Your Role
The Order Management Analyst will be responsible for assisting the Sales team and the Customer team with quote creation, bookings, and field general questions for our CPQ tool. This role will help in preparing enablement materials and leading trainings. The Order Management role will work closely with cross functional teams to troubleshoot & improve the quoting experience. This role will report directly to the Director of Deal Strategy & Operations be integral to the Deal Desk function.
The Order Management Analyst will also be responsible for properly recording ARR, bookings, and general data hygiene in Salesforce which requires extreme attention to detail.
You Will
- Be responsible for bookings in Salesforce
- Assist with quoting in Subskribe CPQ & enablement
- Partner with Sales Ops weekly for Subskribe updates, bug fixes & improvements
- Create documentation for sales processes & onboarding
- Maintaining and refining data maintenance and integrity
- Manage all true-forward quotes & bookings on monthly basis
- Partner with Accounting on downstream data for key Revenue Recognition / Billing systems
- Will require additional hours around the end of month / end of quarter
Qualifications
- 2+ years experience in Order Management, Data Analysis or Accounting
- General knowledge of CPQ tools
- Strong knowledge of booking requirements for software companies
- Strong math & data knowledge
- Attention to detail
Nice to Haves
- Background in Salesforce/CPQ
- Knowledge of SaaS companies and how they recognize revenue
