Audit all customer order forms submitted for booking to confirm accuracy
Review and approve CPQ quotes to ensure they align with company policies and objectives
Perform financial, commission, and sales data quality checks in Salesforce for each opportunity and quote to ensure all records meet booking requirements
Identify and address incorrect metrics and information according to booking policies and ensure accuracy before opportunities are closed won
Serve as the “first and last line of defense” beginning from quote creation to booking in Salesforce and Zuora
Collaborate with RevOps, BizSys, Deal Desk and Legal teammates to address booking issues and to identify areas for improvement across the systems
Partner with Billing, Revenue and Provisioning teammates to address issues post order booking
Complete assigned Salesforce cases submitted by Salesforce end users
Review and reply to Zendesk cases submitted by various stakeholders
Complete the month
and quarter-end audit tasks
Any other responsibilities that may be assigned to help the company meet its goals

2-3 years of experience in order management, deal desk, finance, contracts, sales operations, or revenue role
Software/SaaS experience required
Experience with Salesforce and CPQ required
Familiarity with Zuora and Zendesk a plus
Proficient in Microsoft Excel
Readily available during the end of the month/quarter
Acute attention to detail and the ability to closely follow policies and instructions
Strong listening, analytical and organizational skills
Operational mindset and approach to work
Willingness and eagerness to learn with a team player attitude
Flexibility and ability to work and adapt to change in a fast-paced and fully remote environment

Order Management Analyst

Key skills