Order Management Analyst, OTC
Core
Ensure system inputs are complete and accurate, process orders timely, resolve issues with Deal Desk/Internal Systems, and provision accounts for B2B SaaS clients.
Role type
Order Management Analyst (OTC)
Builds
Order-to-cash process, customer provisioning, and revenue recognition compliance.
Domain
B2B SaaS, Finance, Order Management
Required skills
Salesforce CPQ, NetSuite, AWS Marketplace, ASC 606 revenue recognition, data validation, contract term review, cross-functional liaison, process improvement, Excel, reporting tools
Preferred skills
Salesforce-to-NetSuite integration experience, Contract Lifecycle Management (CLM) tools, systems testing/UAT
Technologies
Salesforce, NetSuite, AWS Marketplace, Tableau
Responsibilities
Review opportunities in Salesforce for completeness and accuracy before downstream processing; Create and monitor indirect sales orders via AWS Marketplace; Serve as a quality checkpoint between deal closure and financial system entry; Review and approve provisioning details to ensure customer setup aligns with executed agreements; Partner with Sales, Customer Success, and Deal Management to confirm required documentation is complete; Work with internal systems/IT to ensure Salesforce CPQ configurations remain accurate; Apply ASC 606 principles when reviewing deal structures and contract terms; Act as a trusted liaison between Sales, Customer Success, Deal Management, Finance, and Systems teams
Seniority
Mid-level, hands-on IC
