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Order Processing Analyst

Company: Russell Tobin & Associates LLC
Location: Santa Clara
Posted on: May 11, 2022

Job Description:

A Multinational industry-leading cloud platform provider is seeking an Order Management Analyst to join their team for a 6-month contract opportunity. This is fully remote. The ideal locations for candidates would be San Diego, CA; Santa Clara, CA; Boston, MA; Chicago, IL, but open to considering candidates from other locations as well. The scope of work includes working with Regional Sales Operations, Legal, Finance, and other internal teams to execute the order lifecycle process (order processing, sales contract management and provisioning) to meet company financial and legal requirements as well as processing deadlines. This role also utilizes problem-solving and project management skills in coordination with organizational and relational abilities to promote operational excellence, customer service, and teamwork.

  • Review and validate order and sales contract information sources (order forms, agreements, POs, approvals) for completeness and accuracy in accordance with processing SLAs and booking policies.
  • Ensure accuracy of booked orders regarding order, sales contract, and sales account data in the CRM and ERP systems.
  • Facilitate provisioning of new accounts and or services and work with Operations to investigate and resolve any provisioning issues.
  • Provide operational support to sales and other teams with regards to the order lifecycle.
  • Collaborate with Sales and other internal teams (Finance, Legal, Operations, IT) to resolve day-to-day issues, improve processes to exceed operational and performance goals.
  • Ensure data maintenance and integrity by supporting ad hoc requests to reconcile and or update any order, sales contract, or sales account data discrepancies.
  • Support period close activities by reviewing booking and open provisioning reports and working with Sales, A/R and or Operations to reconcile any discrepancies related to order information and or provisioning.
  • Generate, maintain, and analyze order operational reports to calculate and compile metrics to track performance activities and KPIs as well as reports for management.
  • Identify opportunities for improvement within the quote-to-cash process that improves service, speed, or cost to optimize the order lifecycle.
  • Participate and contribute to new process releases and system enhancements by testing and providing operational insight.
  • Investigate, follow up, and provide creative solutions to resolve any errors or issues on orders with internal teams while balancing financial and legal compliances with customer needs; and implementing corrective actions.


    • 2-4 years of relevant order and sales contract operations experience including quote and sales order processing, sales contract management, and opportunity management, with increasing levels of responsibilities. Preferably in a software and or SaaS (Software-As-A-Service) sales organization.-And/Or-
    • 2-4 years of relevant finance and/or accounts receivable experience including order processing and release for billings, contract evaluation and account reconciliation, with increasing levels of responsibilities. Preferably in a software and or SaaS (Software-As-A-Service) sales organization.
    • Prior experience with CRM/ERP tools and systems.
    • Familiarity with the end-to-end quote to cash cycle.
    • Familiarity with maintaining and operating SOX controls, Internal Audit, and evaluating financial documents preferred
    • Proficiency in Microsoft Office suite; Excel, Word, and PowerPoint, required.
    • Experience with Visio or other process flow applications and in DocuSign or other document signing applications a plus.
    • BA/BS or equivalent 4-year degree preferred.
    • Proficient experience and expertise in SAP
    • Highly motivated results-driven self-starter and enthusiastic team player, able to work independently or on a team in a fast-paced dynamic environment with minimal direction.
    • Obsessed with attention to details, processes, systems, and a drive to resolve issues
    • Able to adapt with a positive attitude to different training approaches, not structured versus structured, and effectively retain and apply information and direction to execute tasks at hand.
    • Highly focused; able to execute on one-off projects as well as on routine tasks.
    • Organized with excellent time management skills and the ability to balance multiple responsibilities and meet necessary deadlines with limited supervision.
    • Strong analytical skills and thorough research skills with outstanding follow-through.
    • Ability to analyze data, challenge and improve processes, and be an effective change agent.
    • Exceptional listening, interpersonal, and strong communication skills, both written and verbal.
    • Well-developed problem-solving skills and ability to work across various functional teams to evaluate, prioritize, and address key issues.
    • Demonstrate passion for serving our customers with a relentless attention to detail and dedication to providing the highest level of customer service.

Keywords: Russell Tobin & Associates LLC, Santa Clara , Order Processing Analyst, Professions , Santa Clara, California

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