Order Management Analyst, OTC
Manages order-to-cash quality, provisioning, documentation, and system workflows across Salesforce, CPQ, NetSuite, and AWS Marketplace. Requires 4+ years of order management or revenue operations experience, strong Excel skills, and knowledge of ASC 606.
About the job
Responsibilities
Order and Opportunity Review
- Review Salesforce opportunities for completeness and accuracy before downstream processing into NetSuite.
- Validate pricing, product/SKU alignment, contract terms, required fields, and annual recurring revenue (ARR).
- Create and monitor indirect sales orders through AWS Marketplace; resolve offer issues with AWS Support.
- Identify and resolve data discrepancies or missing information before orders advance through the order-to-cash cycle.
- Serve as a quality checkpoint between deal closure and financial-system entry.
Provisioning and Deal Documentation
- Review and approve provisioning details against executed agreements.
- Partner with Sales, Customer Success, and Deal Management to collect and validate order forms, amendments, approvals, and contracts.
- Escalate and coordinate resolution of missing or inconsistent deal documentation.
Systems and CPQ Administration
- Maintain accurate Salesforce CPQ pricing rules, product bundles, and approval workflows with the internal systems/IT team.
- Support testing and validation of CPQ and Salesforce-to-NetSuite integration changes.
- Improve order-to-cash tools, workflows, and controls.
Revenue Recognition and Compliance
- Apply ASC 606 principles to review deal structures, contract terms, and provisioning, flagging potential revenue-recognition considerations.
- Support month-end and quarter-end close by ensuring orders and documentation are audit-ready.
- Help maintain controls for deal review, approval, and order processing.
Cross-Functional Partnership
- Liaise with Sales, Customer Success, Deal Management, Finance, and Systems teams to keep order-to-cash processes moving.
- Provide guidance and training on Salesforce, CPQ, and documentation requirements.
- Report on order accuracy, cycle times, and recurring issues, and recommend process improvements.
Requirements
- Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent practical experience.
- 4+ years of experience in Order to Cash, Deal Desk, Sales Operations, Revenue Operations, or a related finance/systems role, ideally in B2B SaaS.
- Hands-on experience with Salesforce and Salesforce CPQ or another CPQ system.
- Working knowledge of ASC 606 revenue-recognition principles for SaaS or subscription contracts.
- Strong attention to detail and experience handling high order volumes, including month-end and quarter-end close.
- Strong cross-functional communication skills.
- Analytical mindset and strong Excel skills.
- Ability to work independently, prioritize competing requests, and manage ambiguity in a fast-paced environment.
Nice to Have
- Experience with NetSuite and AWS Marketplace.
- Experience with Salesforce-to-NetSuite integrations or similar CRM-to-ERP data flows.
- Experience with reporting or dashboard tools such as Tableau.
- Familiarity with contract lifecycle management tools such as Ironclad or DocuSign CLM.
- Experience with systems testing, user acceptance testing, or process documentation for order management tools.
Skills
Salesforce, Salesforce Cpq, NetSuite, Aws Marketplace, ASC 606, Excel, Tableau, Ironclad, Docusign Clm, Salesforce Integration, Revenue Operations
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