Senior Order Operations Analyst

Overview

This role supports the end-to-end quote-to-cash process, from deal structuring through order validation and renewals management. You will collaborate closely with Sales, Finance, Legal, and Revenue Operations to create accurate Salesforce CPQ quotes, manage pricing and approvals, audit contracts, and ensure clean order handoffs. The position plays a key part in protecting revenue integrity, improving deal velocity, and supporting a seamless customer experience.

Responsibilities

• Interpret pricing and governance policies to accommodate unique customer needs, advising on complex or nonstandard deal structures and recommending solutions that balance customer needs with company objectives.
• Own quote creation in Salesforce CPQ, ensuring accurate product configuration, pricing, and subscription alignment.
• Manage discounting and pricing governance to ensure consistency and financial health; act as a liaison between Sales, Finance, and Legal and ensure all approvals (discounting, renewals, non-standard terms) are logged and tracked in Salesforce.
• Support creation and validation of renewal quotes in Salesforce CPQ, ensuring accuracy (ARR, product continuity, term dates) and compliance with uplift/discount policy.
• Support co-terming, upsells, partial renewals, and amendment scenarios.
• Proactively flag churn risks or exceptions and collaborate with Sales/Customer Success.
• Review opportunities for accuracy and completeness, ensuring compliance with pricing, SKUs, and customer agreements, and confirming alignment between opportunity, quote, order, and contract.
• Validate supporting documentation (contracts, signatures, approvals) and renewal language to ensure correct terms carry forward.
• Oversee data integrity in Salesforce and its accurate transfer to NetSuite, ensuring closed-won opportunities and orders are audit-ready before handoff to Billing/RevOps.
• Reduce rework and customer friction by catching errors before signature.
• Ensure sales orders and renewals align with revenue recognition policies; identify and resolve revenue-related discrepancies (e.g., contract modifications, refunds, credits).
• Support the financial audit process by maintaining data integrity and internal controls.
• Recommend improvements to quote-to-cash and renewal management processes and share insights with Sales, Finance, and Legal.
• Assist with system integrations, automation initiatives, and special projects.
• Maintain confidentiality of sensitive financial and customer data.

Qualifications

• 3+ years of experience in Deal Desk, Order Operations, Revenue Operations, or a similar role.
• Strong knowledge of Salesforce CPQ, NetSuite, Clari, and quote-to-cash processes.
• Understanding of renewal management, revenue recognition principles, pricing structures, and contract governance.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong ability to interpret and apply pricing and approval workflows.
• Effective communication skills with the ability to tailor messaging for different stakeholders.
• Ability to work independently in a fast-paced environment while managing competing priorities.
• Demonstrated ability to develop process improvements and enhance operational efficiency.

Compensation & Benefits

• Salary: $108,000
• Competitive equity package
• Comprehensive benefits plan

Location

Remote-first role across North America, Europe, the Middle East, and APAC.