Revenue Operations Analyst – Order Management

Role Overview

• As part of a two-person Order Management team, manage and execute the order management function covering contract review, audit, closure, and provisioning for customer opportunities to ensure accurate bookings and timely revenue recognition.
• Audit, verify, and close sales opportunities to ensure accurate bookings and SOX compliance.
• Ensure documentation and booking recognition policies are followed.
• Expertly utilize CRM, CPQ, Looker, Confluence, JIRA, and Google Suite to manage orders and reporting.
• Coordinate with Sales, Deal Desk, Finance, Legal and other Revenue Operations functions on documentation, booking guidelines, and order form compliance for smooth deal flow.
• Identify provisioning/delivery issues, including timely delivery of product
• Responsible for Contract Repository, Customer Entitlements hygiene, and monthly/quarterly audits of all Compliance reports
• Identify process inefficiencies and redesign workflows; generate SOPs and best practice guides for team use, and future automation.
• Create and maintain a self-service knowledge hub, regularly updating FAQs and instructional materials to facilitate broader enablement and improve support efficiency.
• Proactively communicate issues back to management and follow order management processes.
• Play a significant role in cross-functional projects that will help scale the business, including ad-hoc cross-team deliverables and piloting new SOP workflows.
• Contribute ideas and innovations to improve upon existing systems, work processes, and procedures.

Requirements

• Bachelor’s degree in Business Finance, Economics or a related field
• 2+ years of experience in sales operations, revenue operations, and/or deal desk in B2B Enterprise Software
• Well-organized; able to effectively handle multiple tasks, prioritize workload, and manage high volume orders at quarter and month-end close
• Excellent interpersonal skills; ability to articulate verbally and written communication, willingness to appropriately explain difficult issues; ability to think quickly
• Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative
• Self-motivated with a knack for being meticulous/detail oriented
• Ability to work with a diverse team and influence/drive change across functions
• Proficiency in MS or Google Suite, including Excel, Powerpoint, and Word
• Demonstrate adaptability to new tools and digital transformation (AI driven workflows, HubSpot, DealHub)

Benefits

• Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
• Competitive compensation packages
• Company paid life insurance 3x salary
• Company paid short
• and long-term disability coverage
• Retirement planning (401K) with 4% company match
• Restricted Stock Units (RSU)
• Flexible Time Off (FTO)
• Up to 26 weeks paid parental leave including a post-partum night nurse
• Comprehensive support and access to care for everyone, everywhere through Carrot
• our global reproductive health and family-building benefit.