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We are currently seeking a highly organized and detail-oriented Order Management Specialist to join our dynamic Sales Finance team. Order Management serves as a core business partner within the Sales Finance organization, focused on the quote-to-cash process and the development of scalable solutions to ensure accurate booking and reporting of revenue.
Job Responsibility:
Act as the primary liaison for the Field Sales team, providing support for questions related to opportunity booking and subscription management
Manage opportunity bookings, ensuring accuracy and completeness
Create and maintain Wiz Handbook documentation for streamlined processes
Resolve any booking errors promptly
Partner with Deal Desk and Billing teams to efficiently and accurately process opportunities
Maintain customer deal information, ensuring alignment between Salesforce and Netsuite
Collaborate with Revenue and Commission Accounting teams to address questions related to bookings
Perform weekly and monthly reconciliations, ensuring a 1:1 relationship between Netsuite Invoice and SFDC Opportunity
Verify the accuracy of other bookings metrics
Demonstrate a basic understanding of ASC606, SOX, and Export Compliance
Requirements:
Familiarity with the Enterprise SaaS/B2B Industry
Experience in Order Management, Finance Operations, Deal Desk, Sales Operations, or Pricing preferred
Demonstrated ability to partner effectively with GTM Teams and other cross-functional departments
Basic understanding of revenue recognition rules
Highly organized, customer-focused, and detail-oriented
Ability to multitask and prioritize, especially during periods of high volume such as End of Month or End of Quarter
Ability to effectively manage distractions and adapt to changing priorities
Excellent communication skills, with the ability to be transparent
Receptive of feedback
Strong quantitative skills and proficiency in NetSuite, Salesforce
Basic knowledge and understanding of a CPQ tool
What we offer:
Medical, dental and vision insurance
Home Office Setup reimbursement
Flexible Spending Accounts
Monthly Connectivity reimbursement
Employee Assistance Program (EAP)
Short- and Long-term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan (with employer match)
Flexible paid time off + 11 paid holidays
Paid leave programs, including parental, pregnancy health, medical and bereavement leave