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OktaOktaSan Francisco, CA

Senior Product Analyst, Order to Cash

Own configuration, optimization, and integration of NetSuite Order-to-Cash systems across Salesforce, Zuora RevPro, Celigo, and Avalara. Lead requirements discovery, drive AI-powered process improvements, and ensure SOX/ASC 606 compliance.

128k – 176k
Hybrid5+ YOEProduct Operations

About the role

Responsibilities

  • Serve as the primary functional expert for NetSuite Order-to-Cash modules, including Order Management, Accounts Receivable, Billing, and Collections
  • Own configuration, maintenance, and optimization across all O2C workflows
  • Lead discovery sessions to gather, document, and analyze complex business requirements from global Billing, Collections, and Order Management teams
  • Translate requirements into robust functional specifications and scalable NetSuite solutions
  • Troubleshoot complex data flow and integration errors across Salesforce to NetSuite and NetSuite to RevPro and other peripheral applications
  • Drive improvements to dunning and collections processes, including configuration and optimization of Collection Management workflows
  • Support NetSuite financial close and reconciliation activities for AR, revenue, billing, and deferred revenue recognition
  • Maintain compliance with SOX, SOC, and ASC 606 requirements
  • Create dashboards and actionable insights using SuiteAnalytics, Workbooks, and RevPro Analytics for revenue visibility, billing performance, collections aging, and close metrics
  • Drive and champion AI-powered initiatives leveraging GenAI, Agentic AI tools, and AWS to automate manual reconciliation, detect anomalies, and streamline exception handling

Requirements

  • 5+ years of dedicated experience as a Product Analyst or Business Analyst with hands-on expertise in NetSuite Order-to-Cash functions across multiple modules
  • Hands-on NetSuite configuration experience across Order to Cash, SuiteFlow, SavedSearch, and Report building
  • Proven ability to collaborate with development teams and stakeholders, taking full ownership of deliverables and driving projects end to end
  • Experience integrating O2C processes with third-party systems such as Salesforce CRM/CPQ, Celigo, Zuora RevPro, Avalara, and data warehouse platforms
  • Strong understanding of financial close, reconciliation, and compliance standards including SOX controls, ASC 606, and audit documentation requirements
  • Demonstrated curiosity and initiative in exploring and applying AI tools to improve processes
  • Bachelor's degree in Business Administration, Information Systems, Computer Science, Finance, Accounting, or equivalent years of industry experience

Nice-to-Haves

  • NetSuite ERP Consultant Certification
  • CSPO (Certified Scrum Product Owner) or CBAP certification
  • Experience with iPaaS solutions such as Boomi or similar middleware platforms
  • Familiarity with AWS and building AI-powered applications in a finance or O2C context

Skills

NetSuiteOrder-To-CashSalesforceZuora RevproCeligoAvalaraSuiteanalyticsSuiteflowAWSAI Tools

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