industry is highly preferred.
- Ability to collaborate with stakeholders across global regions in a remote environment.
- Knowledge of software licensing models and cloud business models preferred.
- High attention to detail, excellent customer service, and strong communication capabilities.
- Strong analytical skills and ability to manage and prioritize multiple tasks.
- Ability to perform root cause analysis and propose process improvements; commitment to continuous improvement.
- Basic accounting knowledge and familiarity with revenue recognition principles.
- Strong English verbal communication skills.
- Willingness to work extended hours at month end.
Preferred Qualifications
- Experience with Salesforce, Zuora Billing, Workday and AI-enabled tools.
- Prior order management experience in the SaaS industry.
- Knowledge of software licensing models and cloud business models.
Compensation & Benefits
- Paid volunteer time.
- August Free Fridays.
- Well-being resources.
- Regionally tailored programs for employees and their families.
- Learning and development support, including mentorship, learning programs, leadership development, and education support.
Location
- Remote environment; ability to collaborate with stakeholders across global regions is required.