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
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
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
